Jhancock Multimanager 2065 Fund Manager Performance Evaluation
| JABDX Fund | USD 13.98 0.08 0.58% |
The fund retains a Market Volatility (i.e., Beta) of 0.76, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jhancock Multimanager's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jhancock Multimanager is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Jhancock Multimanager 2065 are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Jhancock Multimanager may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Jhancock Multimanager Relative Risk vs. Return Landscape
If you would invest 1,308 in Jhancock Multimanager 2065 on September 2, 2024 and sell it today you would earn a total of 90.00 from holding Jhancock Multimanager 2065 or generate 6.88% return on investment over 90 days. Jhancock Multimanager 2065 is currently producing 0.1061% returns and takes up 0.6483% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Jhancock, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jhancock Multimanager Current Valuation
Fairly Valued
Today
Please note that Jhancock Multimanager's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jhancock Multimanager retains a regular Real Value of $13.84 per share. The prevalent price of the fund is $13.98. We determine the value of Jhancock Multimanager 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 Jhancock Multimanager is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jhancock Mutual Fund. However, Jhancock Multimanager'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 13.98 | Real 13.84 | Hype 13.98 | Naive 14.01 |
The intrinsic value of Jhancock Multimanager'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 Jhancock Multimanager'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 Jhancock Multimanager 2065 helps investors to forecast how Jhancock 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 Jhancock Multimanager more accurately as focusing exclusively on Jhancock Multimanager's fundamentals will not take into account other important factors: Jhancock Multimanager Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jhancock Multimanager's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jhancock Multimanager 2065, and traders can use it to determine the average amount a Jhancock Multimanager'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 = 0.1636
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| Cash | JABDX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Jhancock Multimanager is performing at about 12% 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 Jhancock Multimanager by adding it to a well-diversified portfolio.
Jhancock Multimanager Fundamentals Growth
Jhancock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jhancock Multimanager, and Jhancock Multimanager 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 Jhancock Mutual Fund performance.
| Total Asset | 8.98 M | ||||
About Jhancock Multimanager Performance
Evaluating Jhancock Multimanager's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jhancock Multimanager 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 Jhancock Multimanager 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.
Under normal market conditions, the fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2065. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. It has a target asset allocation of 95 percent of its assets in underlying funds that invest primarily in equity securities.Things to note about Jhancock Multimanager performance evaluation
Checking the ongoing alerts about Jhancock Multimanager for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jhancock Multimanager 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 about 6.33% of its assets under management (AUM) in cash |
- Analyzing Jhancock Multimanager'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 Jhancock Multimanager's stock is overvalued or undervalued compared to its peers.
- Examining Jhancock Multimanager'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 Jhancock Multimanager's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jhancock Multimanager's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jhancock Multimanager's mutual fund. These opinions can provide insight into Jhancock Multimanager's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jhancock Mutual Fund
Jhancock Multimanager financial ratios help investors to determine whether Jhancock 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 Jhancock with respect to the benefits of owning Jhancock Multimanager security.
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