Hunter Small Cap Fund Manager Performance Evaluation
| HSCVX Fund | USD 12.43 0.11 0.89% |
The fund retains a Market Volatility (i.e., Beta) of 0.22, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hunter Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hunter Small is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Hunter Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Hunter Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreHunter |
Hunter Small Relative Risk vs. Return Landscape
If you would invest 1,276 in Hunter Small Cap on September 22, 2024 and sell it today you would lose (44.00) from holding Hunter Small Cap or give up 3.45% of portfolio value over 90 days. Hunter Small Cap is currently producing negative expected returns and takes up 1.0697% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Hunter, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hunter Small Current Valuation
Fairly Valued
Today
Please note that Hunter Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hunter Small Cap retains a regular Real Value of $12.48 per share. The prevalent price of the fund is $12.43. We determine the value of Hunter Small Cap 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 Hunter Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hunter Mutual Fund. However, Hunter Small'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 12.43 | Real 12.48 | Hype 12.32 | Naive 11.9 |
The intrinsic value of Hunter Small'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 Hunter Small'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 Hunter Small Cap helps investors to forecast how Hunter 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 Hunter Small more accurately as focusing exclusively on Hunter Small's fundamentals will not take into account other important factors: Hunter Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hunter Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hunter Small Cap, and traders can use it to determine the average amount a Hunter Small'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 = -0.046
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HSCVX |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hunter Small 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 Hunter Small by adding Hunter Small to a well-diversified portfolio.
Hunter Small Fundamentals Growth
Hunter Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hunter Small, and Hunter Small 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 Hunter Mutual Fund performance.
| Price To Earning | 15.28 X | ||||
| Price To Book | 1.31 X | ||||
| Price To Sales | 0.65 X | ||||
About Hunter Small Performance
Evaluating Hunter Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hunter Small 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 Hunter Small 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 pursues its objective by investing, under normal circumstances, at least 80 percent of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with small market capitalizations. The fund currently defines a small capitalization company as one whose market capitalization, at the time of purchase, is within the range of the market capitalizations of companies in the Russell 2000 Value Index.Things to note about Hunter Small Cap performance evaluation
Checking the ongoing alerts about Hunter Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hunter Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hunter Small Cap generated a negative expected return over the last 90 days | |
| Hunter Small Cap generated five year return of -1.0% | |
| This fund retains 99.27% of its assets under management (AUM) in equities |
- Analyzing Hunter Small'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 Hunter Small's stock is overvalued or undervalued compared to its peers.
- Examining Hunter Small'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 Hunter Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hunter Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hunter Small's mutual fund. These opinions can provide insight into Hunter Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hunter Mutual Fund
Hunter Small financial ratios help investors to determine whether Hunter 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 Hunter with respect to the benefits of owning Hunter Small security.
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