Hcm Tactical Growth Fund Manager Performance Evaluation
| HCMSX Fund | USD 32.55 0.07 0.22% |
The fund retains a Market Volatility (i.e., Beta) of 1.28, which attests to 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, Hcm Tactical will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Hcm Tactical Growth are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Hcm Tactical may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 2.2500 |
Hcm |
Hcm Tactical Relative Risk vs. Return Landscape
If you would invest 2,932 in Hcm Tactical Growth on August 27, 2024 and sell it today you would earn a total of 316.00 from holding Hcm Tactical Growth or generate 10.78% return on investment over 90 days. Hcm Tactical Growth is currently producing 0.1718% returns and takes up 1.5416% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Hcm, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hcm Tactical Current Valuation
Fairly Valued
Today
Please note that Hcm Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hcm Tactical Growth retains a regular Real Value of $32.07 per share. The prevalent price of the fund is $32.55. We determine the value of Hcm Tactical Growth 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.
Since Hcm Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hcm Mutual Fund. However, Hcm Tactical'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 32.55 | Real 32.07 | Hype 32.48 | Naive 31.66 |
The intrinsic value of Hcm Tactical'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 Hcm Tactical'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 Hcm Tactical Growth helps investors to forecast how Hcm 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 Hcm Tactical more accurately as focusing exclusively on Hcm Tactical's fundamentals will not take into account other important factors: Hcm Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hcm Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hcm Tactical Growth, and traders can use it to determine the average amount a Hcm Tactical'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 = 0.1114
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HCMSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.54 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Hcm Tactical is performing at about 8% 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 Hcm Tactical by adding it to a well-diversified portfolio.
Hcm Tactical Fundamentals Growth
Hcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hcm Tactical, and Hcm Tactical 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 Hcm Mutual Fund performance.
| Price To Earning | 15.72 X | ||||
| Price To Book | 1.69 X | ||||
| Price To Sales | 0.95 X | ||||
| Total Asset | 1.04 B | ||||
About Hcm Tactical Performance
Evaluating Hcm Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hcm Tactical 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 Hcm Tactical 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 adviser seeks to achieve its investment objective through investments in domestic equity securities of any market capitalization, investment companies and cash and cash equivalents and put and call options. When the fund is out of the market, it invests in cash and cash equivalents andor put options to hedge the funds equities and to reduce volatility. The fund may be invested from 0-100 percent in cash and cash equivalents andor put and call options and 0-100 percent in equities depending on the strength of the trend identified by the HCM-BuyLine.Things to note about Hcm Tactical Growth performance evaluation
Checking the ongoing alerts about Hcm Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hcm Tactical Growth 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 about 12.01% of its assets under management (AUM) in cash |
- Analyzing Hcm Tactical'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 Hcm Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Hcm Tactical'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 Hcm Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hcm Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hcm Tactical's mutual fund. These opinions can provide insight into Hcm Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hcm Mutual Fund
Hcm Tactical financial ratios help investors to determine whether Hcm 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 Hcm with respect to the benefits of owning Hcm Tactical security.
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