Hcm Dividend Sector Fund Manager Performance Evaluation
| HCMZX Fund | USD 18.49 0.39 2.15% |
The fund retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hcm Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hcm Dividend is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Hcm Dividend Sector has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund'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 fund investors.
...more| Expense Ratio | 1.8600 |
Hcm |
Hcm Dividend Relative Risk vs. Return Landscape
If you would invest 2,281 in Hcm Dividend Sector on December 1, 2024 and sell it today you would lose (432.00) from holding Hcm Dividend Sector or give up 18.94% of portfolio value over 90 days. Hcm Dividend Sector is currently producing negative expected returns and takes up 2.0751% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Hcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hcm Dividend Current Valuation
Undervalued
Today
Please note that Hcm Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Hcm Dividend Sector retains a regular Real Value of $19.01 per share. The prevalent price of the fund is $18.49. We determine the value of Hcm Dividend Sector 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 Hcm Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hcm Mutual Fund. However, Hcm Dividend'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 18.49 | Real 19.01 | Hype 18.49 | Naive 18.6 |
The intrinsic value of Hcm Dividend'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 Hcm Dividend'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 Hcm Dividend Sector helps investors to forecast how Hcm 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 Hcm Dividend more accurately as focusing exclusively on Hcm Dividend's fundamentals will not take into account other important factors: Hcm Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hcm Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hcm Dividend Sector, and traders can use it to determine the average amount a Hcm Dividend'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 = -0.1575
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HCMZX |
Estimated Market Risk
| 2.08 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.33 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hcm Dividend 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 Hcm Dividend by adding Hcm Dividend to a well-diversified portfolio.
Hcm Dividend Fundamentals Growth
Hcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hcm Dividend, and Hcm Dividend 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 Hcm Mutual Fund performance.
| Total Asset | 1.15 B | ||||
About Hcm Dividend Performance
Evaluating Hcm Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hcm Dividend 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 Hcm Dividend 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 seeks to achieve its investment objective through investments in dividend paying equity securities of companies included in the SP 500 plus other investment companies , including investment companies that use leverage and cash and cash equivalents and put and call options. The fund is designed to maximize returns through investing in any combination of sectors, asset classes, and sub-sectors as determined by the HCM-BuyLine.Things to note about Hcm Dividend Sector performance evaluation
Checking the ongoing alerts about Hcm Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hcm Dividend Sector help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hcm Dividend Sector generated a negative expected return over the last 90 days | |
| The fund retains about 7.42% of its assets under management (AUM) in cash |
- Analyzing Hcm Dividend'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 Hcm Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Hcm Dividend'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 Hcm Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hcm Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hcm Dividend's mutual fund. These opinions can provide insight into Hcm Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hcm Mutual Fund
Hcm Dividend financial ratios help investors to determine whether Hcm 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 Hcm with respect to the benefits of owning Hcm Dividend security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |