Eagle Capital Appreciation Fund Manager Performance Evaluation
| HRCIX Fund | USD 59.75 0.55 0.91% |
The fund shows a Beta (market volatility) of 0.41, which means possible diversification benefits within a given portfolio. As returns on the market increase, Eagle Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eagle Capital is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Eagle Capital Appreciation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Eagle Capital 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 | 1st of March 2023 | |
| Expense Ratio | 0.7000 |
Eagle |
Eagle Capital Relative Risk vs. Return Landscape
If you would invest 6,182 in Eagle Capital Appreciation on October 2, 2024 and sell it today you would lose (207.00) from holding Eagle Capital Appreciation or give up 3.35% of portfolio value over 90 days. Eagle Capital Appreciation is currently producing negative expected returns and takes up 1.8733% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Eagle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eagle Capital Current Valuation
Overvalued
Today
Please note that Eagle Capital's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Eagle Capital Apprec shows a prevailing Real Value of $53.67 per share. The current price of the fund is $59.75. We determine the value of Eagle Capital Apprec 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 Eagle Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eagle Mutual Fund. However, Eagle Capital'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 59.75 | Real 53.67 | Hype 60.3 | Naive 60.34 |
The intrinsic value of Eagle Capital'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 Eagle Capital'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 Eagle Capital Appreciation helps investors to forecast how Eagle 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 Eagle Capital more accurately as focusing exclusively on Eagle Capital's fundamentals will not take into account other important factors: Eagle Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eagle Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Eagle Capital Appreciation, and traders can use it to determine the average amount a Eagle Capital'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 = -0.0191
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HRCIX |
Estimated Market Risk
| 1.87 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.04 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 Eagle Capital 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 Eagle Capital by adding Eagle Capital to a well-diversified portfolio.
Eagle Capital Fundamentals Growth
Eagle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eagle Capital, and Eagle Capital 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 Eagle Mutual Fund performance.
| Price To Earning | 18.66 X | ||||
| Price To Book | 4.03 X | ||||
| Price To Sales | 1.72 X | ||||
| Total Asset | 208.16 M | ||||
About Eagle Capital Performance
Evaluating Eagle Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eagle Capital 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 Eagle Capital 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.
During normal market conditions, the fund seeks to achieve its objective by investing at least 65 percent of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. In addition, the portfolio management team prefers to purchase stocks that appear to be underpriced in relation to the companys long-term growth fundamentals. The strategy of the funds portfolio management team is based upon systematic analysis of fundamental and technical factors, significantly aided by a quantitative process.Things to note about Eagle Capital Apprec performance evaluation
Checking the ongoing alerts about Eagle Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eagle Capital Apprec help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eagle Capital Apprec generated a negative expected return over the last 90 days | |
| The fund retains 99.41% of its assets under management (AUM) in equities |
- Analyzing Eagle Capital'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 Eagle Capital's stock is overvalued or undervalued compared to its peers.
- Examining Eagle Capital'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 Eagle Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eagle Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eagle Capital's mutual fund. These opinions can provide insight into Eagle Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Eagle Mutual Fund
Eagle Capital financial ratios help investors to determine whether Eagle 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 Eagle with respect to the benefits of owning Eagle Capital security.
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