China Emerging Leaders Fund Manager Performance Evaluation
| JHCIX Fund | USD 11.61 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.0708, which signifies not very significant fluctuations relative to the market. As returns on the market increase, China Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding China Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days China Emerging Leaders has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, China Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
China |
China Emerging Relative Risk vs. Return Landscape
If you would invest 1,195 in China Emerging Leaders on September 25, 2024 and sell it today you would lose (34.00) from holding China Emerging Leaders or give up 2.85% of portfolio value over 90 days. China Emerging Leaders is currently producing negative expected returns and takes up 0.3423% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than China, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
China Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for China Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as China Emerging Leaders, and traders can use it to determine the average amount a China Emerging'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 = -0.1321
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| Negative Returns | JHCIX |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average China Emerging 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 China Emerging by adding China Emerging to a well-diversified portfolio.
About China Emerging Performance
Evaluating China Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if China Emerging 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 China Emerging 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.
China Emerging is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about China Emerging Leaders performance evaluation
Checking the ongoing alerts about China Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for China Emerging Leaders help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| China Emerging generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Best Index Funds for 2024 - GOBankingRates |
- Analyzing China Emerging'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 China Emerging's stock is overvalued or undervalued compared to its peers.
- Examining China Emerging'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 China Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of China Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of China Emerging's mutual fund. These opinions can provide insight into China Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in China Mutual Fund
China Emerging financial ratios help investors to determine whether China 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 China with respect to the benefits of owning China Emerging security.
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