Hartford Schroders Emerging Fund Manager Performance Evaluation
| HHHYX Fund | USD 15.74 0.01 0.06% |
The fund retains a Market Volatility (i.e., Beta) of 0.92, which attests to possible diversification benefits within a given portfolio. Hartford Schroders returns are very sensitive to returns on the market. As the market goes up or down, Hartford Schroders is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Hartford Schroders Emerging are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Hartford Schroders 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 | 1st of March 2023 | |
| Expense Ratio | 1.1800 |
Hartford |
Hartford Schroders Relative Risk vs. Return Landscape
If you would invest 1,510 in Hartford Schroders Emerging on January 19, 2024 and sell it today you would earn a total of 64.00 from holding Hartford Schroders Emerging or generate 4.24% return on investment over 90 days. Hartford Schroders Emerging is currently producing 0.0686% returns and takes up 0.7355% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Hartford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Schroders Current Valuation
Fairly Valued
Today
Please note that Hartford Schroders' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hartford Schroders retains a regular Real Value of $15.75 per share. The prevalent price of the fund is $15.74. We determine the value of Hartford Schroders 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.
Our valuation method for Hartford Schroders Emerging is useful when determining the fair value of the Hartford mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Hartford Schroders. Since Hartford Schroders is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Schroders' 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 15.74 | Real 15.75 | Hype 15.74 | Naive 15.4 |
The real value of Hartford Mutual Fund, also known as its intrinsic value, is the underlying worth of Hartford Schroders Mutual Fund, which is reflected in its stock price. It is based on Hartford Schroders' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Hartford Schroders' 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 Hartford Schroders' 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 Hartford Schroders Emerging helps investors to forecast how Hartford 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 Hartford Schroders more accurately as focusing exclusively on Hartford Schroders' fundamentals will not take into account other important factors: Hartford Schroders Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Schroders' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hartford Schroders Emerging, and traders can use it to determine the average amount a Hartford Schroders' 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 = 0.0932
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Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Hartford Schroders is performing at about 7% 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 Hartford Schroders by adding it to a well-diversified portfolio.
Hartford Schroders Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Schroders, and Hartford Schroders 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 Hartford Mutual Fund performance.
| Total Asset | 108.11 M | ||||
About Hartford Schroders Performance
To evaluate Hartford Schroders 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 Hartford Schroders 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 Hartford 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 Schroders market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Hartford'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 normally invests at least 80 percent of its assets in equity securities of emerging market companies. The funds sub-advisers currently consider emerging market companies to be issuers listed or domiciled in, deriving more than 50 percent of their revenues or profits from, or having more than 50 percent of their assets in emerging markets. The equity securities in which the fund may invest include common stock, preferred stock and depositary receipts. It may invest in companies of any size market capitalization, but tends to focus on mid to large cap companies.Things to note about Hartford Schroders performance evaluation
Checking the ongoing alerts about Hartford Schroders for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Schroders help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -7.0% | |
| Hartford Schroders retains 95.46% of its assets under management (AUM) in equities |
- Analyzing Hartford Schroders' 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 Hartford Schroders' stock is overvalued or undervalued compared to its peers.
- Examining Hartford Schroders' 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 Hartford Schroders' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Schroders' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Schroders' mutual fund. These opinions can provide insight into Hartford Schroders' 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 Hartford Schroders Emerging. 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 manufacturing. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.