Harbor Diversified International Fund Manager Performance Evaluation

HRIDX Fund  USD 15.55  0.08  0.51%   
The fund retains a Market Volatility (i.e., Beta) of 0.72, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Harbor Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Harbor Diversified is expected to be smaller as well.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Harbor Diversified International are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Harbor Diversified showed solid returns over the last few months and may actually be approaching a breakup point.
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These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons
12/18/2025
  

Harbor Diversified Relative Risk vs. Return Landscape

If you would invest  1,329  in Harbor Diversified International on October 31, 2025 and sell it today you would earn a total of  226.00  from holding Harbor Diversified International or generate 17.01% return on investment over 90 days. Harbor Diversified International is currently producing 0.2666% returns and takes up 0.9673% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Harbor, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Harbor Diversified is expected to generate 1.28 times more return on investment than the market. However, the company is 1.28 times more volatile than its market benchmark. It trades about 0.28 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Harbor Diversified Current Valuation

Undervalued
Today
15.55
Please note that Harbor Diversified's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Harbor Diversified retains a regular Real Value of $16.57 per share. The prevalent price of the fund is $15.55. We determine the value of Harbor Diversified 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 Harbor Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harbor Mutual Fund. However, Harbor Diversified'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  15.55 Real  16.57 Hype  15.58 Naive  15.71
The intrinsic value of Harbor Diversified'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 Harbor Diversified'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.
16.57
Real Value
17.54
Upside
Estimating the potential upside or downside of Harbor Diversified International helps investors to forecast how Harbor 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 Harbor Diversified more accurately as focusing exclusively on Harbor Diversified's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.2814.9515.61
Details
Hype
Prediction
LowEstimatedHigh
14.6115.5816.55
Details
Naive
Forecast
LowNext ValueHigh
14.7415.7116.68
Details
Below is the normalized historical share price chart for Harbor Diversified International extending back to November 02, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Harbor Diversified stands at 15.55, as last reported on the 29th of January, with the highest price reaching 15.55 and the lowest price hitting 15.55 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Harbor Diversified Target Price Odds to finish over Current Price

The tendency of Harbor Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 15.55 90 days 15.55 
roughly 2.41
Based on a normal probability distribution, the odds of Harbor Diversified to move above the current price in 90 days from now is roughly 2.41 (This Harbor Diversified International probability density function shows the probability of Harbor Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Harbor Diversified has a beta of 0.72. This usually indicates as returns on the market go up, Harbor Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Harbor Diversified International will be expected to be much smaller as well. Additionally Harbor Diversified International has an alpha of 0.1743, implying that it can generate a 0.17 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Harbor Diversified Price Density   
       Price  

Predictive Modules for Harbor Diversified

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Harbor Diversified. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Harbor Diversified's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
14.6115.5816.55
Details
Intrinsic
Valuation
LowRealHigh
14.0016.5717.54
Details
Naive
Forecast
LowNextHigh
14.7415.7116.68
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.2814.9515.61
Details

Harbor Diversified Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Harbor Diversified is not an exception. The market had few large corrections towards the Harbor Diversified's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Harbor Diversified International, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Harbor Diversified within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.17
β
Beta against Dow Jones0.72
σ
Overall volatility
0.80
Ir
Information ratio 0.17

Harbor Diversified Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Harbor Diversified for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Harbor Diversified can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains 97.32% of its assets under management (AUM) in equities

Harbor Diversified Fundamentals Growth

Harbor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harbor Diversified, and Harbor Diversified 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 Harbor Mutual Fund performance.
Total Asset895.33 M

About Harbor Diversified Performance

Evaluating Harbor Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Harbor Diversified 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 Harbor Diversified 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 invests primarily in common and preferred stocks of foreign companies. The Subadvisors investment strategy focuses on identifying attractive long-term investment opportunities that can arise as a result of certain capital cycle, or supply-side, conditions. Capital cycle investing is based on the concept that the prospect of high returns will attract excessive capital and competition and the prospect of low returns will excessively depress new capital investments and discourage competition.

Things to note about Harbor Diversified performance evaluation

Checking the ongoing alerts about Harbor Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harbor Diversified 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 97.32% of its assets under management (AUM) in equities
Evaluating Harbor Diversified's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Harbor Diversified's mutual fund performance include:
  • Analyzing Harbor Diversified'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 Harbor Diversified's stock is overvalued or undervalued compared to its peers.
  • Examining Harbor Diversified'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 Harbor Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harbor Diversified's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Harbor Diversified's mutual fund. These opinions can provide insight into Harbor Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Harbor Diversified's mutual fund performance is not an exact science, and many factors can impact Harbor Diversified's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Harbor Mutual Fund

Harbor Diversified 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 Diversified security.
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