Harbor International Fund Manager Performance Evaluation
| HIINX Fund | USD 47.13 0.42 0.90% |
The fund retains a Market Volatility (i.e., Beta) of 0.97, which attests to possible diversification benefits within a given portfolio. Harbor International returns are very sensitive to returns on the market. As the market goes up or down, Harbor International is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Harbor International Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Harbor International 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 | 1.1300 |
Harbor |
Harbor International Relative Risk vs. Return Landscape
If you would invest 4,486 in Harbor International Fund on February 26, 2024 and sell it today you would earn a total of 227.00 from holding Harbor International Fund or generate 5.06% return on investment over 90 days. Harbor International Fund is currently producing 0.0782% returns and takes up 0.6729% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Harbor, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Harbor International Current Valuation
Fairly Valued
Today
Please note that Harbor International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Harbor International retains a regular Real Value of $46.85 per share. The prevalent price of the fund is $47.13. We determine the value of Harbor International 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 Harbor International Fund is useful when determining the fair value of the Harbor mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Harbor International. Since Harbor International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harbor Mutual Fund. However, Harbor International'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 47.13 | Real 46.85 | Hype 47.13 | Naive 46.18 |
The real value of Harbor Mutual Fund, also known as its intrinsic value, is the underlying worth of Harbor International Mutual Fund, which is reflected in its stock price. It is based on Harbor International's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Harbor International'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 Harbor International'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 Harbor International Fund helps investors to forecast how Harbor 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 Harbor International more accurately as focusing exclusively on Harbor International's fundamentals will not take into account other important factors: Harbor International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harbor International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Harbor International Fund, and traders can use it to determine the average amount a Harbor International'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 = 0.1162
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| Cash | HIINX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Harbor International is performing at about 9% 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 Harbor International by adding it to a well-diversified portfolio.
Harbor International Fundamentals Growth
Harbor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harbor International, and Harbor International 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 Harbor Mutual Fund performance.
| Price To Earning | 18.53 X | ||||
| Price To Book | 1.78 X | ||||
| Price To Sales | 2.02 X | ||||
| Total Asset | 274.36 M | ||||
About Harbor International Performance
To evaluate Harbor International 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 Harbor International 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 Harbor 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 Harbor International market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Harbor'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 invests primarily in common and preferred stocks of foreign companies located principally in developed markets across Europe, Japan and Asia Pacific ex Japan. The Subadvisors investment strategy focuses on identifying attractive long-term investment opportunities that can arise as a result of certain capital cycle, or supply-side, conditions.Things to note about Harbor International performance evaluation
Checking the ongoing alerts about Harbor International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harbor International 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 98.15% of its assets under management (AUM) in equities |
- Analyzing Harbor International'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 Harbor International's stock is overvalued or undervalued compared to its peers.
- Examining Harbor International'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 Harbor International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harbor International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Harbor International's mutual fund. These opinions can provide insight into Harbor International'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 Harbor International Fund. 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 board of governors. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.