The Hillman Fund Performance
| HCMAX Etf | USD 28.17 0.12 0.42% |
The entity has a beta of 0.84, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, THE HILLMAN's returns are expected to increase less than the market. However, during the bear market, the loss of holding THE HILLMAN is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days THE HILLMAN FUND has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Etf's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the ETF investors. ...more
| Expense Ratio Date | 31st of January 2021 |
THE |
THE HILLMAN Relative Risk vs. Return Landscape
If you would invest 3,217 in THE HILLMAN FUND on December 22, 2024 and sell it today you would lose (400.00) from holding THE HILLMAN FUND or give up 12.43% of portfolio value over 90 days. THE HILLMAN FUND is currently producing negative expected returns and takes up 1.907% volatility of returns over 90 trading days. Put another way, 17% of traded etfs are less volatile than THE, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
THE HILLMAN Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for THE HILLMAN's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as THE HILLMAN FUND, and traders can use it to determine the average amount a THE HILLMAN'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 = -0.1058
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HCMAX |
Estimated Market Risk
| 1.91 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average THE HILLMAN 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 THE HILLMAN by adding THE HILLMAN to a well-diversified portfolio.
THE HILLMAN Fundamentals Growth
THE Etf prices reflect investors' perceptions of the future prospects and financial health of THE HILLMAN, and THE HILLMAN 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 THE Etf performance.
| Price To Earning | 16.83 X | ||||
| Price To Book | 2.40 X | ||||
| Price To Sales | 1.27 X | ||||
About THE HILLMAN Performance
Evaluating THE HILLMAN's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if THE HILLMAN 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 THE HILLMAN 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.
In seeking to achieve its objective, the fund invests primarily in common stocks of U.S. companies that the advisor believes have competitive advantages, and have temporarily fallen out of favor for reasons that are considered non-recurring or short-term whose value is not currently well known or whose value is not fully recognized by the public.| THE HILLMAN FUND generated a negative expected return over the last 90 days | |
| The fund retains 96.18% of its assets under management (AUM) in equities |
Other Information on Investing in THE Etf
THE HILLMAN financial ratios help investors to determine whether THE Etf 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 THE with respect to the benefits of owning THE HILLMAN security.