Intermediate Term Competition

UIITX Fund

USD 9.22 -0.02 -0.22%

The fund is listed under the Intermediate Core-Plus Bond category and is part of the USAA family. Peers for Intermediate Term Bond include CAPITAL GROWTH, Emerging Markets, HIGH INCOME, INTERNATIONAL FUND, and GROWTH INCOME and others in the group. Peer context helps frame relative positioning. Peer comparison for Intermediate Term provides quick context before deeper valuation work.

Pair Correlation for Intermediate Term and Income Stock Snapshot

Poor diversification

For the present investment horizon, the measured correlation between UIITX and UIISX stands at 0.75, or Poor diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with Intermediate Mutual Fund

0.62	UICGX	Capital Growth	Pair Corr
0.79	UIEMX	Emerging Markets	Pair Corr
0.75	UIHIX	High Income Fund	Pair Corr
0.74	UIIFX	INTERNATIONAL FUND	Pair Corr

Moving against Intermediate Mutual Fund

0.72	UIGRX	Growth Fund Growth	Pair Corr
0.41	URNQX	Nasdaq 100 Index	Pair Corr

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The degree to which Intermediate Term's exhibits mean reversion depends on how efficiently the market prices new information. In highly covered equities, the mean reversion window tends to be shorter.

Hype

Prediction

Low	Estimated	High
9.02	9.22	9.42

Details

Intrinsic

Valuation

Low	Real	High
9.04	9.24	9.44

Details

Naive

Forecast

Low	Next	High
8.95	9.15	9.35

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
9.19	9.29	9.39

Details

Before investing in Intermediate Term, assess how Intermediate Term's compares to its competitive peer group. A company that appears undervalued in absolute terms may be fairly priced when measured against sector-relative benchmarks.

Intermediate Term Competition Correlation Matrix

Correlation analysis between Intermediate Term Bond Fund and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	UICGX	UIEMX	UIHIX	UIIFX	UIGIX	UIGSX	UIGRX	UIINX	UIISX	UIITX
UICGX		0.88	0.82	0.97	0.99	0.67	-0.39	0.68	0.94	0.62	UICGX
UIEMX	0.88		0.91	0.96	0.81	0.84	-0.61	0.83	0.92	0.79	UIEMX
UIHIX	0.82	0.91		0.89	0.78	0.77	-0.44	0.81	0.84	0.75	UIHIX
UIIFX	0.97	0.96	0.89		0.93	0.79	-0.55	0.79	0.97	0.74	UIIFX
UIGIX	0.99	0.81	0.78	0.93		0.62	-0.33	0.61	0.92	0.56	UIGIX
UIGSX	0.67	0.84	0.77	0.79	0.62		-0.75	0.96	0.81	0.99	UIGSX
UIGRX	-0.39	-0.61	-0.44	-0.55	-0.33	-0.75		-0.66	-0.65	-0.72	UIGRX
UIINX	0.68	0.83	0.81	0.79	0.61	0.96	-0.66		0.77	0.97	UIINX
UIISX	0.94	0.92	0.84	0.97	0.92	0.81	-0.65	0.77		0.75	UIISX
UIITX	0.62	0.79	0.75	0.74	0.56	0.99	-0.72	0.97	0.75		UIITX
	UICGX	UIEMX	UIHIX	UIIFX	UIGIX	UIGSX	UIGRX	UIINX	UIISX	UIITX

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High positive correlations

UIGIX	+ 0.99	UICGX
UIITX	+ 0.99	UIGSX
UIIFX	+ 0.97	UICGX
UIISX	+ 0.97	UIIFX
UIITX	+ 0.97	UIINX
UIIFX	+ 0.96	UIEMX

High negative correlations

UIGRX	- 0.75	UIGSX
UIITX	- 0.72	UIGRX
UIINX	- 0.66	UIGRX
UIISX	- 0.65	UIGRX
UIGRX	- 0.61	UIEMX
UIGRX	- 0.55	UIIFX

Risk-Adjusted Indicators

There is a big difference between Intermediate Mutual Fund performing well and Intermediate Term Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Intermediate Term's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
UICGX	0.75	0.19	0.24	0.23	0.66	-0.87	1.07	-1.55	11.50
UIEMX	0.93	0.24	0.17	0.25	1.12	-1.00	2.15	-1.47	10.38
UIHIX	0.08	-0.01	0.17	-0.13	0.11	-0.17	0.15	-0.15	0.58
UIIFX	0.84	0.24	0.22	0.30	0.90	-0.90	1.49	-1.76	13.23
UIGIX	0.57	0.13	0.22	0.17	0.50	-0.68	0.90	-1.10	8.57
UIGSX	0.14	0.00	0.25	0.19	0.09	-0.20	0.33	-0.22	0.77
UIGRX	0.73	-0.10	0.00	-0.18	0.00	0.00	1.20	-1.85	3.96
UIINX	0.15	-0.01	0.18	-0.26	0.17	-0.17	0.26	-0.34	0.94
UIISX	0.63	0.22	0.37	0.32	0.34	-0.81	1.34	-1.12	9.57
UIITX	0.15	0.00	0.18	-0.24	0.16	-0.23	0.32	-0.33	0.96

