Hartford Equity Net Asset vs. Year To Date Return
| HQISX Fund | USD 20.11 0.22 1.08% |
For Hartford Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Hartford Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Hartford Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Hartford Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Hartford Equity over time as well as its relative position and ranking within its peers.
Hartford |
Hartford Equity Year To Date Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Hartford Equity's current stock value. Our valuation model uses many indicators to compare Hartford Equity value to that of its competitors to determine the firm's financial worth. The Hartford Equity is one of the top funds in net asset among similar funds. It also is one of the top funds in year to date return among similar funds . The ratio of Net Asset to Year To Date Return for The Hartford Equity is about 430,657,758 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hartford Equity's earnings, one of the primary drivers of an investment's value.Hartford Year To Date Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Hartford Equity |
| = | 4.23 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Hartford Equity |
| = | 9.83 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Hartford Year To Date Return Comparison
Hartford Equity is currently under evaluation in year to date return among similar funds.
Hartford Equity Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Hartford Equity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Hartford Equity will eventually generate negative long term returns. The profitability progress is the general direction of Hartford Equity's change in net profit over the period of time. It can combine multiple indicators of Hartford Equity, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its assets in equity securities. It invests primarily in equity securities of companies with market capitalizations above 2 billion. At the time of investment, every equity security in which the fund invests must pay a dividend or be expected to pay a dividend within the next 12 months. It may invest up to 20 percent of its net assets in the securities of foreign issuers and non-dollar securities.
Hartford Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Hartford Equity. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Hartford Equity position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Hartford Equity's important profitability drivers and their relationship over time.
Use Hartford Equity in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Hartford Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Hartford Equity will appreciate offsetting losses from the drop in the long position's value.Hartford Equity Pair Trading
The Hartford Equity Pair Trading Analysis
The ability to find closely correlated positions to Hartford Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Hartford Equity when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Hartford Equity - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Hartford Equity to buy it.
The correlation of Hartford Equity is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Hartford Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Hartford Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Hartford Equity can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Hartford Equity position
In addition to having Hartford Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run SRI Sustainable Growth Thematic Idea Now
SRI Sustainable Growth
Socially responsible investments that include companies making a positive, sustainable or social impact and exclude those making a negative impact. The SRI Sustainable Growth theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize SRI Sustainable Growth Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Hartford Mutual Fund
To fully project Hartford Equity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Hartford Equity at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Hartford Equity's income statement, its balance sheet, and the statement of cash flows.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |