John Hancock Hedged Etf Performance
| HEQ Etf | USD 11.02 0.09 0.81% |
The etf retains a Market Volatility (i.e., Beta) of 0.33, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, John Hancock's returns are expected to increase less than the market. However, during the bear market, the loss of holding John Hancock is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in John Hancock Hedged are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, John Hancock is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Insider Trading | 09/26/2024 |
2 | JOHN HANCOCK HEDGED EQUITY INCOME FUND - REQUIRED NOTICE TO SHAREHOLDERS - SOURCES OF DISTRIBUTION UNDER SECTION 19 | 09/30/2024 |
| Expense Ratio | 1.2000 |
John |
John Hancock Relative Risk vs. Return Landscape
If you would invest 1,067 in John Hancock Hedged on September 4, 2024 and sell it today you would earn a total of 35.00 from holding John Hancock Hedged or generate 3.28% return on investment over 90 days. John Hancock Hedged is generating 0.0521% of daily returns assuming volatility of 0.5768% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than John, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
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John Hancock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for John Hancock's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as John Hancock Hedged, and traders can use it to determine the average amount a John Hancock'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 = 0.0903
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| Cash | HEQ | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average John Hancock is performing at about 7% 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 John Hancock by adding it to a well-diversified portfolio.
John Hancock Fundamentals Growth
John Etf prices reflect investors' perceptions of the future prospects and financial health of John Hancock, and John Hancock 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 John Etf performance.
| Shares Outstanding | 12.22 M | ||||
| Price To Earning | 8.71 X | ||||
| Earnings Per Share | 1.44 X | ||||
About John Hancock Performance
Assessing John Hancock's fundamental ratios provides investors with valuable insights into John Hancock's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the John Hancock is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
John Hancock Hedged Equity Income Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. The fund is co-managed by Wellington Management Company LLP. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through derivatives such as call options and equity futures. John Hancock Hedged Equity Income Fund was formed on May 26, 2011 and is domiciled in the United States.