The Hartford Capital Fund Manager Performance Evaluation
| ITHTX Fund | USD 60.95 0.10 0.16% |
The fund retains a Market Volatility (i.e., Beta) of 0.81, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hartford Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hartford Capital is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in The Hartford Capital are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Hartford Capital may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of February 2020 | |
| Expense Ratio | 0.8100 |
Hartford |
Hartford Capital Relative Risk vs. Return Landscape
If you would invest 5,619 in The Hartford Capital on September 12, 2024 and sell it today you would earn a total of 476.00 from holding The Hartford Capital or generate 8.47% return on investment over 90 days. The Hartford Capital is currently producing 0.1314% returns and takes up 0.6839% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Hartford, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Capital Current Valuation
Undervalued
Today
Please note that Hartford Capital's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Hartford Capital retains a regular Real Value of $64.71 per share. The prevalent price of the fund is $60.95. We determine the value of Hartford Capital 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 Hartford Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Capital'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 60.95 | Real 64.71 | Hype 60.95 | Naive 60.8 |
The intrinsic value of Hartford Capital'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 Hartford Capital'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 Capital helps investors to forecast how Hartford 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 Hartford Capital more accurately as focusing exclusively on Hartford Capital's fundamentals will not take into account other important factors: Hartford Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Hartford Capital, and traders can use it to determine the average amount a Hartford Capital'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 = 0.1922
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | ITHTX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Hartford Capital is performing at about 15% 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 Hartford Capital by adding it to a well-diversified portfolio.
Hartford Capital Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Capital, and Hartford Capital 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 Hartford Mutual Fund performance.
| Price To Earning | 18.36 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.67 X | ||||
| Total Asset | 39.62 M | ||||
About Hartford Capital Performance
Evaluating Hartford Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Capital 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 Hartford Capital 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 normally invests at least 65 percent of its net assets in common stocks. It may invest in securities of any market capitalization, but the advisor tends to focus on medium and large companies. Based on market or economic conditions, the fund may, through its stock selection process, focus in one or more sectors of the market. The fund may trade portfolio securities actively.Things to note about Hartford Capital performance evaluation
Checking the ongoing alerts about Hartford Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Capital 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 96.79% of its assets under management (AUM) in equities |
- Analyzing Hartford Capital'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 Hartford Capital's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Capital'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 Hartford Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Capital's mutual fund. These opinions can provide insight into Hartford Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hartford Mutual Fund
Hartford Capital financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford Capital security.
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