Jhancock Mgd Acct Fund Manager Performance Evaluation
| JHFMX Fund | 10.19 0.10 0.97% |
The fund retains a Market Volatility (i.e., Beta) of 0.0533, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jhancock Mgd's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jhancock Mgd is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Jhancock Mgd Acct has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Jhancock Mgd 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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Jhancock Mgd Relative Risk vs. Return Landscape
If you would invest 1,042 in Jhancock Mgd Acct on September 22, 2024 and sell it today you would lose (23.00) from holding Jhancock Mgd Acct or give up 2.21% of portfolio value over 90 days. Jhancock Mgd Acct is currently producing negative expected returns and takes up 0.3079% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Jhancock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jhancock Mgd Current Valuation
Overvalued
Today
Please note that Jhancock Mgd's price fluctuation is very steady at this time. Jhancock Mgd Acct retains a regular Real Value of USD9.82 per share. The prevalent price of the fund is USD10.19. Our model calculates the value of Jhancock Mgd Acct from evaluating the entity technical indicators and probability of bankruptcy. In general, investors 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 Mgd is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jhancock Mutual Fund. However, Jhancock Mgd'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 10.19 | Real 9.82 | Hype 10.19 | Naive 10.1 |
The intrinsic value of Jhancock Mgd'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 Mgd'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 Mgd Acct 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 Mgd more accurately as focusing exclusively on Jhancock Mgd's fundamentals will not take into account other important factors: Jhancock Mgd Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jhancock Mgd's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jhancock Mgd Acct, and traders can use it to determine the average amount a Jhancock Mgd'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 = -0.1117
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| Negative Returns | JHFMX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jhancock Mgd 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 Jhancock Mgd by adding Jhancock Mgd to a well-diversified portfolio.
About Jhancock Mgd Performance
Evaluating Jhancock Mgd's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jhancock Mgd 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 Mgd 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 at least 80 percent of its net assets, plus amounts borrowed for investment purposes, in municipal securities, the income from which is exempt from federal income tax. The fund may engage in derivative transactions that include futures contracts on debt securities and debt securities indexes options on futures, debt securities, and debt indexes tender option bonds and inverse floating-rate securities, in each case, for the purposes of reducing risk andor enhancing investment returns.Things to note about Jhancock Mgd Acct performance evaluation
Checking the ongoing alerts about Jhancock Mgd for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jhancock Mgd Acct help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jhancock Mgd Acct generated a negative expected return over the last 90 days |
- Analyzing Jhancock Mgd'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 Mgd's stock is overvalued or undervalued compared to its peers.
- Examining Jhancock Mgd'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 Mgd's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jhancock Mgd's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jhancock Mgd's mutual fund. These opinions can provide insight into Jhancock Mgd's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jhancock Mutual Fund
Jhancock Mgd 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 Mgd security.
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