Hartford Schroders Small Fund Manager Performance Evaluation
| SCURX Fund | USD 35.31 0.10 0.28% |
The fund retains a Market Volatility (i.e., Beta) of 1.4, 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
12 of 100
Weak | Strong |
Good
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 basic indicators, Hartford Schroders may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of February 2020 | |
| Expense Ratio | 0.9600 |
Hartford |
Hartford Schroders Relative Risk vs. Return Landscape
If you would invest 3,157 in Hartford Schroders Small on September 1, 2024 and sell it today you would earn a total of 374.00 from holding Hartford Schroders Small or generate 11.85% return on investment over 90 days. Hartford Schroders Small is currently producing 0.1815% returns and takes up 1.1468% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Hartford, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Schroders Current Valuation
Fairly Valued
Today
Please note that Hartford Schroders' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hartford Schroders Small retains a regular Real Value of $34.77 per share. The prevalent price of the fund is $35.31. 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 35.31 | Real 34.77 | Hype 35.31 | Naive 35.16 |
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.
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: Hartford Schroders Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Schroders' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hartford Schroders Small, and traders can use it to determine the average amount a Hartford Schroders' 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 = 0.1582
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SCURX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Hartford Schroders is performing at about 12% 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 Schroders by adding it to a well-diversified portfolio.
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.
| Total Asset | 29.11 M | ||||
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, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80 percent of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as 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.| The fund maintains about 5.66% of its assets in cash |
- 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.
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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