New Hampshire Higher Fund Manager Performance Evaluation
| FPTHX Fund | USD 15.91 0.10 0.63% |
The fund secures a Beta (Market Risk) of 0.44, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, New Hampshire's returns are expected to increase less than the market. However, during the bear market, the loss of holding New Hampshire is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days New Hampshire Higher has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical indicators, New Hampshire is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreNew |
New Hampshire Relative Risk vs. Return Landscape
If you would invest 1,623 in New Hampshire Higher on October 7, 2024 and sell it today you would lose (32.00) from holding New Hampshire Higher or give up 1.97% of portfolio value over 90 days. New Hampshire Higher is currently producing negative expected returns and takes up 0.5372% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than New, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
New Hampshire Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for New Hampshire's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as New Hampshire Higher, and traders can use it to determine the average amount a New Hampshire'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 = -0.0562
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FPTHX |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average New Hampshire is not performing at its full potential. However, 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 New Hampshire by adding New Hampshire to a well-diversified portfolio.
About New Hampshire Performance
Evaluating New Hampshire's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if New Hampshire 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 New Hampshire 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.
Things to note about New Hampshire Higher performance evaluation
Checking the ongoing alerts about New Hampshire for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for New Hampshire Higher help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| New Hampshire Higher generated a negative expected return over the last 90 days |
- Analyzing New Hampshire'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 New Hampshire's stock is overvalued or undervalued compared to its peers.
- Examining New Hampshire'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 New Hampshire's management team can have a significant impact on its success or failure. Reviewing the track record and experience of New Hampshire's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of New Hampshire's mutual fund. These opinions can provide insight into New Hampshire's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in New Mutual Fund
New Hampshire financial ratios help investors to determine whether New 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 New with respect to the benefits of owning New Hampshire security.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |