Harbor Vertible Securities Fund Manager Performance Evaluation
| HACSX Fund | USD 10.25 0.02 0.19% |
The fund retains a Market Volatility (i.e., Beta) of 0.0514, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Harbor Vertible's returns are expected to increase less than the market. However, during the bear market, the loss of holding Harbor Vertible is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Harbor Vertible Securities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Harbor Vertible 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 | 0.7100 |
Harbor |
Harbor Vertible Relative Risk vs. Return Landscape
If you would invest 1,032 in Harbor Vertible Securities on January 20, 2024 and sell it today you would lose (7.00) from holding Harbor Vertible Securities or give up 0.68% of portfolio value over 90 days. Harbor Vertible Securities is currently producing negative expected returns and takes up 0.5356% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Harbor, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Harbor Vertible Current Valuation
Fairly Valued
Today
Please note that Harbor Vertible's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Harbor Vertible Secu retains a regular Real Value of $10.32 per share. The prevalent price of the fund is $10.25. We determine the value of Harbor Vertible Secu 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.
Our valuation method for Harbor Vertible Securities is useful when determining the fair value of the Harbor mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Harbor Vertible. Since Harbor Vertible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harbor Mutual Fund. However, Harbor Vertible'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 10.25 | Real 10.32 | Hype 10.25 | Naive 10.09 |
The real value of Harbor Mutual Fund, also known as its intrinsic value, is the underlying worth of Harbor Vertible Secu Mutual Fund, which is reflected in its stock price. It is based on Harbor Vertible's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Harbor Vertible'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 Harbor Vertible'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 Harbor Vertible Securities helps investors to forecast how Harbor 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 Harbor Vertible more accurately as focusing exclusively on Harbor Vertible's fundamentals will not take into account other important factors: Harbor Vertible Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harbor Vertible's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Harbor Vertible Securities, and traders can use it to determine the average amount a Harbor Vertible'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 = -0.0175
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HACSX |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Harbor Vertible 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 Vertible by adding Harbor Vertible to a well-diversified portfolio.
Harbor Vertible Fundamentals Growth
Harbor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harbor Vertible, and Harbor Vertible 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 Mutual Fund performance.
| Total Asset | 25.23 M | ||||
About Harbor Vertible Performance
To evaluate Harbor Vertible Secu Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Harbor Vertible generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Harbor Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Harbor Vertible Secu market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Harbor's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The investment seeks to maximize total returns . Harbor Convertible is traded on NASDAQ Exchange in the United States.Things to note about Harbor Vertible Secu performance evaluation
Checking the ongoing alerts about Harbor Vertible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harbor Vertible Secu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Harbor Vertible Secu generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Harbor Vertible Secu retains most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Harbor Vertible'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 Harbor Vertible's stock is overvalued or undervalued compared to its peers.
- Examining Harbor Vertible'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 Harbor Vertible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harbor Vertible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Harbor Vertible's mutual fund. These opinions can provide insight into Harbor Vertible's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Harbor Vertible Securities. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.