Intermediate Term Bond Fund Price on May 2, 2022
| USIBX Fund | USD 9.01 0.01 0.11% |
Below is the normalized historical share price chart for Intermediate Term Bond Fund extending back to September 29, 1999. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Intermediate-term stands at 9.01, as last reported on the 14th of May 2024, with the highest price reaching 9.01 and the lowest price hitting 9.01 during the day.
If you're considering investing in Intermediate-term Mutual Fund, it is important to understand the factors that can impact its price. We consider Intermediate-term very steady. Intermediate Term Bond holds Efficiency (Sharpe) Ratio of 0.0243, which attests that the entity had a 0.0243% return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Intermediate Term Bond, which you can use to evaluate the volatility of the entity. Please check out Intermediate-term's Market Risk Adjusted Performance of (0.26), risk adjusted performance of (0.02), and Standard Deviation of 0.3242 to validate if the risk estimate we provide is consistent with the expected return of 0.0077%.
Intermediate-term Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Intermediate-term |
Sharpe Ratio = 0.0243
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| Negative Returns | USIBX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Intermediate-term is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Intermediate-term by adding it to a well-diversified portfolio.
Intermediate-term Valuation on May 2, 2022
It is possible to determine the worth of Intermediate-term on a given historical date. On May 2, 2022 Intermediate-term was worth 9.52 at the beginning of the trading date compared to the closed value of 8.79. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Intermediate-term mutual fund. Still, in general, we apply an absolute valuation method to find Intermediate-term's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Intermediate-term where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Intermediate-term's related companies.
| Open | High | Low | Close | Volume | |
05/02/2022 | 9.52 | 9.52 | 8.79 | 8.79 | 1.00 |
| 9.54 | 9.54 | 8.81 | 8.81 | 1.00 |
| Backtest Intermediate-term | | | Intermediate-term History | | | Intermediate-term Valuation | Next |
Intermediate-term Trading Date Momentum on May 2, 2022
The event impact on price volatility cannot be determined at this time. Please check this event after some time to allow current data to be analyzed.Intermediate Term Bond Fundamentals Correlations and Trends
By evaluating Intermediate-term's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Intermediate-term's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Intermediate-term financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Intermediate-term Mutual Fund history
Intermediate-term investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Intermediate-term is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Intermediate Term Bond will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Intermediate-term stock prices may prove useful in developing a viable investing in Intermediate-term
The fund normally invests at least 80 percent of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10 percent of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or junk bonds.
Intermediate-term Mutual Fund Technical Analysis
Intermediate-term technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Intermediate-term Period Price Range
Low | May 2, 2022
| High |
9.52 | 8.79 |
Intermediate-term May 14, 2024 Market Strength
Market strength indicators help investors to evaluate how Intermediate-term mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Intermediate-term shares will generate the highest return on investment. By undertsting and applying Intermediate-term mutual fund market strength indicators, traders can identify Intermediate Term Bond Fund entry and exit signals to maximize returns
Intermediate-term Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Intermediate-term's price direction in advance. Along with the technical and fundamental analysis of Intermediate-term Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Intermediate-term to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.02) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.05) | |||
| Treynor Ratio | (0.27) |
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Intermediate Term Bond Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Intermediate Term Bond information on this page should be used as a complementary analysis to other Intermediate-term's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.