Hawaii Municipal Bond Fund Manager Performance Evaluation
| BSHIX Fund | USD 9.83 0.02 0.20% |
The fund retains a Market Volatility (i.e., Beta) of 0.0482, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hawaii Municipal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hawaii Municipal is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Hawaii Municipal Bond are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Hawaii Municipal is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5500 |
HAWAII |
Hawaii Municipal Relative Risk vs. Return Landscape
If you would invest 979.00 in Hawaii Municipal Bond on October 23, 2024 and sell it today you would earn a total of 4.00 from holding Hawaii Municipal Bond or generate 0.41% return on investment over 90 days. Hawaii Municipal Bond is currently producing 0.007% returns and takes up 0.1821% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than HAWAII, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hawaii Municipal Current Valuation
Fairly Valued
Today
Please note that Hawaii Municipal's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hawaii Municipal Bond retains a regular Real Value of $9.84 per share. The prevalent price of the fund is $9.83. We determine the value of Hawaii Municipal Bond from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hawaii Municipal is currently traded on the exchange, buyers and sellers on that exchange determine the market value of HAWAII Mutual Fund. However, Hawaii Municipal's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.83 | Real 9.84 | Hype 9.83 | Naive 9.84 |
The intrinsic value of Hawaii Municipal's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hawaii Municipal's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Hawaii Municipal Bond helps investors to forecast how HAWAII mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hawaii Municipal more accurately as focusing exclusively on Hawaii Municipal's fundamentals will not take into account other important factors: Hawaii Municipal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hawaii Municipal's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hawaii Municipal Bond, and traders can use it to determine the average amount a Hawaii Municipal's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0382
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BSHIX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Hawaii Municipal is performing at about 3% 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 Hawaii Municipal by adding it to a well-diversified portfolio.
Hawaii Municipal Fundamentals Growth
HAWAII Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hawaii Municipal, and Hawaii Municipal fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on HAWAII Mutual Fund performance.
| Total Asset | 131.15 M | ||||
About Hawaii Municipal Performance
Evaluating Hawaii Municipal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hawaii Municipal has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hawaii Municipal has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in investment grade municipal bonds, the interest from which is exempt from regular federal and Hawaii state income taxes. It may also invest in municipal bonds issued by other U.S. states, territories and possessions. There is no limit on the average maturity of the funds portfolio. The fund is non-diversified.Things to note about Hawaii Municipal Bond performance evaluation
Checking the ongoing alerts about Hawaii Municipal for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hawaii Municipal Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Hawaii Municipal Bond holds about 98.42% of its assets under management (AUM) in fixed income securities |
- Analyzing Hawaii Municipal's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hawaii Municipal's stock is overvalued or undervalued compared to its peers.
- Examining Hawaii Municipal's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hawaii Municipal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hawaii Municipal's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hawaii Municipal's mutual fund. These opinions can provide insight into Hawaii Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in HAWAII Mutual Fund
Hawaii Municipal financial ratios help investors to determine whether HAWAII Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in HAWAII with respect to the benefits of owning Hawaii Municipal security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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