Hartford Schroders Small Fund Manager Performance Evaluation

SCUIX Fund  USD 30.76  0.55  1.76%   
The fund retains a Market Volatility (i.e., Beta) of 1.7, 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, Hartford Schroders will likely underperform.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Hartford Schroders Small are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Hartford Schroders showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date28th of February 2025
Expense Ratio1.1000
  

Hartford Schroders Relative Risk vs. Return Landscape

If you would invest  2,482  in Hartford Schroders Small on October 27, 2025 and sell it today you would earn a total of  594.00  from holding Hartford Schroders Small or generate 23.93% return on investment over 90 days. Hartford Schroders Small is currently producing 0.3704% returns and takes up 2.2806% volatility of returns over 90 trading days. Put another way, 20% of traded mutual funds are less volatile than Hartford, and 93% 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 Hartford Schroders is expected to generate 3.11 times more return on investment than the market. However, the company is 3.11 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Hartford Schroders Current Valuation

Undervalued
Today
30.76
Please note that Hartford Schroders' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Hartford Schroders Small retains a regular Real Value of $32.54 per share. The prevalent price of the fund is $30.76. We determine the value of Hartford Schroders Small 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 Schroders is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Schroders' 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  30.76 Real  32.54 Hype  30.76 Naive  32.15
The intrinsic value of Hartford Schroders' 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 Schroders' 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.
32.54
Real Value
34.82
Upside
Estimating the potential upside or downside of Hartford Schroders Small 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 Schroders more accurately as focusing exclusively on Hartford Schroders' fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.6429.1732.69
Details
Hype
Prediction
LowEstimatedHigh
28.4830.7633.04
Details
Naive
Forecast
LowNext ValueHigh
29.8632.1534.43
Details
Below is the normalized historical share price chart for Hartford Schroders Small extending back to July 29, 1994. 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 Hartford Schroders stands at 30.76, as last reported on the 25th of January, with the highest price reaching 30.76 and the lowest price hitting 30.76 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Hartford Schroders Fundamentals Growth

Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Schroders, and Hartford Schroders 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.

About Hartford Schroders Performance

Evaluating Hartford Schroders' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Schroders 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 Schroders 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 primarily in equity securities of small capitalization companies. It normally invests at least 80 percent of its assets in securities of small capitalization companies located in the United States. The equity securities in which the fund may invest include, but are not limited to, common and preferred stocks. The fund may invest in over-the-counter securities.

Things to note about Hartford Schroders Small performance evaluation

Checking the ongoing alerts about Hartford Schroders for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Schroders Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: SGH and Steel Dynamics confirm the submission of a NBIO to acquire BlueScope Steel Ltd - Sahm
The fund maintains about 5.66% of its assets in cash
Evaluating Hartford Schroders' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Hartford Schroders' mutual fund performance include:
  • Analyzing Hartford Schroders' 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 Schroders' stock is overvalued or undervalued compared to its peers.
  • Examining Hartford Schroders' 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 Schroders' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Schroders' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Hartford Schroders' mutual fund. These opinions can provide insight into Hartford Schroders' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Hartford Schroders' mutual fund performance is not an exact science, and many factors can impact Hartford Schroders' 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 Hartford Mutual Fund

Hartford Schroders 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 Schroders security.
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