HLPPX Mutual Fund Manager Performance Evaluation

HLPPX -  USA Fund  

USD 12.29  0.07  0.57%

The fund holds a Beta of 1.0637, which implies a somewhat significant risk relative to the market. Let's try to break down what HLPPX's beta means in this case. Rems Real returns are very sensitive to returns on the market. As the market goes up or down, Rems Real is expected to follow. Although it is extremely important to respect Rems Real Estate current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 analyzing Rems Real Estate technical indicators, you can presently evaluate if the expected return of 0.0943% will be sustainable into the future.
  
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HLPPX Performance
4 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Rems Real Estate are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Rems Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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HLPPX Price Channel

Fifty Two Week Low12.19
Fifty Two Week High16.39
Annual Report Expense Ratio1.29%

Rems Real Relative Risk vs. Return Landscape

If you would invest  806.00  in Rems Real Estate on February 22, 2022 and sell it today you would earn a total of  423.00  from holding Rems Real Estate or generate 52.48% return on investment over 90 days. Rems Real Estate is currently producing 0.0943% returns and takes up 1.3979% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than HLPPX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Rems Real is expected to generate 1.34 times more return on investment than the market. However, the company is 1.34 times more volatile than its market benchmark. It trades about 0.07 of its potential returns per unit of risk. The DOW is currently generating roughly 0.04 per unit of risk.

Rems Real Current Valuation

Fairly Valued
Today 12.29
Share
Please note that Rems Real's price fluctuation is very steady at this time.
Rems Real Estate holds a recent Real Value of $12.48 per share. The prevailing price of the fund is $12.29. At this time, the fund appears to be fairly valued. We determine the value of Rems Real Estate from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued entities and dropping overvalued entities since, at some point, stock prices and their ongoing real values will merge together.
Our valuation method for Rems Real Estate is useful when determining the fair value of the HLPPX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Rems Real. Since Rems Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of HLPPX Mutual Fund. However, Rems Real'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.
12.48
Real Value
13.79
Upside
Estimating the potential upside or downside of Rems Real Estate helps investors to forecast how HLPPX 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 Rems Real more accurately as focusing exclusively on Rems Real's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.2512.3112.38
Details
Hype
Prediction
LowEstimated ValueHigh
10.9812.2913.60
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.380.400.41
Details

Rems Real Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Rems Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rems Real Estate, and traders can use it to determine the average amount a Rems Real'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 = 0.0675

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
HLPPXHigh
Risk
Huge
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Negative Returns
Estimated Market Risk
 1.4
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 0.09
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.07
  actual daily
 
 4 %
of total potential
 
44
Based on monthly moving average Rems Real is performing at about 4% 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 Rems Real by adding it to a well-diversified portfolio.

About Rems Real Performance

To evaluate Rems Real Estate 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 Rems Real 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 HLPPX 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 Rems Real Estate stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents HLPPX'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 investment seeks long-term capital growth and current income. Rems Real is traded on NASDAQ Exchange in the United States.

Things to note about Rems Real Estate

Checking the ongoing alerts about Rems Real for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Rems Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Rems Real Alerts

Equity Alerts and Improvement Suggestions

Rems Real Estate has high likelihood to experience some financial distress in the next 2 years
On 29th of March 2022 Rems Real paid $ 0.009 per share dividend to its current shareholders
Rems Real Estate generated five year return of -2.0%
This fund retains about 6.92% of its assets under management (AUM) in cash
Please check Risk vs Return Analysis. Note that the Rems Real Estate information on this page should be used as a complementary analysis to other Rems Real's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running Rems Real Estate price analysis, check to measure Rems Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Rems Real is operating at the current time. Most of Rems Real's value examination focuses on studying past and present price action to predict the probability of Rems Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Rems Real's price. Additionally, you may evaluate how the addition of Rems Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Rems Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Rems Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Rems Real'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.