Harbor Long Term Growers Etf Performance
| WINN Etf | USD 25.89 0.14 0.54% |
The etf retains a Market Volatility (i.e., Beta) of 1.02, which attests to a somewhat significant risk relative to the market. Harbor Long returns are very sensitive to returns on the market. As the market goes up or down, Harbor Long is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Harbor Long Term Growers has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest conflicting performance, the Etf's basic indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the ETF investors. ...more
1 | Acquisition by Schweinfurth Lynn S of 3784 shares of Harbor Long at 7.11 subject to Rule 16b-3 | 01/29/2025 |
2 | Harbor Long-Term Growers ETF Shares Sold by Towneley Capital Management Inc DE | 02/11/2025 |
3 | Acquisition by Schweinfurth Lynn S of 2043 shares of Harbor Long subject to Rule 16b-3 | 02/14/2025 |
4 | Transcend Capital Advisors LLC Sells 28,733 Shares of Harbor Long-Term Growers ETF | 02/21/2025 |
5 | Disposition of 66 shares by Lynch Peter L of Harbor Long at 13.8 subject to Rule 16b-3 | 02/25/2025 |
6 | Steward Partners Investment Advisory LLC Acquires 3,526 Shares of Harbor Long-Term Growers ETF - Defense World | 03/12/2025 |
7 | Disposition of 1915 shares by Follit Evelyn V of Harbor Long at 13.75 subject to Rule 16b-3 | 03/14/2025 |
8 | Acquisition by Josefowicz Gregory P of 11814 shares of Harbor Long subject to Rule 16b-3 | 03/21/2025 |
| In Threey Sharp Ratio | 0.50 |
Harbor |
Harbor Long Relative Risk vs. Return Landscape
If you would invest 2,819 in Harbor Long Term Growers on December 25, 2024 and sell it today you would lose (230.00) from holding Harbor Long Term Growers or give up 8.16% of portfolio value over 90 days. Harbor Long Term Growers is currently does not generate positive expected returns and assumes 1.4695% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of etfs are less volatile than Harbor, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Harbor Long Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harbor Long's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Harbor Long Term Growers, and traders can use it to determine the average amount a Harbor Long'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 = -0.0892
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WINN |
Estimated Market Risk
| 1.47 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Harbor Long 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 Harbor Long by adding Harbor Long to a well-diversified portfolio.
Harbor Long Fundamentals Growth
Harbor Etf prices reflect investors' perceptions of the future prospects and financial health of Harbor Long, and Harbor Long 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 Harbor Etf performance.
| Return On Asset | -0.04 | |||
| Profit Margin | (0.01) % | |||
| Operating Margin | 0.01 % | |||
| Current Valuation | 345.41 M | |||
| Shares Outstanding | 55.65 M | |||
| Price To Earning | (6.75) X | |||
| Price To Book | 0.65 X | |||
| Price To Sales | 0.08 X | |||
| Revenue | 6.88 B | |||
| EBITDA | 50.45 M | |||
| Cash And Equivalents | 207.76 M | |||
| Cash Per Share | 2.29 X | |||
| Total Debt | 42.76 M | |||
| Debt To Equity | 0.08 % | |||
| Cash Flow From Operations | 144.4 M | |||
| Earnings Per Share | (0.22) X | |||
| Total Asset | 64.79 M | |||
| Retained Earnings | 39.83 M | |||
| Current Asset | 887.93 M | |||
| Current Liabilities | 665.35 M | |||
About Harbor Long Performance
By examining Harbor Long's fundamental ratios, stakeholders can obtain critical insights into Harbor Long's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Harbor Long is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies that the sub-adviser believes to have above-average prospects for long-term growth. Harbor Long-Term is traded on NYSEARCA Exchange in the United States.| Harbor Long Term generated a negative expected return over the last 90 days | |
| The company reported the previous year's revenue of 6.88 B. Net Loss for the year was (70.13 M) with profit before overhead, payroll, taxes, and interest of 1.92 B. | |
| Over 92.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: Steward Partners Investment Advisory LLC Acquires 3,526 Shares of Harbor Long-Term Growers ETF - Defense World | |
| The fund keeps 98.73% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Harbor Long Term Growers. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
The market value of Harbor Long Term is measured differently than its book value, which is the value of Harbor that is recorded on the company's balance sheet. Investors also form their own opinion of Harbor Long's value that differs from its market value or its book value, called intrinsic value, which is Harbor Long's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Harbor Long's market value can be influenced by many factors that don't directly affect Harbor Long's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Harbor Long's value and its price as these two are different measures arrived at by different means. Investors typically determine if Harbor Long is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harbor Long's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.