Intermediate Term Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	UIITX	UICGX	UIEMX	UIHIX	UIIFX	UIGIX	UIGSX	UIGRX	UIINX	UIISX
	0.22 9.22 Intermediate	0.79 13.86 CAPITAL	0.38 26.46 Emerging	0.44 6.85 HIGH	0.96 30.96 INTERNATIONAL	0.43 25.18 GROWTH	0.11 8.97 GOVERNMENT	1.01 37.25 GROWTH	0.17 11.63 Income	0.16 18.92 Income
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Soft	Weak	Moderate	Weak	Mild	Weak	Contained	Weak	Soft	Contained
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Buy	Strong Buy	Cautious Hold	Strong Buy	Strong Buy	Hold	Strong Hold	Cautious Hold	Strong Buy
Net Asset	3.75 B	923.84 M	914.61 M	2.18 B	4.18 B	1.95 B	930.07 M	2.86 B	7.81 B	2.78 B
Minimum Initial Investment	N/A	1000 K	N/A	N/A	1000 K	N/A	N/A	N/A	N/A	N/A
Price To Book	N/A	1.88	1.46	1.81	1.5	2.29	N/A	4.16	1.48	2.27
Five Year Return	1.43	12.04	6.5	4.27	9.59	12.72	1.11	11.25	1.07	11.52
One Year Return	6.34	21.46	39.43	7.06	29.63	18.54	5.97	22.85	5.08	17.04
Last Dividend Paid	0.02	N/A	0.27	0.03	0.52	0.03	0.02	N/A	0.03	0.08
Price To Earning	N/A	13.54	11.88	18.49	16.29	17.56	N/A	20.88	17.04	18.21
Price To Sales	N/A	1.05	1.26	1.63	0.96	1.66	N/A	2.1	2.2	1.75
Cash Position Weight	0.27	N/A	1.1	3.0	N/A	0.67	3.91	0.69	1.69	0.38
Equity Positions Weight	N/A	99.92	98.91	0.51	99.87	99.33	N/A	99.31	N/A	99.62
Three Year Return	5.7	17.38	20.69	8.79	18.19	19.6	4.93	26.52	5.19	16.34
Annual Yield	0.0468	0.0087	0.0234	0.068	0.0203	0.0087	0.0381	N/A	0.0401	0.0188
Year To Date Return	1.14	1.15	7.41	0.18	4.72	1.11	0.82	1.48	0.3	5.01
Bond Positions Weight	8.93	N/A	N/A	15.52	N/A	N/A	N/A	N/A	11.28	N/A
Ten Year Return	5.41	8.96	0.79	5.77	6.03	10.6	2.72	15.04	4.55	9.9
Day Typical Price	9.22	13.86	26.46	6.85	30.96	25.18	8.97	37.25	11.63	18.92
Period Momentum Indicator	-0.02	-0.11	-0.10	-0.03	-0.30	-0.11	-0.01	-0.38	-0.02	-0.03
Rate Of Daily Change	1.0	0.99	1.0	1.0	0.99	1.0	1.0	0.99	1.0	1.0
Day Median Price	9.22	13.86	26.46	6.85	30.96	25.18	8.97	37.25	11.63	18.92
Price Action Indicator	-0.01	-0.06	-0.05	-0.01	-0.15	-0.06	-0.01	-0.19	-0.01	-0.01
Coefficient Of Variation	3935.84	840.88	644.44	153392.81	688.18	914.7	1478.39	-736.13	6764.02	577.61
Mean Deviation	0.1536	0.7484	0.9276	0.0836	0.836	0.5727	0.1398	0.7296	0.1478	0.63
Jensen Alpha	-0.004	0.1892	0.2352	-0.01	0.2444	0.1318	0.0025	-0.10	-0.01	0.2233
Total Risk Alpha	0.0065	0.2384	0.2759	-0.0025	0.2991	0.1624	0.0121	-0.08	0.0034	0.2632
Sortino Ratio	0.1758	0.2372	0.172	0.1673	0.2158	0.221	0.2527	N/A	0.1757	0.3733
Downside Variance	0.0517	0.7351	2.02	0.0435	1.42	0.4518	0.0344	N/A	0.0458	0.4164
Standard Deviation	0.2023	1.42	1.35	0.1323	1.53	1.04	0.1778	0.9311	0.1882	1.19
Kurtosis	0.0503	31.19	5.35	1.42	23.18	26.69	-0.32	-0.22	0.2151	29.76
Potential Upside	0.3247	1.07	2.15	0.1462	1.49	0.8967	0.3348	1.2	0.2586	1.34
Treynor Ratio	-0.24	0.2313	0.2525	-0.13	0.3005	0.1658	0.1859	-0.18	-0.26	0.3222
Maximum Drawdown	0.9644	11.5	10.38	0.5823	13.23	8.57	0.7732	3.96	0.9391	9.57
Variance	0.0409	2.01	1.83	0.0175	2.35	1.08	0.0316	0.8669	0.0354	1.42
Market Risk Adjusted Performance	-0.23	0.2413	0.2625	-0.12	0.3105	0.1758	0.1959	-0.17	-0.25	0.3322
Risk Adjusted Performance	-0.01	0.0989	0.1275	-0.05	0.1203	0.0893	0.0191	-0.11	-0.02	0.141
Skewness	0.06	4.64	-0.02	-0.38	3.48	4.1	0.2658	-0.28	-0.23	4.51
Semi Deviation	0.1558	0.6583	1.12	0.1111	0.9009	0.4974	0.0883	N/A	0.1738	0.3443
Information Ratio	0.1976	0.1435	0.1809	0.264	0.168	0.1428	0.2635	-0.1	0.1999	0.2024
Value At Risk	-0.33	-1.55	-1.47	-0.15	-1.76	-1.10	-0.22	-1.85	-0.34	-1.12
Expected Short fall	-0.23	-0.87	-1.00	-0.17	-0.90	-0.68	-0.20	N/A	-0.17	-0.81
Downside Deviation	0.2274	0.8574	1.42	0.2087	1.19	0.6721	0.1854	N/A	0.214	0.6453
Semi Variance	0.0243	0.4333	1.26	0.0124	0.8117	0.2474	0.0078	N/A	0.0302	0.1186

Peer Performance Charts

How to Analyze Intermediate Term Against Peers

Intermediate Term's peer analysis compares Intermediate Term with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Intermediate Term trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Intermediate Term leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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Intermediate Term Competition

Pair Correlation for Intermediate Term and Income Stock Snapshot

Poor diversification

Moving together with Intermediate Mutual Fund

Moving against Intermediate Mutual Fund

Specify up to 10 symbols:

Intermediate Term Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

Intermediate Term Competitive Analysis

Peer Performance Charts

How to Analyze Intermediate Term Against Peers

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