Hartford Stock Hls Fund Manager Performance Evaluation
| HIBSX Fund | USD 101.08 0.43 0.42% |
The fund retains a Market Volatility (i.e., Beta) of 0.53, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hartford Stock's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hartford Stock is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Hartford Stock Hls has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Hartford Stock is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7600 |
Hartford |
Hartford Stock Relative Risk vs. Return Landscape
If you would invest 10,642 in Hartford Stock Hls on September 23, 2024 and sell it today you would lose (534.00) from holding Hartford Stock Hls or give up 5.02% of portfolio value over 90 days. Hartford Stock Hls is currently producing negative expected returns and takes up 0.5479% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Hartford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Stock Current Valuation
Fairly Valued
Today
Please note that Hartford Stock's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hartford Stock Hls retains a regular Real Value of $101.93 per share. The prevalent price of the fund is $101.08. We determine the value of Hartford Stock Hls 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 Hartford Stock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Stock'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 101.08 | Real 101.93 | Hype 101.08 | Naive 98.85 |
The intrinsic value of Hartford Stock'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 Hartford Stock'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 Hartford Stock Hls helps investors to forecast how Hartford 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 Hartford Stock more accurately as focusing exclusively on Hartford Stock's fundamentals will not take into account other important factors: Hartford Stock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Stock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hartford Stock Hls, and traders can use it to determine the average amount a Hartford Stock'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 = -0.1418
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HIBSX |
Estimated Market Risk
| 0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hartford Stock 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 Hartford Stock by adding Hartford Stock to a well-diversified portfolio.
Hartford Stock Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Stock, and Hartford Stock 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 Hartford Mutual Fund performance.
| Price To Earning | 9.60 X | ||||
| Price To Book | 4.05 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 1.28 B | ||||
About Hartford Stock Performance
Evaluating Hartford Stock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Stock 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 Hartford Stock 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 normally invests at least 80 percent of its assets in equity securities. The advisor may invest in stocks within a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Index as selected by the funds sub-adviser, Wellington Management Company LLP . The fund may invest up to 20 percent of its net assets in the securities of foreign issuers and non-dollar securities.Things to note about Hartford Stock Hls performance evaluation
Checking the ongoing alerts about Hartford Stock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Stock Hls help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hartford Stock Hls generated a negative expected return over the last 90 days | |
| The fund retains 97.57% of its assets under management (AUM) in equities |
- Analyzing Hartford Stock'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 Hartford Stock's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Stock'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 Hartford Stock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Stock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Stock's mutual fund. These opinions can provide insight into Hartford Stock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hartford Mutual Fund
Hartford Stock financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford Stock security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |