John Hancock Disciplined Fund Manager Performance Evaluation
| JDVPX Fund | USD 27.35 0.08 0.29% |
The fund retains a Market Volatility (i.e., Beta) of 1.03, which attests to a somewhat significant risk relative to the market. John Hancock returns are very sensitive to returns on the market. As the market goes up or down, John Hancock is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in John Hancock Disciplined are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, John Hancock may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.1600 |
John |
John Hancock Relative Risk vs. Return Landscape
If you would invest 2,511 in John Hancock Disciplined on September 1, 2024 and sell it today you would earn a total of 224.00 from holding John Hancock Disciplined or generate 8.92% return on investment over 90 days. John Hancock Disciplined is currently producing 0.1368% returns and takes up 0.8104% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than John, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
John Hancock Current Valuation
Fairly Valued
Today
Please note that John Hancock's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. John Hancock Disciplined retains a regular Real Value of $26.99 per share. The prevalent price of the fund is $27.35. We determine the value of John Hancock Disciplined 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 John Hancock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of John Mutual Fund. However, John Hancock'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 27.35 | Real 26.99 | Hype 27.35 | Naive 27.3 |
The intrinsic value of John Hancock'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 John Hancock'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 John Hancock Disciplined helps investors to forecast how John 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 John Hancock more accurately as focusing exclusively on John Hancock's fundamentals will not take into account other important factors: John Hancock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for John Hancock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as John Hancock Disciplined, and traders can use it to determine the average amount a John Hancock'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 = 0.1688
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| Cash | JDVPX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average John Hancock is performing at about 13% 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 John Hancock by adding it to a well-diversified portfolio.
John Hancock Fundamentals Growth
John Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of John Hancock, and John Hancock 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 John Mutual Fund performance.
| Price To Earning | 15.13 X | ||||
| Price To Book | 1.71 X | ||||
| Price To Sales | 1.37 X | ||||
| Total Asset | 12.56 B | ||||
About John Hancock Performance
Evaluating John Hancock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if John Hancock 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 John Hancock 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 normally invests at least 80 percent of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of 1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20 percent of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities .Things to note about John Hancock Disciplined performance evaluation
Checking the ongoing alerts about John Hancock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for John Hancock Disciplined help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.55% of its assets under management (AUM) in equities |
- Analyzing John Hancock'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 John Hancock's stock is overvalued or undervalued compared to its peers.
- Examining John Hancock'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 John Hancock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of John Hancock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of John Hancock's mutual fund. These opinions can provide insight into John Hancock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in John Mutual Fund
John Hancock financial ratios help investors to determine whether John 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 John with respect to the benefits of owning John Hancock security.
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