Jhancock Diversified Financial Statements From 2010 to 2024
JDJRX Fund | USD 8.96 0.05 0.55% |
Check Jhancock Diversified financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jhancock Diversified's main balance sheet or income statement drivers, such as , as well as many indicators such as . Jhancock financial statements analysis is a perfect complement when working with Jhancock Diversified Valuation or Volatility modules.
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Jhancock Diversified Macro Mutual Fund Year To Date Return Analysis
Jhancock Diversified's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jhancock Diversified Year To Date Return | 1.81 % |
Most of Jhancock Diversified's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jhancock Diversified Macro is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Jhancock Diversified Macro has a Year To Date Return of 1.8079%. This is much higher than that of the John Hancock family and significantly higher than that of the Macro Trading category. The year to date return for all United States funds is notably lower than that of the firm.
Jhancock Diversified Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jhancock Diversified's current stock value. Our valuation model uses many indicators to compare Jhancock Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jhancock Diversified competition to find correlations between indicators driving Jhancock Diversified's intrinsic value. More Info.Jhancock Diversified Macro is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 121.34 of Year To Date Return per Annual Yield. 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 Jhancock Diversified's earnings, one of the primary drivers of an investment's value.About Jhancock Diversified Financial Statements
Jhancock Diversified investors use historical fundamental indicators, such as Jhancock Diversified's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Jhancock Diversified. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its investment objective by utilizing a multi-asset, quantitatively-driven investment strategy that seeks to provide exposure to diversified sources of return. The manager will allocate the funds assets across a range of asset classes comprising equities, fixed income, foreign currencies, and commodities. The fund is generally intended to have a low correlation to the equity and bond markets.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Jhancock Mutual Fund
Jhancock Diversified 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 Diversified security.
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