The Fixed Income Fund Manager Performance Evaluation
| HCHYX Fund | USD 7.55 0.01 0.13% |
The entity has a beta of 0.0855, which indicates not very significant fluctuations relative to the market. As returns on the market increase, the Fixed's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Fixed is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days The Fixed Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, The Fixed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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The Fixed Relative Risk vs. Return Landscape
If you would invest 767.00 in The Fixed Income on October 28, 2025 and sell it today you would lose (12.00) from holding The Fixed Income or give up 1.56% of portfolio value over 90 days. The Fixed Income is currently producing negative expected returns and takes up 0.3989% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than The, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
The Fixed Target Price Odds to finish over Current Price
The tendency of The 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 |
| 7.55 | 90 days | 7.55 | about 83.11 |
Based on a normal probability distribution, the odds of The Fixed to move above the current price in 90 days from now is about 83.11 (This The Fixed Income probability density function shows the probability of The Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon The Fixed has a beta of 0.0855. This usually indicates as returns on the market go up, The Fixed average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The Fixed Income will be expected to be much smaller as well. Additionally The Fixed Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. The Fixed Price Density |
| Price |
Predictive Modules for The Fixed
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fixed Income. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of The Fixed's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
The Fixed Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. The Fixed is not an exception. The market had few large corrections towards the The Fixed'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 The Fixed Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of The Fixed within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 0.09 | |
σ | Overall volatility | 0.06 | |
Ir | Information ratio | -0.27 |
The Fixed 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 The Fixed for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fixed Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Fixed Income generated a negative expected return over the last 90 days |
About The Fixed Performance
Evaluating The Fixed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if The Fixed 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 The Fixed 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.
Things to note about Fixed Income performance evaluation
Checking the ongoing alerts about The Fixed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fixed Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fixed Income generated a negative expected return over the last 90 days |
- Analyzing The Fixed'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 The Fixed's stock is overvalued or undervalued compared to its peers.
- Examining The Fixed'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 The Fixed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Fixed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of The Fixed's mutual fund. These opinions can provide insight into The Fixed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in The Mutual Fund
The Fixed financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Fixed security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |