Harbor All Weather Inflation Etf Performance
| HGER Etf | USD 22.91 0.17 0.75% |
The etf retains a Market Volatility (i.e., Beta) of -0.0236, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Harbor All are expected to decrease at a much lower rate. During the bear market, Harbor All is likely to outperform the market.
Risk-Adjusted Performance
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Harbor All Weather Inflation are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, Harbor All is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Silver or Silver ETFs Which has given higher return on Rs 10 lakh initial investment - Zee Business | 09/30/2024 |
Harbor |
Harbor All Relative Risk vs. Return Landscape
If you would invest 2,226 in Harbor All Weather Inflation on August 26, 2024 and sell it today you would earn a total of 65.00 from holding Harbor All Weather Inflation or generate 2.92% return on investment over 90 days. Harbor All Weather Inflation is currently generating 0.048% in daily expected returns and assumes 0.8723% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Harbor, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Harbor All Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harbor All's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Harbor All Weather Inflation, and traders can use it to determine the average amount a Harbor All'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 = 0.0551
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Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Harbor All is performing at about 4% 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 Harbor All by adding it to a well-diversified portfolio.
About Harbor All Performance
Assessing Harbor All's fundamental ratios provides investors with valuable insights into Harbor All's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Harbor All is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Harbor All is entity of United States. It is traded as Etf on NYSE exchange.