Hartford Schroders Manager Performance Evaluation

HHHYX -- USA Fund  

USD 14.48  0.00  0.00%

The fund retains Market Volatility (i.e. Beta) of 0.0944 which attests that as returns on market increase, Hartford Schroders returns are expected to increase less than the market. However during bear market, the loss on holding Hartford Schroders will be expected to be smaller as well. . Although it is extremely important to respect Hartford Schroders current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By evaluating Hartford Schroders technical indicators you can presently evaluate if the expected return of 0.0282% will be sustainable into the future.
Horizon     30 Days    Login   to change

Hartford Schroders Relative Risk vs. Return Landscape

If you would invest  1,437  in Hartford Schroders Emerging Mkts Eq Y on December 18, 2018 and sell it today you would earn a total of  11.00  from holding Hartford Schroders Emerging Mkts Eq Y or generate 0.77% return on investment over 30 days. Hartford Schroders Emerging Mkts Eq Y is currently producing 0.0282% returns and takes up 1.2539% volatility of returns over 30 trading days. Put another way, 11% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Hartford Schroders is expected to generate 0.62 times more return on investment than the market. However, the company is 1.61 times less risky than the market. It trades about 0.02 of its potential returns per unit of risk. The DOW is currently generating roughly -0.03 per unit of risk.

Hartford Schroders Current Valuation

Fairly Valued
January 17, 2019
14.48
Market Value
14.39
Real Value
Target Odds
Odds Odds
18.14
Upside
Hartford Schroders is not very risky asset. Hartford Schroders retains regular Real Value of $14.39 per share. The prevalent price of the fund is $14.48. At this time the entity appears to be fairly valued. 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 to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Hartford Schroders Market Risk Analysis

Sharpe Ratio = 0.0225
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Hartford Schroders Relative Performance Indicators

Estimated Market Risk
 1.25
  actual daily
 
 11 %
of total potential
 
11
Expected Return
 0.03
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
 
1
Based on monthly moving average Hartford Schroders is performing at about 1% 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 Performance Rating

Hartford Schroders Emerging Mkts Eq Y Risk Adjusted Performance Analysis

1

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Hartford Schroders Emerging Mkts Eq Y are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days.

Hartford Schroders Alerts

Equity Alerts and Improvement Suggestions

On December 27, 2018 Hartford Schroders paid $ 0.191 per share dividend to its current shareholders
The fund retains 96.73% of its assets under management (AUM) in equities

Hartford Schroders Performance Indicators

Hartford Schroders Basic Price Performance Measures

Fifty Two Week Low13.63
Fifty Two Week High18.37
Annual Report Expense Ratio1.11%
Please also check Risk vs Return Analysis. Please also try Headlines Timeline module to stay connected to all market stories and filter out noise. drill down to analyze hype elasticity.
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