Hsbc Opportunity Fund Manager Performance Evaluation
| HSOAX Fund | USD 10.52 0.04 0.38% |
The fund retains a Market Volatility (i.e., Beta) of 0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hsbc Opportunity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hsbc Opportunity is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Hsbc Opportunity Fund are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Hsbc Opportunity may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.4500 |
Hsbc |
Hsbc Opportunity Relative Risk vs. Return Landscape
If you would invest 963.00 in Hsbc Opportunity Fund on September 13, 2024 and sell it today you would earn a total of 89.00 from holding Hsbc Opportunity Fund or generate 9.24% return on investment over 90 days. Hsbc Opportunity Fund is currently producing 0.145% returns and takes up 0.9637% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Hsbc, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hsbc Opportunity Current Valuation
Fairly Valued
Today
Please note that Hsbc Opportunity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hsbc Opportunity retains a regular Real Value of $10.44 per share. The prevalent price of the fund is $10.52. We determine the value of Hsbc Opportunity 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 Hsbc Opportunity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hsbc Mutual Fund. However, Hsbc Opportunity'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 10.52 | Real 10.44 | Hype 10.52 |
The intrinsic value of Hsbc Opportunity'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 Hsbc Opportunity'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 Hsbc Opportunity Fund helps investors to forecast how Hsbc 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 Hsbc Opportunity more accurately as focusing exclusively on Hsbc Opportunity's fundamentals will not take into account other important factors: Hsbc Opportunity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hsbc Opportunity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hsbc Opportunity Fund, and traders can use it to determine the average amount a Hsbc Opportunity'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 = 0.1504
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | HSOAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Hsbc Opportunity is performing at about 11% 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 Hsbc Opportunity by adding it to a well-diversified portfolio.
Hsbc Opportunity Fundamentals Growth
Hsbc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hsbc Opportunity, and Hsbc Opportunity 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 Hsbc Mutual Fund performance.
| Price To Earning | 23.08 X | ||||
| Price To Book | 3.84 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 8.03 M | ||||
About Hsbc Opportunity Performance
Evaluating Hsbc Opportunity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hsbc Opportunity 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 Hsbc Opportunity 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 seeks to achieve its investment objective by investing all of its assets in the Portfolio, which has the same investment objective as the fund. The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in U.S. equity securities of small and mid-cap companies that meet the Subadvisers fundamental and ESG criteria. Small- and mid-cap companies generally are defined as those companies with market capitalizations within the range represented in the Bloomberg US Growth Total Return Index.Things to note about Hsbc Opportunity performance evaluation
Checking the ongoing alerts about Hsbc Opportunity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hsbc Opportunity 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 98.5% of its assets under management (AUM) in equities |
- Analyzing Hsbc Opportunity'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 Hsbc Opportunity's stock is overvalued or undervalued compared to its peers.
- Examining Hsbc Opportunity'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 Hsbc Opportunity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hsbc Opportunity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hsbc Opportunity's mutual fund. These opinions can provide insight into Hsbc Opportunity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hsbc Mutual Fund
Hsbc Opportunity financial ratios help investors to determine whether Hsbc 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 Hsbc with respect to the benefits of owning Hsbc Opportunity security.
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