The Hartford Total Fund Manager Performance Evaluation
| ITBTX Fund | USD 8.99 0.02 0.22% |
The fund retains a Market Volatility (i.e., Beta) of 0.0672, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hartford Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hartford Total is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days The Hartford Total has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Hartford Total 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 | 28th of February 2020 | |
| Expense Ratio | 0.4400 |
Hartford |
Hartford Total Relative Risk vs. Return Landscape
If you would invest 915.00 in The Hartford Total on February 2, 2024 and sell it today you would lose (16.00) from holding The Hartford Total or give up 1.75% of portfolio value over 90 days. The Hartford Total is currently producing negative expected returns and takes up 0.3795% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Hartford, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hartford Total Current Valuation
Fairly Valued
Today
Please note that Hartford Total's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Hartford Total retains a regular Real Value of $9.01 per share. The prevalent price of the fund is $8.99. We determine the value of Hartford Total 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 The Hartford Total is useful when determining the fair value of the Hartford mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Hartford Total. Since Hartford Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford Total'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 8.99 | Real 9.01 | Hype 8.99 | Naive 9.01 |
The real value of Hartford Mutual Fund, also known as its intrinsic value, is the underlying worth of Hartford Total Mutual Fund, which is reflected in its stock price. It is based on Hartford Total's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Hartford Total'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 Hartford Total'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 The Hartford Total helps investors to forecast how Hartford 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 Hartford Total more accurately as focusing exclusively on Hartford Total's fundamentals will not take into account other important factors: Hartford Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Hartford Total, and traders can use it to determine the average amount a Hartford Total'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 = -0.0719
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ITBTX |
Estimated Market Risk
| 0.38 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
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hartford Total 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 Hartford Total by adding Hartford Total to a well-diversified portfolio.
Hartford Total Fundamentals Growth
Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford Total, and Hartford Total 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 Hartford Mutual Fund performance.
| Price To Sales | 0.63 X | ||||
| Total Asset | 2.67 M | ||||
About Hartford Total Performance
To evaluate Hartford Total 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 Hartford Total 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 Hartford 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 Hartford Total market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Hartford'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 at least 80 percent of its assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20 percent of its net assets in securities rated below investment grade .Things to note about Hartford Total performance evaluation
Checking the ongoing alerts about Hartford Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford Total help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hartford Total generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Hartford Total retains about 14.41% of its assets under management (AUM) in fixed income securities |
- Analyzing Hartford Total'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 Hartford Total's stock is overvalued or undervalued compared to its peers.
- Examining Hartford Total'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 Hartford Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hartford Total's mutual fund. These opinions can provide insight into Hartford Total'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 Hartford Total. 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 estimate. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.