Hedgerow Income And Fund Manager Performance Evaluation
| HIOIX Fund | USD 12.24 0.05 0.41% |
The fund retains a Market Volatility (i.e., Beta) of 0.0372, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hedgerow Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hedgerow Income is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Hedgerow Income And are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Hedgerow Income 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 | 30th of March 2023 | |
| Expense Ratio | 2.0100 |
Hedgerow |
Hedgerow Income Relative Risk vs. Return Landscape
If you would invest 1,204 in Hedgerow Income And on October 3, 2024 and sell it today you would earn a total of 20.00 from holding Hedgerow Income And or generate 1.66% return on investment over 90 days. Hedgerow Income And is currently producing 0.03% returns and takes up 0.8761% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Hedgerow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hedgerow Income Current Valuation
Undervalued
Today
Please note that Hedgerow Income's price fluctuation is slightly risky at this time. At this time, the entity appears to be undervalued. Hedgerow Income And retains a regular Real Value of $1.59 per share. The prevalent price of the fund is $12.24. We determine the value of Hedgerow Income And 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 Hedgerow Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hedgerow Mutual Fund. However, Hedgerow Income'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 12.24 | Real 1.59 | Hype 0.0 | Naive 12.02 |
The intrinsic value of Hedgerow Income'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 Hedgerow Income'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 Hedgerow Income And helps investors to forecast how Hedgerow 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 Hedgerow Income more accurately as focusing exclusively on Hedgerow Income's fundamentals will not take into account other important factors: Hedgerow Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hedgerow Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hedgerow Income And, and traders can use it to determine the average amount a Hedgerow Income'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 = 0.0342
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HIOIX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Hedgerow Income is performing at about 2% of its full potential. 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 Hedgerow Income by adding it to a well-diversified portfolio.
Hedgerow Income Fundamentals Growth
Hedgerow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hedgerow Income, and Hedgerow Income 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 Hedgerow Mutual Fund performance.
| Total Asset | 16.12 M | ||||
About Hedgerow Income Performance
Evaluating Hedgerow Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hedgerow Income 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 Hedgerow Income 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 funds investment objective is total return comprised of income and capital appreciation. To meet its investment objective, it will invest primarily in domestic equity securities that in the opinion of the manager have above average intellectual property portfolios and other characteristics, like strong earnings and dividend growth relative to their sector competitors and that are members of the SP 1500 Composite. It is non-diversified.Things to note about Hedgerow Income And performance evaluation
Checking the ongoing alerts about Hedgerow Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hedgerow Income And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 10.06% of its assets under management (AUM) in cash |
- Analyzing Hedgerow Income'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 Hedgerow Income's stock is overvalued or undervalued compared to its peers.
- Examining Hedgerow Income'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 Hedgerow Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hedgerow Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hedgerow Income's mutual fund. These opinions can provide insight into Hedgerow Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hedgerow Mutual Fund
Hedgerow Income financial ratios help investors to determine whether Hedgerow 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 Hedgerow with respect to the benefits of owning Hedgerow Income security.
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