Health Biotchnology Portfolio Fund Manager Performance Evaluation
| SBHIX Fund | USD 23.86 0.07 0.29% |
The fund retains a Market Volatility (i.e., Beta) of 0.78, 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
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Over the last 90 days Health Biotchnology Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Health Biotchnology is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of December 2022 | |
| Expense Ratio | 2.3500 |
Health |
Health Biotchnology Relative Risk vs. Return Landscape
If you would invest 2,380 in Health Biotchnology Portfolio on March 12, 2024 and sell it today you would earn a total of 6.00 from holding Health Biotchnology Portfolio or generate 0.25% return on investment over 90 days. Health Biotchnology Portfolio is currently producing 0.0063% returns and takes up 0.6842% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Health, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Health Biotchnology Current Valuation
Fairly Valued
Today
Please note that Health Biotchnology's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Health Biotchnology retains a regular Real Value of $23.71 per share. The prevalent price of the fund is $23.86. 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 23.86 | Real 23.71 | Hype 23.86 | Naive 24.18 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Health Biotchnology's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Health Biotchnology Portfolio, and traders can use it to determine the average amount a Health Biotchnology'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 = 0.0092
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| Negative Returns | SBHIX |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Health Biotchnology is not performing at its full potential. However, 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 Health Biotchnology by adding Health Biotchnology to a well-diversified portfolio.
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 | 6.52 M | |||
About Health Biotchnology Performance
To evaluate Health Biotchnology Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Health Biotchnology generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Health Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Health Biotchnology market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Health's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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.Evaluating Health Biotchnology's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Health Biotchnology's mutual fund performance include:- 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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |