Harbor Convertible Financial Statements From 2010 to 2024
| HACSX Fund | USD 11.91 0.01 0.08% |
Check Harbor Convertible financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Harbor Convertible's main balance sheet or income statement drivers, such as , as well as many indicators such as . HARBOR financial statements analysis is a perfect complement when working with Harbor Convertible Valuation or Volatility modules.
HARBOR |
Harbor Vertible Securities Mutual Fund One Year Return Analysis
Harbor Convertible's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Harbor Convertible One Year Return | 22.90 % |
Most of Harbor Convertible's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Harbor Vertible Securities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Harbor Vertible Securities has an One Year Return of 22.9045%. This is 12.44% lower than that of the Harbor family and significantly higher than that of the Convertibles category. The one year return for all United States funds is notably lower than that of the firm.
Harbor Vertible Secu Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Harbor Convertible's current stock value. Our valuation model uses many indicators to compare Harbor Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harbor Convertible competition to find correlations between indicators driving Harbor Convertible's intrinsic value. More Info.Harbor Vertible Securities is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 3,701 of Year To Date Return per Annual Yield. 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 Harbor Convertible's earnings, one of the primary drivers of an investment's value.About Harbor Convertible Financial Statements
Harbor Convertible investors use historical fundamental indicators, such as Harbor Convertible's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Harbor Convertible. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in a diversified portfolio of convertible securities. It invests primarily in U.S. dollar denominated securities, including those of foreign issuers however, the fund may invest in securities denominated in other currencies.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in HARBOR Mutual Fund
Harbor Convertible financial ratios help investors to determine whether HARBOR 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 HARBOR with respect to the benefits of owning Harbor Convertible security.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |