Small Company Stock Fund Manager Performance Evaluation
| HSCSX Fund | USD 24.52 0.50 2.00% |
The entity has a beta of 1.18, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Small-company Stock will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Small Company Stock Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Small-company Stock showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.1400 |
Small-company |
Small-company Stock Relative Risk vs. Return Landscape
If you would invest 2,151 in Small Company Stock Fund on April 17, 2025 and sell it today you would earn a total of 301.00 from holding Small Company Stock Fund or generate 13.99% return on investment over 90 days. Small Company Stock Fund is currently producing 0.2273% returns and takes up 1.3398% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Small-company, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Small-company Stock Current Valuation
Undervalued
Today
Please note that Small-company Stock's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Small-company Stock has a current Real Value of $25.75 per share. The regular price of the fund is $24.52. We determine the value of Small-company Stock from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Small-company Stock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Small-company Mutual Fund. However, Small-company Stock'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 24.52 | Real 25.75 | Hype 24.52 | Naive 24.41 |
The intrinsic value of Small-company Stock'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 Small-company Stock'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 Small Company Stock Fund helps investors to forecast how Small-company 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 Small-company Stock more accurately as focusing exclusively on Small-company Stock's fundamentals will not take into account other important factors: Small-company Stock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Small-company Stock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Small Company Stock Fund, and traders can use it to determine the average amount a Small-company Stock'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 = 0.1697
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HSCSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.34 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Small-company Stock is performing at about 13% 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 Small-company Stock by adding it to a well-diversified portfolio.
Small-company Stock Fundamentals Growth
Small-company Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Small-company Stock, and Small-company Stock 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 Small-company Mutual Fund performance.
| Price To Earning | 16.52 X | ||||
| Price To Book | 1.89 X | ||||
| Price To Sales | 0.79 X | ||||
About Small-company Stock Performance
Evaluating Small-company Stock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Small-company Stock 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 Small-company Stock 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 generally invests in stocks of companies that homestead advisers believes are attractive based on its investment process. Under normal circumstances, it will invest at least 80 percent of its net assets in common stocks of companies whose market capitalization, at the time of purchase, is within the range of the market capitalization of companies represented in the Russell 2000 Index.Things to note about Small-company Stock performance evaluation
Checking the ongoing alerts about Small-company Stock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Small-company Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.5% of its assets under management (AUM) in equities |
- Analyzing Small-company Stock'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 Small-company Stock's stock is overvalued or undervalued compared to its peers.
- Examining Small-company Stock'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 Small-company Stock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Small-company Stock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Small-company Stock's mutual fund. These opinions can provide insight into Small-company Stock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Small-company Mutual Fund
Small-company Stock financial ratios help investors to determine whether Small-company 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 Small-company with respect to the benefits of owning Small-company Stock security.
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