Hartford Small Cap Fund Manager Performance Evaluation
| HBSGX Fund | USD 29.51 0.14 0.47% |
The fund retains a Market Volatility (i.e., Beta) of 1.43, 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 Small will likely underperform.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Hartford Small Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Hartford Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.8900 |
Hartford |
Hartford Small Relative Risk vs. Return Landscape
If you would invest 2,661 in Hartford Small Cap on August 28, 2024 and sell it today you would earn a total of 304.00 from holding Hartford Small Cap or generate 11.42% return on investment over 90 days. Hartford Small Cap is currently producing 0.1769% returns and takes up 1.2537% volatility of returns over 90 trading days. Put another way, 11% 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 Small Current Valuation
Fairly Valued
Today
Please note that Hartford Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hartford Small Cap retains a regular Real Value of $29.13 per share. The prevalent price of the fund is $29.51. We determine the value of Hartford Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Small'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 29.51 | Real 29.13 | Hype 29.65 |
The intrinsic value of Hartford Small'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 Small'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 Hartford Small Cap 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 Small more accurately as focusing exclusively on Hartford Small's fundamentals will not take into account other important factors: Hartford Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hartford Small Cap, and traders can use it to determine the average amount a Hartford Small'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 = 0.1411
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HBSGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Hartford Small is performing at about 11% 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 Small by adding it to a well-diversified portfolio.
Hartford Small Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Small, and Hartford Small 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 | 21.82 X | ||||
| Price To Book | 2.59 X | ||||
| Price To Sales | 1.27 X | ||||
| Total Asset | 1.37 B | ||||
About Hartford Small Performance
Evaluating Hartford Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford Small 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 Small 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 seeks its investment objective by investing primarily in common stocks of small capitalization companies that the funds sub-adviser, Wellington Management Company LLP , believes have superior growth potential. It invests at least 80 percent of its assets in common stocks of small capitalization companies. The advisor defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and SP SmallCap 600 Indices.Things to note about Hartford Small Cap performance evaluation
Checking the ongoing alerts about Hartford Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Hartford Small Cap retains 99.6% of its assets under management (AUM) in equities |
- Analyzing Hartford Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Small's mutual fund. These opinions can provide insight into Hartford Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hartford Mutual Fund
Hartford Small 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 Small security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |