The investment seeks to track the investment results of the Bloomberg Barclays U.S. MBS Index. The fund seeks to track the performance of the underlying index by investing at least 90% of its assets in the securities of the underlying index and in investments that provide substantially similar exposure to securities in the underlying index. The index measures the performance of investment-grade mortgage-backed pass-through securities (MBS) issued or guaranteed by U.S. government agencies.
|VMBS||Vanguard Mortgage-Backed Secur..||0.05 %||
|IEI||iShares 3-7 Year Treasury Bond..||0.15 %||
|VGIT||Vanguard Intermediate-Term Tre..||0.05 %||
|GNMA||iShares GNMA Bond ETF||0.15 %||
|AGGE||IQ Enhanced Core Bond U.S..||0.00 %||0.28 %||
|AGGP||IQ Enhanced Core Plus Bon..||0.00 %||0.33 %||
|BNDC||FlexShares Core Select Bo..||0.00 %||0.35 %||
|QAI||IQ Hedge Multi-Strategy T..||0.00 %||0.80 %||
|QMN||IQ Hedge Market Neutral T..||0.00 %||0.67 %||
|QMA:CA||AGFiQ Global Balanced ETF..||0.00 %||0.55 %||
|WBAL||WisdomTree Balanced Incom..||0.00 %||0.35 %||
|HNDL||Strategy Shares Nasdaq 7 ..||0.00 %||1.20 %||
|Market Performance vs.
Industry/Classification (Intermediate Government)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||2.94%||N/A||N/A||98%||A+|
|Risk Adjusted Return||78.62%||N/A||N/A||86%||B|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company had positive total free cash flow in the most recent four quarters.
The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
There is nothing we particularly dislike