The Hartford Total Fund Manager Performance Evaluation
| ITBAX Fund | USD 9.19 0.03 0.33% |
The fund retains a Market Volatility (i.e., Beta) of -0.0727, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Hartford Total are expected to decrease at a much lower rate. During the bear market, Hartford Total is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days The Hartford Total has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Hartford Total 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 | 0.6900 |
Hartford |
Hartford Total Relative Risk vs. Return Landscape
If you would invest 930.00 in The Hartford Total on September 3, 2024 and sell it today you would lose (11.00) from holding The Hartford Total or give up 1.18% of portfolio value over 90 days. The Hartford Total is currently producing negative expected returns and takes up 0.3026% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Hartford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Total Current Valuation
Overvalued
Today
Please note that Hartford Total's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Hartford Total retains a regular Real Value of $8.84 per share. The prevalent price of the fund is $9.19. We determine the value of Hartford Total 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 Hartford Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Total'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 9.19 | Real 8.84 | Hype 9.19 | Naive 9.21 |
The intrinsic value of Hartford Total'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 Hartford Total'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 The Hartford Total helps investors to forecast how Hartford 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 Hartford Total more accurately as focusing exclusively on Hartford Total's fundamentals will not take into account other important factors: Hartford Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Hartford Total, and traders can use it to determine the average amount a Hartford Total'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 = -0.0599
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ITBAX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hartford Total 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 Hartford Total by adding Hartford Total to a well-diversified portfolio.
Hartford Total Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Total, and Hartford Total 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 Hartford Mutual Fund performance.
| Price To Sales | 0.63 X | ||||
| Total Asset | 1.01 B | ||||
About Hartford Total Performance
Evaluating Hartford Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Total 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 Hartford Total 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 invests at least 80 percent of its assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20 percent of its net assets in securities rated below investment grade .Things to note about Hartford Total performance evaluation
Checking the ongoing alerts about Hartford Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hartford Total generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Hartford Total retains about 14.41% of its assets under management (AUM) in fixed income securities |
- Analyzing Hartford Total'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 Hartford Total's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Total'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 Hartford Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Total's mutual fund. These opinions can provide insight into Hartford Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hartford Mutual Fund
Hartford Total financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford Total security.
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