Hcm Dynamic Income Fund Manager Performance Evaluation
| HCMBX Fund | USD 10.22 0.03 0.29% |
The fund retains a Market Volatility (i.e., Beta) of 0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hcm Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hcm Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Hcm Dynamic Income are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Hcm Dynamic 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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Hcm Dynamic Relative Risk vs. Return Landscape
If you would invest 1,011 in Hcm Dynamic Income on August 27, 2024 and sell it today you would earn a total of 11.00 from holding Hcm Dynamic Income or generate 1.09% return on investment over 90 days. Hcm Dynamic Income is currently producing 0.0176% returns and takes up 0.384% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Hcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hcm Dynamic Current Valuation
Fairly Valued
Today
Please note that Hcm Dynamic's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Hcm Dynamic Income retains a regular Real Value of $10.19 per share. The prevalent price of the fund is $10.22. Our model calculates the value of Hcm Dynamic Income from evaluating the entity technical indicators and probability of bankruptcy. In general, investors 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 Hcm Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hcm Mutual Fund. However, Hcm Dynamic'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 10.22 | Real 10.19 | Hype 10.22 | Naive 10.21 |
The intrinsic value of Hcm Dynamic'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 Hcm Dynamic'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 Hcm Dynamic Income helps investors to forecast how Hcm 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 Hcm Dynamic more accurately as focusing exclusively on Hcm Dynamic's fundamentals will not take into account other important factors: Hcm Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hcm Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hcm Dynamic Income, and traders can use it to determine the average amount a Hcm Dynamic'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 = 0.0459
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HCMBX |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Hcm Dynamic is performing at about 3% 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 Hcm Dynamic by adding it to a well-diversified portfolio.
Hcm Dynamic Fundamentals Growth
Hcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hcm Dynamic, and Hcm Dynamic 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 Hcm Mutual Fund performance.
About Hcm Dynamic Performance
Evaluating Hcm Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hcm Dynamic 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 Hcm Dynamic 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 to achieve its investment objective through investments in long andor short positions in fixed income securities. It defines fixed income securities as bills, notes, structured notes, bonds, convertible bonds, or any other debt or debt-related securities, whether issued by U.S. or non-U.S. governments, U.S. or non-U.S. agencies or instrumentalities, or corporate entities, and having fixed, variable, floating or inverse floating rates.Things to note about Hcm Dynamic Income performance evaluation
Checking the ongoing alerts about Hcm Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hcm Dynamic Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Hcm Dynamic'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 Hcm Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Hcm Dynamic'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 Hcm Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hcm Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hcm Dynamic's mutual fund. These opinions can provide insight into Hcm Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hcm Mutual Fund
Hcm Dynamic financial ratios help investors to determine whether Hcm 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 Hcm with respect to the benefits of owning Hcm Dynamic security.
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