Capital Appreciation Fund Manager Performance Evaluation
| JHCPX Fund | USD 17.89 0.08 0.45% |
The fund shows a Beta (market volatility) of 0.95, which signifies possible diversification benefits within a given portfolio. Capital Appreciation returns are very sensitive to returns on the market. As the market goes up or down, Capital Appreciation is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Appreciation Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Capital Appreciation may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.7500 |
Capital |
Capital Appreciation Relative Risk vs. Return Landscape
If you would invest 1,662 in Capital Appreciation Fund on August 25, 2024 and sell it today you would earn a total of 127.00 from holding Capital Appreciation Fund or generate 7.64% return on investment over 90 days. Capital Appreciation Fund is currently producing 0.1192% returns and takes up 1.0899% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Capital, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital Appreciation Current Valuation
Fairly Valued
Today
Please note that Capital Appreciation's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Capital Appreciation shows a prevailing Real Value of $17.63 per share. The current price of the fund is $17.89. We determine the value of Capital Appreciation from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Capital Appreciation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital Appreciation'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 17.89 | Real 17.63 | Hype 17.89 | Naive 17.66 |
The intrinsic value of Capital Appreciation'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 Capital Appreciation'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 Capital Appreciation Fund helps investors to forecast how Capital 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 Capital Appreciation more accurately as focusing exclusively on Capital Appreciation's fundamentals will not take into account other important factors: Capital Appreciation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Appreciation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Capital Appreciation Fund, and traders can use it to determine the average amount a Capital Appreciation'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 = 0.1094
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| Cash | JHCPX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Capital Appreciation is performing at about 8% 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 Capital Appreciation by adding it to a well-diversified portfolio.
Capital Appreciation Fundamentals Growth
Capital Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Capital Appreciation, and Capital Appreciation 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 Capital Mutual Fund performance.
| Price To Earning | 27.81 X | ||||
| Price To Book | 4.90 X | ||||
| Price To Sales | 3.64 X | ||||
| Total Asset | 1.39 B | ||||
About Capital Appreciation Performance
Evaluating Capital Appreciation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Appreciation 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 Capital Appreciation 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 65 percent of its total assets in equity and equity-related securities of companies, at the time of investment, that exceed 1 billion in market capitalization and that the manager believes have above average growth prospects. It may invest up to 20 percent of its total assets in foreign equity securities. The fund may invest in U.S. government securities issued or guaranteed by the U.S. government or by an agency or instrumentality of the U.S. government. It may invest in mortgage-related securities issued or guaranteed by U.S. governmental entities.Things to note about Capital Appreciation performance evaluation
Checking the ongoing alerts about Capital Appreciation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital Appreciation 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 98.8% of its assets under management (AUM) in equities |
- Analyzing Capital Appreciation'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 Capital Appreciation's stock is overvalued or undervalued compared to its peers.
- Examining Capital Appreciation'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 Capital Appreciation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Appreciation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital Appreciation's mutual fund. These opinions can provide insight into Capital Appreciation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Capital Mutual Fund
Capital Appreciation financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Appreciation security.
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