HARTFORD Mutual Fund Manager Performance Evaluation

HBAIX
 Fund
  

USD 11.57  0.01  0.09%   

The entity retains a Market Volatility (i.e., Beta) of 0.6701, which attests to possible diversification benefits within a given portfolio. Let's try to break down what HARTFORD's beta means in this case. As returns on the market increase, HARTFORD MODERATE returns are expected to increase less than the market. However, during the bear market, the loss on holding HARTFORD MODERATE will be expected to be smaller as well. Although it is important to respect HARTFORD MODERATE current price history, it is better to be realistic regarding the information on the equity's current price movements. The way of determining future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining HARTFORD MODERATE technical indicators, you can today evaluate if the expected return of 0.0696% will be sustainable into the future.
  
HARTFORD Performance
5 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in HARTFORD MODERATE ALLOCATION are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, HARTFORD MODERATE is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
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HARTFORD Price Channel

Fifty Two Week Low10.44
Fifty Two Week High13.93

HARTFORD MODERATE Relative Risk vs. Return Landscape

If you would invest  1,111  in HARTFORD MODERATE ALLOCATION on September 4, 2022 and sell it today you would earn a total of  46.00  from holding HARTFORD MODERATE ALLOCATION or generate 4.14% return on investment over 90 days. HARTFORD MODERATE ALLOCATION is currently producing 0.0696% returns and takes up 1.027% volatility of returns over 90 trading days. Put another way, 8% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon HARTFORD MODERATE is expected to generate 1.86 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.47 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

HARTFORD MODERATE Current Valuation

Fairly Valued
Today 11.57
Please note that HARTFORD MODERATE's price fluctuation is very steady at this time.
HARTFORD MODERATE retains a regular Real Value of $11.42 per share. The prevalent price of the fund is $11.57. At this time, the entity appears to be fairly valued. We determine the value of HARTFORD MODERATE from examining 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, in the future, mutual fund prices and their ongoing real values will come together.
Our valuation method for HARTFORD MODERATE ALLOCATION 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 MODERATE. Since HARTFORD MODERATE is currently traded on the exchange, buyers and sellers on that exchange determine the market value of HARTFORD Mutual Fund. However, HARTFORD MODERATE'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.
11.42
Real Value
12.45
Upside
Estimating the potential upside or downside of HARTFORD MODERATE ALLOCATION 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 MODERATE more accurately as focusing exclusively on HARTFORD MODERATE's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
10.5311.5612.59
Details

HARTFORD MODERATE Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for HARTFORD MODERATE's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as HARTFORD MODERATE ALLOCATION, and traders can use it to determine the average amount a HARTFORD MODERATE'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 = 0.0678

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Estimated Market Risk
 1.03
  actual daily
 
 8 %
of total potential
 
88
Expected Return
 0.07
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.07
  actual daily
 
 5 %
of total potential
 
55
Based on monthly moving average HARTFORD MODERATE is performing at about 5% 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 MODERATE by adding it to a well-diversified portfolio.

About HARTFORD MODERATE Performance

To evaluate HARTFORD MODERATE 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 MODERATE 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 MODERATE 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 seeks to meet its investment objective through investment in a combination of other mutual funds and ETFs advised by Hartford Funds Management Company, LLC or a wholly owned subsidiary of the Investment Manager . Hartford Moderate is traded on NASDAQ Exchange in the United States.

Things to note about HARTFORD MODERATE

Checking the ongoing alerts about HARTFORD MODERATE for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for HARTFORD MODERATE help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

HARTFORD MODERATE Alerts

Equity Alerts and Improvement Suggestions

HARTFORD MODERATE is unlikely to experience financial distress in the next 2 years
The fund retains about 7.55% of its assets under management (AUM) in cash
Please check Risk vs Return Analysis. You can also try Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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Please note, there is a significant difference between HARTFORD MODERATE's value and its price as these two are different measures arrived at by different means. Investors typically determine HARTFORD MODERATE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HARTFORD MODERATE's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.