The Hartford Healthcare Fund Manager Performance Evaluation
| HGHSX Fund | USD 43.74 0.07 0.16% |
The entity has a beta of 0.61, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, the Hartford's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Hartford is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days The Hartford Healthcare has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 28th of February 2020 | |
| Expense Ratio | 1.2900 |
THE |
The Hartford Relative Risk vs. Return Landscape
If you would invest 4,716 in The Hartford Healthcare on September 2, 2024 and sell it today you would lose (342.00) from holding The Hartford Healthcare or give up 7.25% of portfolio value over 90 days. The Hartford Healthcare is currently producing negative expected returns and takes up 0.7821% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than THE, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
The Hartford Current Valuation
Fairly Valued
Today
Please note that The Hartford's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. The Hartford Healthcare has a current Real Value of $44.13 per share. The regular price of the fund is $43.74. We determine the value of The Hartford Healthcare 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 The Hartford is currently traded on the exchange, buyers and sellers on that exchange determine the market value of THE Mutual Fund. However, The Hartford'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 43.74 | Real 44.13 | Hype 45.46 | Naive 44.82 |
The intrinsic value of The Hartford'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 The Hartford'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 The Hartford Healthcare helps investors to forecast how THE 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 The Hartford more accurately as focusing exclusively on The Hartford's fundamentals will not take into account other important factors: The Hartford Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for The Hartford's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Hartford Healthcare, and traders can use it to determine the average amount a The Hartford'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 = -0.1464
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HGHSX |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average The Hartford is not performing at its full potential. However, 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 The Hartford by adding The Hartford to a well-diversified portfolio.
The Hartford Fundamentals Growth
THE Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of The Hartford, and The Hartford 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 THE Mutual Fund performance.
| Price To Earning | 22.17 X | ||||
| Price To Book | 2.50 X | ||||
| Price To Sales | 1.45 X | ||||
| Total Asset | 28.29 M | ||||
About The Hartford Performance
Evaluating The Hartford's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if The Hartford 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 The Hartford 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP . The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.Things to note about The Hartford Healthcare performance evaluation
Checking the ongoing alerts about The Hartford for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for The Hartford Healthcare help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The Hartford generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| The Hartford Healthcare retains 98.26% of its assets under management (AUM) in equities |
- Analyzing The Hartford'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 The Hartford's stock is overvalued or undervalued compared to its peers.
- Examining The Hartford'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 The Hartford's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Hartford's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of The Hartford's mutual fund. These opinions can provide insight into The Hartford's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in THE Mutual Fund
The Hartford financial ratios help investors to determine whether THE 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 THE with respect to the benefits of owning The Hartford security.
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