Harbor Bond Financial Statements From 2010 to 2024
| HRBDX Fund | USD 10.25 0.02 0.19% |
Check Harbor Bond financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Harbor Bond's main balance sheet or income statement drivers, such as , as well as many indicators such as . Harbor financial statements analysis is a perfect complement when working with Harbor Bond Valuation or Volatility modules.
Harbor |
Harbor Bond Fund Mutual Fund One Year Return Analysis
Harbor Bond's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Harbor Bond One Year Return | 7.16 % |
Most of Harbor Bond's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Harbor Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Harbor Bond Fund has an One Year Return of 7.1564%. This is 72.64% lower than that of the Harbor family and significantly higher than that of the Intermediate Core-Plus Bond category. The one year return for all United States funds is notably lower than that of the firm.
Harbor Bond Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Harbor Bond's current stock value. Our valuation model uses many indicators to compare Harbor Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harbor Bond competition to find correlations between indicators driving Harbor Bond's intrinsic value. More Info.Harbor Bond Fund is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 88.85 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Harbor Bond's earnings, one of the primary drivers of an investment's value.About Harbor Bond Financial Statements
Harbor Bond investors use historical fundamental indicators, such as Harbor Bond's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Harbor Bond. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Its average duration, as calculated by the sub-adviser, is normally equal to that of its benchmark, plus or minus 0.5 years. The fund invests primarily in investment-grade securities, but may invest up to 25 percent of its total assets in below investment-grade securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Harbor Mutual Fund
Harbor Bond 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 Bond security.
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