Johnson Institutional Ten Year Return vs. Annual Yield
| JIMFX Fund | USD 14.54 0.06 0.41% |
For Johnson Institutional profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Johnson Institutional to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Johnson Institutional E utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Johnson Institutional's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Johnson Institutional E over time as well as its relative position and ranking within its peers.
Johnson |
Johnson Institutional Annual Yield vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Johnson Institutional's current stock value. Our valuation model uses many indicators to compare Johnson Institutional value to that of its competitors to determine the firm's financial worth. Johnson Institutional E is currently considered the top fund in ten year return among similar funds. It also is currently considered the top fund in annual yield among similar funds . The ratio of Ten Year Return to Annual Yield for Johnson Institutional E is about 1,878 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Johnson Institutional's earnings, one of the primary drivers of an investment's value.Johnson Annual Yield vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Johnson Institutional |
| = | 4.32 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Johnson Institutional |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Johnson Annual Yield Comparison
Johnson Institutional is currently under evaluation in annual yield among similar funds.
Johnson Institutional Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Johnson Institutional, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Johnson Institutional will eventually generate negative long term returns. The profitability progress is the general direction of Johnson Institutional's change in net profit over the period of time. It can combine multiple indicators of Johnson Institutional, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests at least 80 percent of its net assets, plus any amounts for borrowing, in a broad range of investment grade fixed income securities, including bonds, notes, domestic and foreign corporate and government securities , mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities, and short term obligations. It does not limit itself to securities of a particular maturity range but will normally maintain a dollar weighted duration between 4 and 8 years.
Johnson Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Johnson Institutional. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Johnson Institutional position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Johnson Institutional's important profitability drivers and their relationship over time.
Use Johnson Institutional in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Johnson Institutional position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Johnson Institutional will appreciate offsetting losses from the drop in the long position's value.Johnson Institutional Pair Trading
Johnson Institutional E Pair Trading Analysis
The ability to find closely correlated positions to Johnson Institutional could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Johnson Institutional when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Johnson Institutional - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Johnson Institutional E to buy it.
The correlation of Johnson Institutional is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Johnson Institutional moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Johnson Institutional moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Johnson Institutional can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Johnson Institutional position
In addition to having Johnson Institutional in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Healthcare Thematic Idea Now
Healthcare
Companies that provide healthcare goods and services including hospitals, health maintenance organizations, HMOs, or medical aid manufacturers. The Healthcare theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Theme or any other thematic opportunities.
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Other Information on Investing in Johnson Mutual Fund
To fully project Johnson Institutional's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Johnson Institutional at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Johnson Institutional's income statement, its balance sheet, and the statement of cash flows.
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