Harbor Strategic Financial Statements From 2010 to 2024
| HNGSX Fund | USD 25.73 0.16 0.62% |
Check Harbor Strategic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Harbor Strategic'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 Strategic Valuation or Volatility modules.
Harbor |
Harbor Strategic Growth Mutual Fund One Year Return Analysis
Harbor Strategic'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 Strategic One Year Return | 18.56 % |
Most of Harbor Strategic'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 Strategic Growth 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 Strategic Growth has an One Year Return of 18.5588%. This is 29.06% lower than that of the Harbor family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Harbor Strategic Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Harbor Strategic's current stock value. Our valuation model uses many indicators to compare Harbor Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harbor Strategic competition to find correlations between indicators driving Harbor Strategic's intrinsic value. More Info.Harbor Strategic Growth 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 3,402 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 Strategic's earnings, one of the primary drivers of an investment's value.About Harbor Strategic Financial Statements
Harbor Strategic investors use historical fundamental indicators, such as Harbor Strategic'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 Strategic. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in equity securities that the Subadviser believes have strong growth characteristics and are undervalued in the marketplace. It invests primarily in equity securities, principally common and preferred stocks, of U.S. companies. The Subadviser tends to invest more significantly in equity securities of companies with larger market capitalizations, but may also invest in equity securities of companies with mid and small market capitalizations. The fund maintains a portfolio of approximately 30-50 stocks.
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 Strategic 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 Strategic security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |