The Hartford Balanced Fund Manager Performance Evaluation
| HBLTX Fund | USD 14.24 0.02 0.14% |
The entity has a beta of 0.52, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, the Hartford's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Hartford is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in The Hartford Balanced are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, The Hartford 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 February 2020 | |
| Expense Ratio | 0.6500 |
The |
The Hartford Relative Risk vs. Return Landscape
If you would invest 1,411 in The Hartford Balanced on January 25, 2024 and sell it today you would earn a total of 15.00 from holding The Hartford Balanced or generate 1.06% return on investment over 90 days. The Hartford Balanced is currently producing 0.0177% returns and takes up 0.4394% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than The, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
The Hartford Current Valuation
Fairly Valued
Today
Please note that The Hartford's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Hartford Balanced has a current Real Value of $14.26 per share. The regular price of the fund is $14.24. We determine the value of Hartford Balanced from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for The Hartford Balanced is useful when determining the fair value of the The mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of The Hartford. Since The Hartford is currently traded on the exchange, buyers and sellers on that exchange determine the market value of The Mutual Fund. However, The Hartford'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 14.24 | Real 14.26 | Hype 14.26 | Naive 14.23 |
The real value of The Mutual Fund, also known as its intrinsic value, is the underlying worth of Hartford Balanced Mutual Fund, which is reflected in its stock price. It is based on The Hartford's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of The Hartford'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 The Hartford'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 The Hartford Balanced helps investors to forecast how The 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 The Hartford more accurately as focusing exclusively on The Hartford's fundamentals will not take into account other important factors: The Hartford Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for The Hartford's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Hartford Balanced, and traders can use it to determine the average amount a The Hartford'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 = 0.0404
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HBLTX |
Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average The Hartford 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 The Hartford by adding it to a well-diversified portfolio.
The Hartford Fundamentals Growth
The Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of The Hartford, and The Hartford 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 The Mutual Fund performance.
| Price To Earning | 19.00 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 2.27 X | ||||
| Total Asset | 45.43 M | ||||
About The Hartford Performance
To evaluate Hartford Balanced 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 The Hartford 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 The 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 Hartford Balanced market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents The'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 targets an allocation of approximately 45 percent equity securities and 55 percent fixed income investments, with the allocation generally varying by no more than -5. The equity portion of the fund invests primarily in common stocks with a history of above-average dividends or expectations of increasing dividends. It may invest up to 20 percent of the fixed income portion of the portfolio in domestic non-investment grade debt.Things to note about Hartford Balanced performance evaluation
Checking the ongoing alerts about The Hartford for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Balanced 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 about 12.39% of its assets under management (AUM) in fixed income securities |
- Analyzing The Hartford'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 The Hartford's stock is overvalued or undervalued compared to its peers.
- Examining The Hartford'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 The Hartford's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Hartford's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of The Hartford's mutual fund. These opinions can provide insight into The Hartford's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in The Hartford Balanced. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.