Hawaii Municipal Bond Fund Manager Performance Evaluation
| BSHIX Fund | USD 10.16 0.01 0.1% |
The fund retains a Market Volatility (i.e., Beta) of 0.0013, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hawaii Municipal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hawaii Municipal is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Hawaii Municipal Bond are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Hawaii Municipal is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Vanguard to Offer Target-Date Funds That Contain Annuities - Barrons | 12/03/2025 |
Hawaii |
Hawaii Municipal Relative Risk vs. Return Landscape
If you would invest 999.00 in Hawaii Municipal Bond on November 28, 2025 and sell it today you would earn a total of 17.00 from holding Hawaii Municipal Bond or generate 1.7% return on investment over 90 days. Hawaii Municipal Bond is currently producing 0.0277% returns and takes up 0.0795% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Hawaii, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hawaii Municipal Current Valuation
Undervalued
Today
Please note that Hawaii Municipal's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Hawaii Municipal Bond retains a regular Real Value of $11.05 per share. The prevalent price of the fund is $10.16. We determine the value of Hawaii Municipal Bond 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 Hawaii Municipal is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hawaii Mutual Fund. However, Hawaii Municipal'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 10.16 | Real 11.05 | Hype 10.16 | Naive 10.16 |
The intrinsic value of Hawaii Municipal'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 Hawaii Municipal'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 Hawaii Municipal Bond helps investors to forecast how Hawaii 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 Hawaii Municipal more accurately as focusing exclusively on Hawaii Municipal's fundamentals will not take into account other important factors: Hawaii Municipal Target Price Odds to finish over Current Price
The tendency of Hawaii Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.16 | 90 days | 10.16 | roughly 2.46 |
Based on a normal probability distribution, the odds of Hawaii Municipal to move above the current price in 90 days from now is roughly 2.46 (This Hawaii Municipal Bond probability density function shows the probability of Hawaii Mutual Fund to fall within a particular range of prices over 90 days) .
Hawaii Municipal Price Density |
| Price |
Predictive Modules for Hawaii Municipal
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Hawaii Municipal Bond. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Hawaii Municipal Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Hawaii Municipal is not an exception. The market had few large corrections towards the Hawaii Municipal's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Hawaii Municipal Bond, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Hawaii Municipal within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0 | |
σ | Overall volatility | 0.06 | |
Ir | Information ratio | -1.01 |
Hawaii Municipal Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Hawaii Municipal for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Hawaii Municipal Bond can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 98.42% of its assets under management (AUM) in fixed income securities |
Hawaii Municipal Fundamentals Growth
Hawaii Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hawaii Municipal, and Hawaii Municipal 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 Hawaii Mutual Fund performance.
| Total Asset | 131.15 M | ||||
About Hawaii Municipal Performance
Evaluating Hawaii Municipal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hawaii Municipal 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 Hawaii Municipal 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 invests at least 80 percent of its net assets in investment grade municipal bonds, the interest from which is exempt from regular federal and Hawaii state income taxes. It may also invest in municipal bonds issued by other U.S. states, territories and possessions. There is no limit on the average maturity of the funds portfolio. The fund is non-diversified.Things to note about Hawaii Municipal Bond performance evaluation
Checking the ongoing alerts about Hawaii Municipal for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hawaii Municipal Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 98.42% of its assets under management (AUM) in fixed income securities |
- Analyzing Hawaii Municipal'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 Hawaii Municipal's stock is overvalued or undervalued compared to its peers.
- Examining Hawaii Municipal'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 Hawaii Municipal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hawaii Municipal's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hawaii Municipal's mutual fund. These opinions can provide insight into Hawaii Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hawaii Mutual Fund
Hawaii Municipal financial ratios help investors to determine whether Hawaii 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 Hawaii with respect to the benefits of owning Hawaii Municipal security.
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