Johnson Core Plus Fund Manager Performance Evaluation
| JCPLX Fund | USD 12.88 0.06 0.47% |
The fund retains a Market Volatility (i.e., Beta) of -0.0716, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Johnson Core are expected to decrease at a much lower rate. During the bear market, Johnson Core is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Johnson Core Plus has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Johnson Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Johnson Core Relative Risk vs. Return Landscape
If you would invest 1,301 in Johnson Core Plus on September 2, 2024 and sell it today you would lose (13.00) from holding Johnson Core Plus or give up 1.0% of portfolio value over 90 days. Johnson Core Plus is currently producing negative expected returns and takes up 0.3323% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Johnson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Johnson Core Current Valuation
Overvalued
Today
Please note that Johnson Core's price fluctuation is very steady at this time. Johnson Core Plus retains a regular Real Value of $12.38 per share. The prevalent price of the fund is $12.88. Our model calculates the value of Johnson Core Plus from evaluating the entity technical indicators and probability of bankruptcy. In general, investors 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 Johnson Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johnson Mutual Fund. However, Johnson Core'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 12.88 | Real 12.38 | Hype 12.88 | Naive 12.93 |
The intrinsic value of Johnson Core'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 Johnson Core'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 Johnson Core Plus helps investors to forecast how Johnson 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 Johnson Core more accurately as focusing exclusively on Johnson Core's fundamentals will not take into account other important factors: Johnson Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Johnson Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Johnson Core Plus, and traders can use it to determine the average amount a Johnson Core'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 = -0.0456
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| Negative Returns | JCPLX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Johnson Core is not performing at its full potential. However, 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 Johnson Core by adding Johnson Core to a well-diversified portfolio.
About Johnson Core Performance
Evaluating Johnson Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johnson Core 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 Johnson Core 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets, plus any amounts for borrowing, in a broad range of fixed income securities. Fixed Income Securities include corporate bonds, notes, domestic and foreign government securities , mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities, and short-term obligations. The fund invests primarily in investment grade securities.Things to note about Johnson Core Plus performance evaluation
Checking the ongoing alerts about Johnson Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johnson Core Plus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Johnson Core Plus generated a negative expected return over the last 90 days |
- Analyzing Johnson Core'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 Johnson Core's stock is overvalued or undervalued compared to its peers.
- Examining Johnson Core'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 Johnson Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johnson Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johnson Core's mutual fund. These opinions can provide insight into Johnson Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Johnson Mutual Fund
Johnson Core 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 Core security.
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