Harvest Fund (China) Performance
| 508098 Stock | 3.51 0.03 0.86% |
On a scale of 0 to 100, Harvest Fund holds a performance score of 24. The company retains a Market Volatility (i.e., Beta) of -0.0044, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Harvest Fund are expected to decrease at a much lower rate. During the bear market, Harvest Fund is likely to outperform the market. Please check Harvest Fund's standard deviation, total risk alpha, treynor ratio, as well as the relationship between the jensen alpha and sortino ratio , to make a quick decision on whether Harvest Fund's current trending patterns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Harvest Fund Management are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Harvest Fund sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Dividend Yield | 0.068 |
Harvest |
Harvest Fund Relative Risk vs. Return Landscape
If you would invest 274.00 in Harvest Fund Management on December 26, 2024 and sell it today you would earn a total of 77.00 from holding Harvest Fund Management or generate 28.1% return on investment over 90 days. Harvest Fund Management is generating 0.4371% of daily returns and assumes 1.3861% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Harvest, and 92% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Harvest Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harvest Fund's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Harvest Fund Management, and traders can use it to determine the average amount a Harvest Fund'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 = 0.3154
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| Small Returns | 508098 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.44 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.32 actual daily | 24 76% of assets perform better |
Based on monthly moving average Harvest Fund is performing at about 24% 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 Harvest Fund by adding it to a well-diversified portfolio.
About Harvest Fund Performance
By analyzing Harvest Fund's fundamental ratios, stakeholders can gain valuable insights into Harvest Fund's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Harvest Fund 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 Harvest Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Harvest Fund Management performance evaluation
Checking the ongoing alerts about Harvest Fund for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Harvest Fund Management help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Harvest Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Harvest Fund's stock performance include:- Analyzing Harvest Fund'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 Harvest Fund's stock is overvalued or undervalued compared to its peers.
- Examining Harvest Fund'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 Harvest Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harvest Fund's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Harvest Fund's stock. These opinions can provide insight into Harvest Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Harvest Stock analysis
When running Harvest Fund's price analysis, check to measure Harvest Fund'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 Harvest Fund is operating at the current time. Most of Harvest Fund's value examination focuses on studying past and present price action to predict the probability of Harvest Fund's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Harvest Fund's price. Additionally, you may evaluate how the addition of Harvest Fund to your portfolios can decrease your overall portfolio volatility.
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