Hw Opportunities Mp Fund Manager Performance Evaluation
| HOMPX Fund | USD 16.13 0.11 0.69% |
The fund owns a Beta (Systematic Risk) of -0.0304, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Hw Opportunities are expected to decrease at a much lower rate. During the bear market, Hw Opportunities is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Hw Opportunities Mp are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Hw Opportunities is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreHOMPX |
Hw Opportunities Relative Risk vs. Return Landscape
If you would invest 1,577 in Hw Opportunities Mp on August 28, 2024 and sell it today you would earn a total of 36.00 from holding Hw Opportunities Mp or generate 2.28% return on investment over 90 days. Hw Opportunities Mp is currently producing 0.039% returns and takes up 0.8051% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than HOMPX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hw Opportunities Current Valuation
Fairly Valued
Today
Please note that Hw Opportunities' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hw Opportunities owns a latest Real Value of $16.04 per share. The recent price of the fund is $16.13. We determine the value of Hw Opportunities from reviewing 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, in the future, mutual fund prices and their ongoing real values will blend.
Since Hw Opportunities is currently traded on the exchange, buyers and sellers on that exchange determine the market value of HOMPX Mutual Fund. However, Hw Opportunities' 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 16.13 | Real 16.04 | Hype 16.13 | Naive 15.65 |
The intrinsic value of Hw Opportunities' 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 Hw Opportunities' 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 Hw Opportunities Mp helps investors to forecast how HOMPX 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 Hw Opportunities more accurately as focusing exclusively on Hw Opportunities' fundamentals will not take into account other important factors: Hw Opportunities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hw Opportunities' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hw Opportunities Mp, and traders can use it to determine the average amount a Hw Opportunities' 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 = 0.0485
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HOMPX |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.04 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 Hw Opportunities 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 Hw Opportunities by adding it to a well-diversified portfolio.
Hw Opportunities Fundamentals Growth
HOMPX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hw Opportunities, and Hw Opportunities 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 HOMPX Mutual Fund performance.
| Total Asset | 26.11 M | ||||
About Hw Opportunities Performance
Evaluating Hw Opportunities' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hw Opportunities 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 Hw Opportunities 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 normally invests in equity securities, such as common stocks and preferred stocks of any size market capitalization, and investment grade and high yield fixed income securities. It also intends to invest a significant portion of its assets in companies in the financial sector. The fund may invest in foreign securities. The fund is non-diversified.Things to note about Hw Opportunities performance evaluation
Checking the ongoing alerts about Hw Opportunities for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hw Opportunities 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 93.72% of its assets under management (AUM) in equities |
- Analyzing Hw Opportunities' 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 Hw Opportunities' stock is overvalued or undervalued compared to its peers.
- Examining Hw Opportunities' 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 Hw Opportunities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hw Opportunities' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hw Opportunities' mutual fund. These opinions can provide insight into Hw Opportunities' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in HOMPX Mutual Fund
Hw Opportunities financial ratios help investors to determine whether HOMPX 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 HOMPX with respect to the benefits of owning Hw Opportunities security.
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