The Porate Fixed Fund Manager Performance Evaluation
| HCXSX Fund | USD 8.71 0.01 0.11% |
The entity has a beta of 0.0606, which indicates not very significant fluctuations relative to the market. As returns on the market increase, the Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding the Us is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days The Porate Fixed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, The Us is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
The |
The Us Relative Risk vs. Return Landscape
If you would invest 901.00 in The Porate Fixed on October 6, 2024 and sell it today you would lose (30.00) from holding The Porate Fixed or give up 3.33% of portfolio value over 90 days. The Porate Fixed is currently producing negative expected returns and takes up 0.2983% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds 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 Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for The Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Porate Fixed, and traders can use it to determine the average amount a The Us' 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 = -0.1787
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HCXSX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average The Us 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 Us by adding The Us to a well-diversified portfolio.
About The Us Performance
Evaluating The Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if The Us 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 Us 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 Us is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Porate Fixed performance evaluation
Checking the ongoing alerts about The Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Porate Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Porate Fixed generated a negative expected return over the last 90 days |
- Analyzing The Us' 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 The Us' stock is overvalued or undervalued compared to its peers.
- Examining The Us' 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 The Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of The Us' mutual fund. These opinions can provide insight into The Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in The Mutual Fund
The Us financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Us security.
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