Stock Index Fund Manager Performance Evaluation
| HSTIX Fund | USD 44.10 0.24 0.54% |
The entity has a beta of 0.0529, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Stock Index's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stock Index is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Stock Index Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Stock Index may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.4400 |
Stock |
Stock Index Relative Risk vs. Return Landscape
If you would invest 4,098 in Stock Index Fund on September 15, 2024 and sell it today you would earn a total of 312.00 from holding Stock Index Fund or generate 7.61% return on investment over 90 days. Stock Index Fund is currently producing 0.1169% returns and takes up 0.6655% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Stock, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stock Index Current Valuation
Undervalued
Today
Please note that Stock Index's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Stock Index Fund has a current Real Value of $47.82 per share. The regular price of the fund is $44.1. We determine the value of Stock Index Fund from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Stock Index is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stock Mutual Fund. However, Stock Index'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 44.1 | Real 47.82 | Hype 44.34 |
The intrinsic value of Stock Index'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 Stock Index'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 Stock Index Fund helps investors to forecast how Stock 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 Stock Index more accurately as focusing exclusively on Stock Index's fundamentals will not take into account other important factors: Stock Index Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stock Index's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stock Index Fund, and traders can use it to determine the average amount a Stock Index'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 = 0.1756
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | HSTIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Stock Index is performing at about 13% 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 Stock Index by adding it to a well-diversified portfolio.
Stock Index Fundamentals Growth
Stock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stock Index, and Stock Index 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 Stock Mutual Fund performance.
| Price To Earning | 14.28 X | ||||
| Price To Book | 2.04 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 241.79 M | ||||
About Stock Index Performance
Evaluating Stock Index's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stock Index 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 Stock Index 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.
It pursues its investment objective by seeking to replicate the total return performance of the index, which is composed of 500 selected common stocks. The fund is a feeder fund, meaning that it invests all of its investable assets in a master portfolio. It invests its assets in the SP 500 Index Master Portfolio. Under normal circumstances, at least 90 percent of the value of the Master Portfolios assets, plus the amount of any borrowing for investment purposes, is invested in securities comprising the index.Things to note about Stock Index Fund performance evaluation
Checking the ongoing alerts about Stock Index for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stock Index Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Stock Index'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 Stock Index's stock is overvalued or undervalued compared to its peers.
- Examining Stock Index'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 Stock Index's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stock Index's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Stock Index's mutual fund. These opinions can provide insight into Stock Index's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Stock Mutual Fund
Stock Index financial ratios help investors to determine whether Stock 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 Stock with respect to the benefits of owning Stock Index security.
| CEOs Directory Screen CEOs from public companies around the world | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |