Henderson Emerging Markets Fund Manager Performance Evaluation
| HEMIX Fund | USD 9.53 0.02 0.21% |
The fund retains a Market Volatility (i.e., Beta) of 0.23, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Henderson Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Henderson Emerging is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Henderson Emerging Markets are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Henderson Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Helix Earth Raises 5.6M in Seed Funding - citybiz | 11/12/2024 |
| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.1300 |
Henderson |
Henderson Emerging Relative Risk vs. Return Landscape
If you would invest 928.00 in Henderson Emerging Markets on September 15, 2024 and sell it today you would earn a total of 25.00 from holding Henderson Emerging Markets or generate 2.69% return on investment over 90 days. Henderson Emerging Markets is currently producing 0.0451% returns and takes up 0.8462% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Henderson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Henderson Emerging Current Valuation
Fairly Valued
Today
Please note that Henderson Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Henderson Emerging retains a regular Real Value of $9.54 per share. The prevalent price of the fund is $9.53. We determine the value of Henderson Emerging 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 Henderson Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Henderson Mutual Fund. However, Henderson Emerging'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 9.53 | Real 9.54 | Hype 9.52 | Naive 9.66 |
The intrinsic value of Henderson Emerging'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 Henderson Emerging'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 Henderson Emerging Markets helps investors to forecast how Henderson 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 Henderson Emerging more accurately as focusing exclusively on Henderson Emerging's fundamentals will not take into account other important factors: Henderson Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Henderson Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Henderson Emerging Markets, and traders can use it to determine the average amount a Henderson Emerging'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 = 0.0532
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HEMIX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Henderson Emerging is performing at about 4% 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 Henderson Emerging by adding it to a well-diversified portfolio.
Henderson Emerging Fundamentals Growth
Henderson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Henderson Emerging, and Henderson Emerging 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 Henderson Mutual Fund performance.
| Price To Earning | 17.78 X | ||||
| Price To Book | 1.85 X | ||||
| Price To Sales | 1.45 X | ||||
| Total Asset | 8.88 M | ||||
About Henderson Emerging Performance
Evaluating Henderson Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Henderson Emerging 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 Henderson Emerging 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 equity securities of companies in emerging market countries. It may invest no more than 20 percent of its net assets in the securities of issuers in developed market countries. In addition, it may invest in securities issued by small- and mid-sized companies and in less seasoned issuers.Things to note about Henderson Emerging performance evaluation
Checking the ongoing alerts about Henderson Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Henderson Emerging 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 -5.0% | |
| Henderson Emerging retains 98.08% of its assets under management (AUM) in equities |
- Analyzing Henderson Emerging'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 Henderson Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Henderson Emerging'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 Henderson Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Henderson Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Henderson Emerging's mutual fund. These opinions can provide insight into Henderson Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Henderson Mutual Fund
Henderson Emerging financial ratios help investors to determine whether Henderson 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 Henderson with respect to the benefits of owning Henderson Emerging security.
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