The Government Fixed Fund Manager Performance Evaluation
| HCUSX Fund | USD 8.31 0.18 0.48% |
The fund retains a Market Volatility (i.e., Beta) of -0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Government Fixed are expected to decrease at a much lower rate. During the bear market, Government Fixed is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days The Government Fixed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Government Fixed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Government |
Government Fixed Relative Risk vs. Return Landscape
If you would invest 847.00 in The Government Fixed on January 19, 2024 and sell it today you would lose (15.00) from holding The Government Fixed or give up 1.77% of portfolio value over 90 days. The Government Fixed is currently producing negative expected returns and takes up 0.3627% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Government, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Government Fixed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Government Fixed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Government Fixed, and traders can use it to determine the average amount a Government Fixed'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 = -0.0764
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HCUSX |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Government Fixed 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 Government Fixed by adding Government Fixed to a well-diversified portfolio.
About Government Fixed Performance
To evaluate Government Fixed 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 Government Fixed 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 Government 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 Government Fixed market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Government'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.Things to note about Government Fixed performance evaluation
Checking the ongoing alerts about Government Fixed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Government Fixed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Government Fixed generated a negative expected return over the last 90 days |
- Analyzing Government Fixed'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 Government Fixed's stock is overvalued or undervalued compared to its peers.
- Examining Government Fixed'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 Government Fixed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Government Fixed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Government Fixed's mutual fund. These opinions can provide insight into Government Fixed'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 Government Fixed. 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 state. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Please note, there is a significant difference between Government Fixed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Government Fixed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Government Fixed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.