Homestead Rural America Manager Performance
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Homestead Rural are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Homestead Rural America has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Homestead Rural is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Homestead Rural Relative Risk vs. Return Landscape
If you would invest (100.00) in Homestead Rural America on December 25, 2024 and sell it today you would earn a total of 100.00 from holding Homestead Rural America or generate -100.0% return on investment over 90 days. Homestead Rural America is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Homestead, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Homestead Rural Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Homestead Rural's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Homestead Rural America, and traders can use it to determine the average amount a Homestead Rural'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 = 0.0
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Based on monthly moving average Homestead Rural 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 Homestead Rural by adding Homestead Rural to a well-diversified portfolio.
Homestead Rural Fundamentals Growth
Homestead Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Homestead Rural, and Homestead Rural 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 Homestead Mutual Fund performance.
| Total Asset | 5.36 M | |||
Things to note about Homestead Rural America performance evaluation
Checking the ongoing alerts about Homestead Rural for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Homestead Rural America help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Homestead Rural is not yet fully synchronised with the market data | |
| Homestead Rural has some characteristics of a very speculative penny stock | |
| Homestead Rural has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 37.21% of its assets under management (AUM) in fixed income securities |
- Analyzing Homestead Rural'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 Homestead Rural's stock is overvalued or undervalued compared to its peers.
- Examining Homestead Rural'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 Homestead Rural's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Homestead Rural's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Homestead Rural's mutual fund. These opinions can provide insight into Homestead Rural's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Other Consideration for investing in Homestead Mutual Fund
If you are still planning to invest in Homestead Rural America check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Homestead Rural's history and understand the potential risks before investing.
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