Harbor International Small Fund Manager Performance Evaluation
| HIISX Fund | USD 14.37 0.31 2.20% |
The fund retains a Market Volatility (i.e., Beta) of 0.38, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Harbor International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Harbor International is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Harbor International Small has generated negative risk-adjusted returns adding no value to fund investors. 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 | 1.2600 |
Harbor |
Harbor International Relative Risk vs. Return Landscape
If you would invest 1,512 in Harbor International Small on September 3, 2024 and sell it today you would lose (75.00) from holding Harbor International Small or give up 4.96% of portfolio value over 90 days. Harbor International Small is currently producing negative expected returns and takes up 0.8606% volatility of returns over 90 trading days. Put another way, 7% 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
Undervalued
Today
Please note that Harbor International's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Harbor International regular Real Value cannot be determined due to lack of data. The prevalent price of Harbor International is $14.37. 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.
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 14.37 | Real 0.0 | Hype 0.0 | Naive 14.39 |
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 Small 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 Small, 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 = -0.0881
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| Negative Returns | HIISX |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Harbor International 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 International by adding Harbor International 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.
| Total Asset | 81.12 M | |||
About Harbor International Performance
Evaluating Harbor International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Harbor International has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Harbor International has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in the securities of small cap companies. Up to 15 percent of the funds total assets may be invested in emerging market companies, which the managers define as those countries included in the MSCI Emerging Markets Index, which currently includes countries located in the Americas, Europe, Middle East, Africa and Asia.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.| Harbor International generated a negative expected return over the last 90 days | |
| The fund retains about 8.57% of its assets under management (AUM) in cash |
- 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.
Other Information on Investing in Harbor Mutual Fund
Harbor International 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 International security.
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