The Hartford International Fund Manager Performance Evaluation

IHOTX Fund  USD 20.30  0.16  0.79%   
The fund retains a Market Volatility (i.e., Beta) of -0.0131, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Hartford International are expected to decrease at a much lower rate. During the bear market, Hartford International is likely to outperform the market.

Risk-Adjusted Performance

2 of 100

 
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in The Hartford International are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Hartford International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date28th of February 2020
Expense Ratio0.8000
  

Hartford International Relative Risk vs. Return Landscape

If you would invest  2,000  in The Hartford International on September 14, 2024 and sell it today you would earn a total of  30.00  from holding The Hartford International or generate 1.5% return on investment over 90 days. The Hartford International is currently producing 0.0268% returns and takes up 0.8086% volatility of returns over 90 trading days. Put another way, 7% 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  
Assuming the 90 days horizon Hartford International is expected to generate 3.28 times less return on investment than the market. In addition to that, the company is 1.1 times more volatile than its market benchmark. It trades about 0.03 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.

Hartford International Current Valuation

Overvalued
Today
20.30
Please note that Hartford International's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Hartford International retains a regular Real Value of $18.53 per share. The prevalent price of the fund is $20.3. We determine the value of Hartford 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 Hartford International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hartford Mutual Fund. However, Hartford 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  20.3 Real  18.53 Hype  20.3 Naive  20.58
The intrinsic value of Hartford 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 Hartford 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.
18.53
Real Value
22.33
Upside
Estimating the potential upside or downside of The Hartford International 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 International more accurately as focusing exclusively on Hartford International's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.4119.9520.49
Details
Hype
Prediction
LowEstimatedHigh
19.4920.3021.11
Details
Naive
Forecast
LowNext ValueHigh
19.7720.5821.39
Details

Hartford International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Hartford International, and traders can use it to determine the average amount a Hartford 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 = 0.0332

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Estimated Market Risk

 0.81
  actual daily
7
93% of assets are more volatile

Expected Return

 0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.03
  actual daily
2
98% of assets perform better
Based on monthly moving average Hartford International is performing at about 2% 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 Hartford International by adding it to a well-diversified portfolio.

Hartford International Fundamentals Growth

Hartford Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hartford International, and Hartford 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 Hartford Mutual Fund performance.

About Hartford International Performance

Evaluating Hartford International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hartford 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 Hartford 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.
The fund normally invests at least 65 percent of its net assets in equity securities, including non-dollar securities, of foreign issuers. It may invest in companies domiciled in emerging markets as a percentage of its net assets up to the greater of 25 percent or the weight of emerging markets in the MSCI All Country World ex USA Index plus 10.

Things to note about Hartford International performance evaluation

Checking the ongoing alerts about Hartford International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hartford International 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 95.5% of its assets under management (AUM) in equities
Evaluating Hartford International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Hartford International's mutual fund performance include:
  • Analyzing Hartford 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 Hartford International's stock is overvalued or undervalued compared to its peers.
  • Examining Hartford 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 Hartford International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hartford International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Hartford International's mutual fund. These opinions can provide insight into Hartford International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Hartford International's mutual fund performance is not an exact science, and many factors can impact Hartford International's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Hartford Mutual Fund

Hartford International financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford International security.
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