Jhancock Real Estate Fund Manager Performance Evaluation
| JABFX Fund | USD 13.60 0.07 0.51% |
The fund retains a Market Volatility (i.e., Beta) of 0.27, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jhancock Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jhancock Real is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Jhancock Real Estate are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Jhancock Real is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...moreJhancock |
Jhancock Real Relative Risk vs. Return Landscape
If you would invest 1,282 in Jhancock Real Estate on September 1, 2024 and sell it today you would earn a total of 78.00 from holding Jhancock Real Estate or generate 6.08% return on investment over 90 days. Jhancock Real Estate is currently producing 0.0955% returns and takes up 0.8033% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Jhancock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jhancock Real Current Valuation
Fairly Valued
Today
Please note that Jhancock Real's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jhancock Real Estate retains a regular Real Value of $13.5 per share. The prevalent price of the fund is $13.6. We determine the value of Jhancock Real Estate from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Jhancock Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jhancock Mutual Fund. However, Jhancock Real'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 13.6 | Real 13.5 | Hype 13.6 | Naive 13.97 |
The intrinsic value of Jhancock Real'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 Jhancock Real'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 Jhancock Real Estate helps investors to forecast how Jhancock mutual 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 Jhancock Real more accurately as focusing exclusively on Jhancock Real's fundamentals will not take into account other important factors: Jhancock Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jhancock Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jhancock Real Estate, and traders can use it to determine the average amount a Jhancock Real'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 = 0.1189
| Best Portfolio | Best Equity | |||
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| Cash | JABFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Jhancock Real is performing at about 9% 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 Jhancock Real by adding it to a well-diversified portfolio.
Jhancock Real Fundamentals Growth
Jhancock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jhancock Real, and Jhancock Real 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 Jhancock Mutual Fund performance.
| Total Asset | 343.99 M | ||||
About Jhancock Real Performance
Evaluating Jhancock Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jhancock Real 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 Jhancock Real 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 invests at least 80 percent of its net assets in equity securities of REITs and real estate companies. Equity securities include common stock, preferred stock and securities convertible into common stock. It may invest up to 10 percent of its total assets in securities of foreign real estate companies. The fund is non-diversified.Things to note about Jhancock Real Estate performance evaluation
Checking the ongoing alerts about Jhancock Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jhancock Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from benzinga.com: Tradepulse Power Inflow Alert Eli Lilly Company Climbs Over 22 Points After Alert | |
| The fund retains 98.96% of its assets under management (AUM) in equities |
- Analyzing Jhancock Real'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 Jhancock Real's stock is overvalued or undervalued compared to its peers.
- Examining Jhancock Real'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 Jhancock Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jhancock Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jhancock Real's mutual fund. These opinions can provide insight into Jhancock Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jhancock Mutual Fund
Jhancock Real 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 Real security.
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