Intermediate Mutual Fund Quote

RBOGX
 Fund
  

USD 12.90  0.10  0.77%   

Market Performance
1 of 100
Odds Of Distress
Less than 2
Intermediate Bond is trading at 12.90 as of the 9th of August 2022; that is -0.77% down since the beginning of the trading day. The fund's open price was 13.0. Intermediate Bond has a very small chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Intermediate Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of August 2020 and ending today, the 9th of August 2022. Click here to learn more.
The investment seeks current income consistent with the maturity and quality standards and preservation of capital. Intermediate Bond is traded on NASDAQ Exchange in the United States. More on Intermediate Bond

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Intermediate Bond Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Intermediate Bond's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Intermediate Bond or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Intermediate Bond is unlikely to experience financial distress in the next 2 years
On 1st of August 2022 Intermediate Bond paid $ 0.0364 per share dividend to its current shareholders
The fund maintains about 7.08% of its assets in bonds
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Intermediate Bond's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate1st of November 2013
Intermediate Bond [RBOGX] is traded in USA and was established 9th of August 2022. The fund is listed under Short-Term Bond category and is part of American Funds family. Intermediate Bond at this time has accumulated 30.85 B in assets with no minimum investment requirements, while the total return for the last 3 years was 3.84%.
Check Intermediate Bond Probability Of Bankruptcy

Instrument Allocation

Intermediate Bond Target Price Odds Analysis

What are Intermediate Bond's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Intermediate Bond jumping above the current price in 90 days from now is about 32.53%. The Intermediate Bond probability density function shows the probability of Intermediate Bond mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Intermediate Bond has a beta of 0.0087 indicating as returns on the market go up, Intermediate Bond average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Intermediate Bond will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Intermediate Bond is significantly underperforming DOW.
  Odds Below 12.9HorizonTargetOdds Above 12.9
66.14%90 days
 12.90 
32.53%
Based on a normal probability distribution, the odds of Intermediate Bond to move above the current price in 90 days from now is about 32.53 (This Intermediate Bond probability density function shows the probability of Intermediate Mutual Fund to fall within a particular range of prices over 90 days) .

Intermediate Bond Top Holders

Intermediate Bond Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Intermediate Bond market risk premium is the additional return an investor will receive from holding Intermediate Bond long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Intermediate Bond. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Intermediate Bond's alpha and beta are two of the key measurements used to evaluate Intermediate Bond's performance over the market, the standard measures of volatility play an important role as well.

Intermediate Bond Against Markets

Picking the right benchmark for Intermediate Bond mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Intermediate Bond mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Intermediate Bond is critical whether you are bullish or bearish towards Intermediate Bond at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Intermediate Bond without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Intermediate Bond?

You need to understand the risk of investing before taking a position in Intermediate Bond. The danger of trading Intermediate Bond is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Intermediate Bond is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Intermediate Bond. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Intermediate Bond is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at Your Equity Center. Note that the Intermediate Bond information on this page should be used as a complementary analysis to other Intermediate Bond'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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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When running Intermediate Bond price analysis, check to measure Intermediate Bond's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Intermediate Bond is operating at the current time. Most of Intermediate Bond's value examination focuses on studying past and present price action to predict the probability of Intermediate Bond's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Intermediate Bond's price. Additionally, you may evaluate how the addition of Intermediate Bond to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Intermediate Bond's value and its price as these two are different measures arrived at by different means. Investors typically determine Intermediate Bond value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Intermediate Bond's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.