Huaxia Fund (China) Performance
| 508077 Stock | 2.56 0.03 1.16% |
The company retains a Market Volatility (i.e., Beta) of -0.15, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Huaxia Fund are expected to decrease at a much lower rate. During the bear market, Huaxia Fund is likely to outperform the market. At this point, Huaxia Fund Management has a negative expected return of -0.12%. Please make sure to check out Huaxia Fund's standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to decide if Huaxia Fund Management performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Huaxia Fund Management has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Forward Dividend Yield 0.0298 |
| Dividend Yield | 0.0298 |
Huaxia |
Huaxia Fund Relative Risk vs. Return Landscape
If you would invest 275.00 in Huaxia Fund Management on August 25, 2024 and sell it today you would lose (19.00) from holding Huaxia Fund Management or give up 6.91% of portfolio value over 90 days. Huaxia Fund Management is generating negative expected returns and assumes 0.9077% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Huaxia, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Huaxia Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Huaxia Fund's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Huaxia Fund Management, and traders can use it to determine the average amount a Huaxia Fund'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 = -0.1292
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| Negative Returns | 508077 |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Huaxia Fund is not performing at its full potential. However, 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 Huaxia Fund by adding Huaxia Fund to a well-diversified portfolio.
About Huaxia Fund Performance
By analyzing Huaxia Fund's fundamental ratios, stakeholders can gain valuable insights into Huaxia Fund's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Huaxia Fund 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 Huaxia Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Huaxia Fund is entity of China. It is traded as Stock on SHG exchange.Things to note about Huaxia Fund Management performance evaluation
Checking the ongoing alerts about Huaxia Fund for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Huaxia Fund Management help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Huaxia Fund generated a negative expected return over the last 90 days |
- Analyzing Huaxia Fund'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 Huaxia Fund's stock is overvalued or undervalued compared to its peers.
- Examining Huaxia Fund'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 Huaxia Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Huaxia Fund's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Huaxia Fund's stock. These opinions can provide insight into Huaxia Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Huaxia Stock analysis
When running Huaxia Fund's price analysis, check to measure Huaxia Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Huaxia Fund is operating at the current time. Most of Huaxia Fund's value examination focuses on studying past and present price action to predict the probability of Huaxia Fund's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Huaxia Fund's price. Additionally, you may evaluate how the addition of Huaxia Fund to your portfolios can decrease your overall portfolio volatility.
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