Hartford Schroders Year To Date Return vs. Price To Book
| SMDVX Fund | USD 20.96 0.05 0.24% |
For Hartford Schroders profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Hartford Schroders to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Hartford Schroders Smallmid utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Hartford Schroders's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Hartford Schroders Smallmid over time as well as its relative position and ranking within its peers.
HARTFORD |
Hartford Schroders Price To Book vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Hartford Schroders's current stock value. Our valuation model uses many indicators to compare Hartford Schroders value to that of its competitors to determine the firm's financial worth. Hartford Schroders Smallmid is rated second largest fund in year to date return among similar funds. It also is rated second largest fund in price to book among similar funds fabricating about 0.11 of Price To Book per Year To Date Return. The ratio of Year To Date Return to Price To Book for Hartford Schroders Smallmid is roughly 8.77 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hartford Schroders' earnings, one of the primary drivers of an investment's value.HARTFORD Price To Book vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Hartford Schroders |
| = | 21.14 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Hartford Schroders |
| = | 2.41 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Hartford Schroders Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Hartford Schroders, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Hartford Schroders will eventually generate negative long term returns. The profitability progress is the general direction of Hartford Schroders' change in net profit over the period of time. It can combine multiple indicators of Hartford Schroders, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80 percent of its assets in securities of mid cap companies located in the United States. The fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. It may invest in common and preferred stocks, as well as in over-the-counter securities.
HARTFORD Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Hartford Schroders. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Hartford Schroders position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Hartford Schroders' important profitability drivers and their relationship over time.
Use Hartford Schroders in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Hartford Schroders position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Hartford Schroders will appreciate offsetting losses from the drop in the long position's value.Hartford Schroders Pair Trading
Hartford Schroders Smallmid Pair Trading Analysis
The ability to find closely correlated positions to Hartford Schroders could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Hartford Schroders when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Hartford Schroders - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Hartford Schroders Smallmid to buy it.
The correlation of Hartford Schroders is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Hartford Schroders moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Hartford Schroders moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Hartford Schroders can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Hartford Schroders position
In addition to having Hartford Schroders in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Measuring and Control Equipment Thematic Idea Now
Measuring and Control Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Measuring and Control Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Measuring and Control Equipment Theme or any other thematic opportunities.
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Other Information on Investing in HARTFORD Mutual Fund
To fully project Hartford Schroders' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Hartford Schroders at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Hartford Schroders' income statement, its balance sheet, and the statement of cash flows.
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