Health Biotchnology Portfolio Fund Manager Performance Evaluation
| SHPCX Fund | USD 14.30 0.14 0.99% |
The fund retains a Market Volatility (i.e., Beta) of 0.36, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Health Biotchnology's returns are expected to increase less than the market. However, during the bear market, the loss of holding Health Biotchnology is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Health Biotchnology Portfolio are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Health Biotchnology showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 29th of December 2025 | |
| Expense Ratio | 3.6000 |
Health |
Health Biotchnology Relative Risk vs. Return Landscape
If you would invest 1,259 in Health Biotchnology Portfolio on November 5, 2025 and sell it today you would earn a total of 171.00 from holding Health Biotchnology Portfolio or generate 13.58% return on investment over 90 days. Health Biotchnology Portfolio is currently producing 0.2177% returns and takes up 1.0374% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Health, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Health Biotchnology Current Valuation
Undervalued
Today
Please note that Health Biotchnology's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Health Biotchnology regular Real Value cannot be determined due to lack of data. The prevalent price of Health Biotchnology is $14.3. We determine the value of Health Biotchnology 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 Health Biotchnology is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Health Mutual Fund. However, Health Biotchnology'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 14.3 | Real 0.0 | Hype 0.0 | Naive 14.36 |
The intrinsic value of Health Biotchnology'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 Health Biotchnology'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 Health Biotchnology Portfolio helps investors to forecast how Health 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 Health Biotchnology more accurately as focusing exclusively on Health Biotchnology's fundamentals will not take into account other important factors: Health Biotchnology Target Price Odds to finish over Current Price
The tendency of Health 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 |
| 14.30 | 90 days | 14.30 | about 13.07 |
Based on a normal probability distribution, the odds of Health Biotchnology to move above the current price in 90 days from now is about 13.07 (This Health Biotchnology Portfolio probability density function shows the probability of Health Mutual Fund to fall within a particular range of prices over 90 days) .
Health Biotchnology Price Density |
| Price |
Predictive Modules for Health Biotchnology
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Health Biotchnology. 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 Health Biotchnology'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.
Health Biotchnology Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Health Biotchnology is not an exception. The market had few large corrections towards the Health Biotchnology'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 Health Biotchnology Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Health Biotchnology within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 0.36 | |
σ | Overall volatility | 0.65 | |
Ir | Information ratio | 0.17 |
Health Biotchnology 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 Health Biotchnology for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Health Biotchnology can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Is Franklin Natural Resources A a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund maintains 99.2% of its assets in stocks |
Health Biotchnology Fundamentals Growth
Health Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Health Biotchnology, and Health Biotchnology 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 Health Mutual Fund performance.
| Price To Earning | 18.07 X | |||
| Price To Book | 2.64 X | |||
| Price To Sales | 0.75 X | |||
| Total Asset | 430 K | |||
About Health Biotchnology Performance
Evaluating Health Biotchnology's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Health Biotchnology 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 Health Biotchnology 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 will normally invest at least 80 percent of its total assets in equity securities of U.S. and foreign healthcare companies and biotechnology companies, regardless of their stock market value . Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. The Adviser utilizes a top-down investment approach focused on long-term economic trends.Things to note about Health Biotchnology performance evaluation
Checking the ongoing alerts about Health Biotchnology for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Health Biotchnology help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Is Franklin Natural Resources A a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund maintains 99.2% of its assets in stocks |
- Analyzing Health Biotchnology'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 Health Biotchnology's stock is overvalued or undervalued compared to its peers.
- Examining Health Biotchnology'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 Health Biotchnology's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Health Biotchnology's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Health Biotchnology's mutual fund. These opinions can provide insight into Health Biotchnology's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Health Mutual Fund
Health Biotchnology financial ratios help investors to determine whether Health 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 Health with respect to the benefits of owning Health Biotchnology security.
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