Jhancock Global Equity Fund Manager Performance Evaluation
| JGEMX Fund | USD 13.91 0.08 0.58% |
The fund retains a Market Volatility (i.e., Beta) of 0.62, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jhancock Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jhancock Global is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Jhancock Global Equity are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Jhancock Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8900 |
Jhancock |
Jhancock Global Relative Risk vs. Return Landscape
If you would invest 1,358 in Jhancock Global Equity on September 1, 2024 and sell it today you would earn a total of 33.00 from holding Jhancock Global Equity or generate 2.43% return on investment over 90 days. Jhancock Global Equity is currently producing 0.0391% returns and takes up 0.5712% volatility of returns over 90 trading days. Put another way, 5% 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 Global Current Valuation
Fairly Valued
Today
Please note that Jhancock Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jhancock Global Equity retains a regular Real Value of $13.83 per share. The prevalent price of the fund is $13.91. We determine the value of Jhancock Global Equity 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jhancock Mutual Fund. However, Jhancock Global'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 13.91 | Real 13.83 | Hype 13.91 | Naive 13.92 |
The intrinsic value of Jhancock Global'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 Global'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 Global Equity 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 Global more accurately as focusing exclusively on Jhancock Global's fundamentals will not take into account other important factors: Jhancock Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jhancock Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jhancock Global Equity, and traders can use it to determine the average amount a Jhancock Global'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 = 0.0685
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JGEMX |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Jhancock Global is performing at about 5% 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 Global by adding it to a well-diversified portfolio.
Jhancock Global Fundamentals Growth
Jhancock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jhancock Global, and Jhancock Global 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 | 919.97 M | ||||
About Jhancock Global Performance
Evaluating Jhancock Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jhancock Global 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 Global 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 generate capital appreciation by investing at least 80 percent of net assets in a diversified portfolio of equity securities. Under normal market conditions, at least 40 percent of the value of the funds net assets will be invested in securities of issuers domiciled outside of the United States. Equity securities include common and preferred stocks and their equivalents, including depositary receipts, warrants, rights, and convertible securities. It may invest in securities of any market-capitalization.Things to note about Jhancock Global Equity performance evaluation
Checking the ongoing alerts about Jhancock Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jhancock Global Equity 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 99.75% of its assets under management (AUM) in equities |
- Analyzing Jhancock Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Jhancock Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jhancock Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jhancock Global's mutual fund. These opinions can provide insight into Jhancock Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jhancock Mutual Fund
Jhancock Global 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 Global security.
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