Hancock Horizon Burkenroad Fund Three Year Return
Hancock Horizon Burkenroad fundamentals help investors to digest information that contributes to Hancock Horizon's financial success or failures. It also enables traders to predict the movement of Hancock Mutual Fund. The fundamental analysis module provides a way to measure Hancock Horizon's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Hancock Horizon mutual fund.
Hancock |
Hancock Horizon Burkenroad Mutual Fund Three Year Return Analysis
Hancock Horizon's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Hancock Horizon Three Year Return | (5.06) % |
Most of Hancock Horizon's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Hancock Horizon Burkenroad is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Hancock Horizon Burkenroad has a Three Year Return of -5.06%. This is much lower than that of the Hancock Horizon family and significantly lower than that of the Small Blend category. The three year return for all United States funds is notably higher than that of the company.
Hancock Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Hancock Horizon's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Hancock Horizon could also be used in its relative valuation, which is a method of valuing Hancock Horizon by comparing valuation metrics of similar companies.Hancock Horizon is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Hancock Horizon
The fund invests 99.63% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.37%) .Asset allocation divides Hancock Horizon's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Hancock Fundamentals
| Price To Earning | 20.13 X | |||
| Price To Book | 2.17 X | |||
| Price To Sales | 1.33 X | |||
| Total Asset | 133.23 M | |||
| One Year Return | (14.62) % | |||
| Three Year Return | (5.06) % | |||
| Five Year Return | (0.83) % | |||
| Ten Year Return | 7.77 % | |||
| Net Asset | 133.23 M | |||
| Minimum Initial Investment | 1 K | |||
| Cash Position Weight | 0.37 % | |||
| Equity Positions Weight | 99.63 % |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios. 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 employment. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Other Consideration for investing in Hancock Mutual Fund
If you are still planning to invest in Hancock Horizon Burk check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Hancock Horizon's history and understand the potential risks before investing.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |