Harbor Small Cap Fund Manager Performance Evaluation
| HRSGX Fund | USD 9.99 0.42 0.00% |
The fund retains a Market Volatility (i.e., Beta) of 1.19, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Harbor Small will likely underperform.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Harbor Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Harbor Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1300 |
Harbor |
Harbor Small Relative Risk vs. Return Landscape
If you would invest 1,191 in Harbor Small Cap on March 16, 2024 and sell it today you would lose (20.00) from holding Harbor Small Cap or give up 1.68% of portfolio value over 90 days. Harbor Small Cap is currently producing negative expected returns and takes up 0.9714% volatility of returns over 90 trading days. Put another way, 8% 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 Small Current Valuation
Fairly Valued
Today
Please note that Harbor Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Harbor Small Cap retains a regular Real Value of $11.73 per share. The prevalent price of the fund is $11.71. We determine the value of Harbor Small Cap 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.
Since Harbor Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harbor Mutual Fund. However, Harbor Small'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 11.71 | Real 11.73 | Hype 11.71 |
The intrinsic value of Harbor Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Harbor Small's fundamentals will not take into account other important factors: Harbor Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harbor Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Harbor Small Cap, and traders can use it to determine the average amount a Harbor Small'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 = -0.0233
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HRSGX |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Harbor Small 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 Harbor Small by adding Harbor Small to a well-diversified portfolio.
Harbor Small Fundamentals Growth
Harbor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harbor Small, and Harbor Small 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 | 25.16 X | |||
| Price To Book | 3.39 X | |||
| Price To Sales | 1.73 X | |||
| Total Asset | 932.15 M | |||
About Harbor Small Performance
To evaluate Harbor Small Cap 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 Small 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 Small Cap 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 equity securities, principally common and preferred stocks of small cap companies. Harbor Small is traded on NASDAQ Exchange in the United States.Things to note about Harbor Small Cap performance evaluation
Checking the ongoing alerts about Harbor Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harbor Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Harbor Small Cap generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Harbor Small Cap retains 98.56% of its assets under management (AUM) in equities |
- Analyzing Harbor Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Harbor Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harbor Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Harbor Small's mutual fund. These opinions can provide insight into Harbor Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Harbor Mutual Fund
Harbor Small financial ratios help investors to determine whether Harbor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harbor with respect to the benefits of owning Harbor Small security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |