Retirement Choices Competition

Summary

JREPXDelisted Fund

USD 9.80 0.00 0.00%

Retirement Choices competes with Metropolitan West, Pace High, Needham Aggressive, Strategic Allocation:, and California High-yield; as well as few others. The fund is listed under Target-Date 2025 category and is part of John Hancock family. Analyzing Retirement Choices competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Retirement Choices to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Retirement Choices competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
9.80	9.80	9.80

Details

Intrinsic

Valuation

Low	Real	High
9.04	9.04	10.78

Details

Retirement Choices Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Retirement Choices and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Retirement and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Retirement Choices does not affect the price movement of the other competitor.

	MWHIX	PHDTX	NEAIX	AAARX	BCHIX	PYICX	FHAIX
MWHIX		0.64	0.25	0.45	0.68	0.86	0.69	MWHIX
PHDTX	0.64		0.62	0.9	0.14	0.87	0.79	PHDTX
NEAIX	0.25	0.62		0.86	0.05	0.48	0.51	NEAIX
AAARX	0.45	0.9	0.86		0.02	0.74	0.69	AAARX
BCHIX	0.68	0.14	0.05	0.02		0.41	0.34	BCHIX
PYICX	0.86	0.87	0.48	0.74	0.41		0.83	PYICX
FHAIX	0.69	0.79	0.51	0.69	0.34	0.83		FHAIX
	MWHIX	PHDTX	NEAIX	AAARX	BCHIX	PYICX	FHAIX

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Risk-Adjusted Indicators

There is a big difference between Retirement Mutual Fund performing well and Retirement Choices Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Retirement Choices' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MWHIX	0.10	0.01	(0.69)	1.63	0.00	(0.19)	0.22	(0.21)	0.65
PHDTX	0.09	0.02	(0.60)	0.38	0.00	(0.15)	0.23	(0.11)	0.56
NEAIX	1.07	(0.12)	(0.05)	0.03	1.32	(1.13)	2.19	(2.27)	6.71
AAARX	0.43	(0.01)	(0.10)	0.09	0.46	(0.51)	0.93	(0.70)	2.37
BCHIX	0.16	0.02	(0.23)	(0.14)	0.22	(0.22)	0.41	(0.40)	1.53
PYICX	0.11	0.01	(0.59)	0.21	0.00	(0.17)	0.22	(0.22)	0.78
FHAIX	0.09	0.00	0.00	(0.03)	0.00	0.00	0.57	(0.57)	1.14

Unable to evaluate fundamental data of [MWHIX, PHDTX, NEAIX, AAARX, BCHIX, PYICX, FHAIX] at this time. Please try again later

All Fundamental Data

Retirement Choices Competitive Analysis

The better you understand Retirement Choices competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Retirement Choices' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Retirement Choices' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	JREPX	MWHIX	PHDTX	NEAIX	AAARX	BCHIX	PYICX	FHAIX
	0.00 9.80 Retirement	0.11 9.37 Metropolitan	0.11 8.99 Pace	0.41 50.63 Needham	0.46 8.80 STRATEGIC	0.20 9.95 California	0.11 9.05 PIONEER	0.57 1.75 Franklin
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile
Market Performance (90 Days Performance)	Very Weak	OK	Solid	OK	Good	Insignificant	Good	Insignificant
Odds of Financial Distress (Probability Of Bankruptcy)	Dangerous	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Hold	Hold	Strong Buy	Strong Buy	Strong Hold	Hold	Buy
Net Asset	1.34 B	532.56 M	193.4 M	204.06 M	898.55 M	1.22 B	459.93 M	2.58 B
Minimum Initial Investment	N/A	3 M	N/A	N/A	2.5 K	5 M	N/A	N/A
Price To Book	2.09 X	N/A	N/A	N/A	2.44 X	N/A	1.56 X	0.12 X
Five Year Return	2.55 %	4.35 %	N/A	22.22 %	9.12 %	1.47 %	2.82 %	5.07 %
One Year Return	(0.83) %	11.46 %	N/A	29.99 %	22.21 %	9.53 %	13.07 %	13.65 %
Last Dividend Paid	0.22	0.03	N/A	N/A	0.02	0.03	0.03	0.01
Price To Earning	17.91 X	N/A	N/A	N/A	18.44 X	N/A	4.31 X	N/A
Price To Sales	1.46 X	0.63 X	N/A	N/A	1.57 X	N/A	0.62 X	0.10 X
Cash Position Weight	5.45 %	8.38 %	1.93 %	13.98 %	3.43 %	0.12 %	5.43 %	3.30 %
Equity Positions Weight	19.58 %	0.06 %	0.48 %	86.01 %	76.87 %	N/A	0.38 %	0.62 %
Three Year Return	(0.57) %	2.24 %	N/A	5.36 %	3.69 %	(0.32) %	1.98 %	3.95 %
Annual Yield	0.03 %	0.07 %	0.06 %	N/A	0.01 %	0 %	0.01 %	0.01 %
Year To Date Return	2.60 %	6.93 %	N/A	19.05 %	15.52 %	4.66 %	8.15 %	7.91 %
Bond Positions Weight	10.63 %	89.86 %	96.04 %	N/A	19.35 %	99.88 %	23.38 %	10.86 %
Ten Year Return	6.71 %	5.79 %	N/A	11.68 %	8.17 %	5.29 %	4.65 %	5.59 %
Daily Balance Of Power	0.0	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	9.8	9.37	8.99	50.63	8.8	9.95	9.05	1.75
Period Momentum Indicator	N/A	0.01	0.01	(0.21)	0.04	0.02	0.01	(0.01)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	0.99
Day Median Price	9.8	9.37	8.99	50.63	8.8	9.95	9.05	1.75
Price Action Indicator	N/A	0.005	0.005	(0.11)	0.02	0.01	0.005	(0.01)
Coefficient Of Variation	1928.16	702.91	363.49	2478.39	853.9	1128.79	612.02	2381.27
Mean Deviation	0.3006	0.096	0.0914	1.07	0.434	0.1627	0.1128	0.0853
Jensen Alpha	0.0094	0.009	0.0157	(0.12)	(0.01)	0.0247	0.0063	(0)
Total Risk Alpha	(0.05)	(0.01)	0.0047	(0.17)	(0.03)	(0.03)	(0.01)	(0.03)
Sortino Ratio	(0.26)	(0.69)	(0.60)	(0.05)	(0.1)	(0.23)	(0.59)	N/A
Downside Variance	0.1631	0.0236	0.024	1.92	0.3797	0.1912	0.0297	N/A
Standard Deviation	0.4058	0.1381	0.118	1.43	0.5561	0.2642	0.1454	0.212
Kurtosis	2.76	1.98	0.5362	1.14	0.2372	6.88	0.3924	4.76
Potential Upside	0.6211	0.2151	0.226	2.19	0.9292	0.4057	0.2232	0.5714
Treynor Ratio	0.7724	1.63	0.3849	0.033	0.0911	(0.14)	0.2119	(0.03)
Maximum Drawdown	2.69	0.647	0.5647	6.71	2.37	1.53	0.7817	1.14
Variance	0.1647	0.0191	0.0139	2.06	0.3093	0.0698	0.0211	0.045
Market Risk Adjusted Performance	0.7824	1.64	0.3949	0.043	0.1011	(0.13)	0.2219	(0.02)
Risk Adjusted Performance	0.0309	0.0635	0.1559	0.0356	0.086	0.0489	0.0825	0.006
Skewness	0.5504	0.9975	0.2297	0.1359	(0.30)	(1.60)	0.1611	0.2069
Semi Deviation	0.3284	0.0	0.0	1.32	0.4572	0.2154	0.0	N/A
Information Ratio	(0.26)	(0.77)	(0.79)	(0.05)	(0.11)	(0.39)	(0.70)	(0.55)
Value At Risk	(0.52)	(0.21)	(0.11)	(2.27)	(0.70)	(0.40)	(0.22)	(0.57)
Expected Short fall	(0.34)	(0.19)	(0.15)	(1.13)	(0.51)	(0.22)	(0.17)	N/A
Downside Deviation	0.4038	0.1536	0.155	1.39	0.6162	0.4372	0.1723	N/A
Semi Variance	0.1078	(0.01)	(0.03)	1.75	0.2091	0.0464	(0.01)	N/A

Retirement Choices Competition Performance Charts

Five steps to successful analysis of Retirement Choices Competition

Retirement Choices' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Retirement Choices in relation to its competition. Retirement Choices' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Retirement Choices in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Retirement Choices' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Retirement Choices, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Retirement Choices position

In addition to having Retirement Choices 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.

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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey.

You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Other Consideration for investing in Retirement Mutual Fund

If you are still planning to invest in Retirement Choices check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Retirement Choices' history and understand the potential risks before investing.

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