Manulife Dividend Income Fund Manager Performance Evaluation
| 0P0000VUYE | CAD 17.06 0.08 0.47% |
The fund secures a Beta (Market Risk) of 0.18, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Manulife Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Manulife Dividend is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Manulife Dividend Income are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly uncertain basic indicators, Manulife Dividend may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Fifty Two Week Low | 12.10 | |
| Fifty Two Week High | 15.23 | |
| Annual Report Expense Ratio | 2.28% |
Manulife |
Manulife Dividend Relative Risk vs. Return Landscape
If you would invest 1,594 in Manulife Dividend Income on September 13, 2024 and sell it today you would earn a total of 112.00 from holding Manulife Dividend Income or generate 7.03% return on investment over 90 days. Manulife Dividend Income is generating 0.1109% of daily returns and assumes 0.5116% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Manulife, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Manulife Dividend Current Valuation
Fairly Valued
Today
Please note that Manulife Dividend's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Manulife Dividend Income secures a last-minute Real Value of C$17.25 per share. The latest price of the fund is C$17.06. We determine the value of Manulife Dividend Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend buying undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Manulife fund is determined by what a typical buyer is willing to pay for full or partial control of Manulife Dividend Income. Since Manulife Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Manulife Fund. However, Manulife Dividend'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 17.06 | Real 17.25 | Hype 17.06 | Naive 16.92 |
The intrinsic value of Manulife Dividend'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 Manulife Dividend'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 Manulife Dividend Income helps investors to forecast how Manulife 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 Manulife Dividend more accurately as focusing exclusively on Manulife Dividend's fundamentals will not take into account other important factors: Manulife Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Manulife Dividend's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Manulife Dividend Income, and traders can use it to determine the average amount a Manulife Dividend'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 = 0.2167
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Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Manulife Dividend is performing at about 17% of its full potential. 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 Manulife Dividend by adding it to a well-diversified portfolio.
Manulife Dividend Fundamentals Growth
Manulife Fund prices reflect investors' perceptions of the future prospects and financial health of Manulife Dividend, and Manulife Dividend fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Manulife Fund performance.
| Total Asset | 3.82 B | |||
About Manulife Dividend Performance
Evaluating Manulife Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Manulife Dividend 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 Manulife Dividend 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.
The Fund seeks to provide a combination of income and long-term capital appreciation. Manulife Dividend is traded on Toronto Stock Exchange in Canada.Things to note about Manulife Dividend Income performance evaluation
Checking the ongoing alerts about Manulife Dividend for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Manulife Dividend Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 6.68% of its total net assets in cash |
- Analyzing Manulife Dividend'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 Manulife Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Manulife Dividend'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 Manulife Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Manulife Dividend's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Manulife Dividend's fund. These opinions can provide insight into Manulife Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Manulife Fund
Manulife Dividend financial ratios help investors to determine whether Manulife 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 Manulife with respect to the benefits of owning Manulife Dividend security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |