The Growth Equity Fund Manager Performance Evaluation
| HCEGX Fund | USD 40.98 0.02 0.05% |
The fund retains a Market Volatility (i.e., Beta) of 0.89, which attests to possible diversification benefits within a given portfolio. Growth Equity returns are very sensitive to returns on the market. As the market goes up or down, Growth Equity is expected to follow.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Growth Equity are ranked lower than 30 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Growth Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Exclusive Trump Administration Weighs Eliminating Funds for Hospitals Offering Gender Care to Minors - WSJ | 06/30/2025 |
| Expense Ratio | 0.0400 |
Growth |
Growth Equity Relative Risk vs. Return Landscape
If you would invest 3,363 in The Growth Equity on April 21, 2025 and sell it today you would earn a total of 735.00 from holding The Growth Equity or generate 21.86% return on investment over 90 days. The Growth Equity is currently producing 0.3176% returns and takes up 0.827% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Growth, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Growth Equity, and traders can use it to determine the average amount a Growth Equity'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 = 0.384
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HCEGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.32 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.38 actual daily | 30 70% of assets perform better |
Based on monthly moving average Growth Equity is performing at about 30% of its full potential. 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 Growth Equity by adding it to a well-diversified portfolio.
About Growth Equity Performance
Evaluating Growth Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Equity 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 Growth Equity 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.
Growth Equity is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Growth Equity performance evaluation
Checking the ongoing alerts about Growth Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Exclusive Trump Administration Weighs Eliminating Funds for Hospitals Offering Gender Care to Minors - WSJ |
- Analyzing Growth Equity'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 Growth Equity's stock is overvalued or undervalued compared to its peers.
- Examining Growth Equity'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 Growth Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Equity's mutual fund. These opinions can provide insight into Growth Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Growth Mutual Fund
Growth Equity financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Equity security.
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