Hood River Small Cap Fund Manager Performance Evaluation
| HRSIX Fund | USD 83.32 1.04 1.26% |
The fund retains a Market Volatility (i.e., Beta) of 1.35, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Hood River will likely underperform.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Hood River Small Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Hood River showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.9900 |
Hood |
Hood River Relative Risk vs. Return Landscape
If you would invest 7,223 in Hood River Small Cap on September 13, 2024 and sell it today you would earn a total of 1,109 from holding Hood River Small Cap or generate 15.35% return on investment over 90 days. Hood River Small Cap is currently producing 0.2346% returns and takes up 1.2459% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Hood, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hood River Current Valuation
Undervalued
Today
Please note that Hood River's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Hood River Small retains a regular Real Value of $88.63 per share. The prevalent price of the fund is $83.32. We determine the value of Hood River Small 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 Hood River is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hood Mutual Fund. However, Hood River'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 83.32 | Real 88.63 | Hype 82.28 | Naive 80.54 |
The intrinsic value of Hood River'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 Hood River'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 Hood River Small Cap helps investors to forecast how Hood 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 Hood River more accurately as focusing exclusively on Hood River's fundamentals will not take into account other important factors: Hood River Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hood River's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hood River Small Cap, and traders can use it to determine the average amount a Hood River'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 = 0.1883
| Best Portfolio | Best Equity | |||
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| Small Returns | HRSIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Hood River is performing at about 14% 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 Hood River by adding it to a well-diversified portfolio.
Hood River Fundamentals Growth
Hood Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hood River, and Hood River 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 Hood Mutual Fund performance.
| Total Asset | 1.03 B | ||||
About Hood River Performance
Evaluating Hood River's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hood River 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 Hood River 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, under normal market conditions, invests at least 80 percent of its net assets plus any borrowings for investment purposes in common stocks of U.S. corporations that are judged by Hood River to have strong growth characteristics or to be undervalued in the marketplace relative to underlying profitability and have a market capitalization which, at the time of purchase, is consistent with the capitalization ranges of the SP SmallCap 600 Index and the Russell 2000 Growth Index .Things to note about Hood River Small performance evaluation
Checking the ongoing alerts about Hood River for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hood River Small 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 99.32% of its assets under management (AUM) in equities |
- Analyzing Hood River'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 Hood River's stock is overvalued or undervalued compared to its peers.
- Examining Hood River'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 Hood River's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hood River's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hood River's mutual fund. These opinions can provide insight into Hood River's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hood Mutual Fund
Hood River financial ratios help investors to determine whether Hood 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 Hood with respect to the benefits of owning Hood River security.
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