Johnson Institutional Financial Statements From 2010 to 2024
| JIBFX Fund | USD 14.49 0.07 0.49% |
Check Johnson Institutional financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Johnson Institutional's main balance sheet or income statement drivers, such as , as well as many indicators such as . Johnson financial statements analysis is a perfect complement when working with Johnson Institutional Valuation or Volatility modules.
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Johnson Institutional E Mutual Fund Year To Date Return Analysis
Johnson Institutional'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 Johnson Institutional Year To Date Return | 2.64 % |
Most of Johnson Institutional'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, Johnson Institutional E 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, Johnson Institutional E has a Year To Date Return of 2.6374%. This is much higher than that of the Johnson Mutual Funds family and significantly higher than that of the Intermediate Core Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Johnson Institutional Fundamental Drivers Relationships
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. You can analyze the relationship between different fundamental ratios across Johnson Institutional competition to find correlations between indicators driving Johnson Institutional's intrinsic value. More Info.Johnson Institutional E is rated third overall fund in annual yield among similar funds. It also is rated third overall fund in year to date return among similar funds creating about 676.26 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 Johnson Institutional's earnings, one of the primary drivers of an investment's value.About Johnson Institutional Financial Statements
Johnson Institutional investors use historical fundamental indicators, such as Johnson Institutional'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 Johnson Institutional. Please read more on our technical analysis and fundamental analysis pages.
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.
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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 Johnson Mutual Fund
Johnson Institutional financial ratios help investors to determine whether Johnson 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 Johnson with respect to the benefits of owning Johnson Institutional security.
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