Direxion Hilton Tactical Fund Manager Performance Evaluation
| HCYIX Fund | USD 18.14 0.08 0.44% |
The fund shows a Beta (market volatility) of -0.0124, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Direxion Hilton are expected to decrease at a much lower rate. During the bear market, Direxion Hilton is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Direxion Hilton Tactical has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Direxion Hilton is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of December 2022 | |
| Expense Ratio | 0.9600 |
Direxion |
Direxion Hilton Relative Risk vs. Return Landscape
If you would invest 1,821 in Direxion Hilton Tactical on September 28, 2024 and sell it today you would lose (7.00) from holding Direxion Hilton Tactical or give up 0.38% of portfolio value over 90 days. Direxion Hilton Tactical is currently producing negative expected returns and takes up 0.3562% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Direxion, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Direxion Hilton Current Valuation
Fairly Valued
Today
Please note that Direxion Hilton's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Direxion Hilton Tactical shows a prevailing Real Value of $18.21 per share. The current price of the fund is $18.14. We determine the value of Direxion Hilton Tactical from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Direxion Hilton is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Direxion Mutual Fund. However, Direxion Hilton'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 18.14 | Real 18.21 | Hype 18.22 | Naive 18.13 |
The intrinsic value of Direxion Hilton'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 Direxion Hilton'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 Direxion Hilton Tactical helps investors to forecast how Direxion 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 Direxion Hilton more accurately as focusing exclusively on Direxion Hilton's fundamentals will not take into account other important factors: Direxion Hilton Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Direxion Hilton's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Direxion Hilton Tactical, and traders can use it to determine the average amount a Direxion Hilton'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 = -0.0154
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HCYIX |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Direxion Hilton 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 Direxion Hilton by adding Direxion Hilton to a well-diversified portfolio.
Direxion Hilton Fundamentals Growth
Direxion Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Direxion Hilton, and Direxion Hilton 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 Direxion Mutual Fund performance.
| Price To Earning | 19.27 X | ||||
| Price To Book | 2.28 X | ||||
| Price To Sales | 2.61 X | ||||
| Total Asset | 100.63 M | ||||
About Direxion Hilton Performance
Evaluating Direxion Hilton's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Direxion Hilton 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 Direxion Hilton 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 utilizes a disciplined approach to balancing fixed income investments with historically higher income producing equity investments, with a focus on minimizing risk and volatility. The funds subadviser generally seeks to mitigate portfolio risk and volatility by creating a diversified portfolio of income producing securities that offer the potential for capital appreciation but also may invest in options to attempt to hedge volatility and portfolio risks.Things to note about Direxion Hilton Tactical performance evaluation
Checking the ongoing alerts about Direxion Hilton for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Direxion Hilton Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Direxion Hilton generated a negative expected return over the last 90 days | |
| The fund retains about 7.45% of its assets under management (AUM) in cash |
- Analyzing Direxion Hilton'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 Direxion Hilton's stock is overvalued or undervalued compared to its peers.
- Examining Direxion Hilton'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 Direxion Hilton's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Direxion Hilton's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Direxion Hilton's mutual fund. These opinions can provide insight into Direxion Hilton's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Direxion Mutual Fund
Direxion Hilton financial ratios help investors to determine whether Direxion 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 Direxion with respect to the benefits of owning Direxion Hilton security.
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