Johnson Institutional Short Fund Manager Performance Evaluation
| JIMDX Fund | USD 15.07 0.02 0.13% |
The fund retains a Market Volatility (i.e., Beta) of -0.0193, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Johnson Institutional are expected to decrease at a much lower rate. During the bear market, Johnson Institutional is likely to outperform the market.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Johnson Institutional Short are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Johnson Institutional is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4000 |
JOHNSON |
Johnson Institutional Relative Risk vs. Return Landscape
If you would invest 1,505 in Johnson Institutional Short on September 2, 2024 and sell it today you would earn a total of 2.00 from holding Johnson Institutional Short or generate 0.13% return on investment over 90 days. Johnson Institutional Short is currently producing 0.0021% returns and takes up 0.1175% volatility of returns over 90 trading days. Put another way, 1% 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 Institutional Current Valuation
Fairly Valued
Today
Please note that Johnson Institutional's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Johnson Institutional retains a regular Real Value of $14.77 per share. The prevalent price of the fund is $15.07. We determine the value of Johnson Institutional 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 Johnson Institutional is currently traded on the exchange, buyers and sellers on that exchange determine the market value of JOHNSON Mutual Fund. However, Johnson Institutional'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 15.07 | Real 14.77 | Hype 15.07 |
The intrinsic value of Johnson Institutional'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 Institutional'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 Institutional Short 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 Institutional more accurately as focusing exclusively on Johnson Institutional's fundamentals will not take into account other important factors: Johnson Institutional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Johnson Institutional's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Johnson Institutional Short, and traders can use it to determine the average amount a Johnson Institutional'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 = 0.0182
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JIMDX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Johnson Institutional is performing at about 1% 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 Johnson Institutional by adding it to a well-diversified portfolio.
Johnson Institutional Fundamentals Growth
JOHNSON Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johnson Institutional, and Johnson Institutional 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 JOHNSON Mutual Fund performance.
| Total Asset | 243.45 M | ||||
About Johnson Institutional Performance
Evaluating Johnson Institutional's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johnson Institutional 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 Institutional 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, plus any amounts for borrowing, in a broad range of investment grade fixed income securities, including bonds, notes, domestic and foreign corporate and government securities, government agency securities, mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities and short term obligations. It does not limit itself to securities of a particular maturity range but will normally seek to maintain a dollar weighted average duration between 1 and 3 years.Things to note about Johnson Institutional performance evaluation
Checking the ongoing alerts about Johnson Institutional for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johnson Institutional 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 most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Johnson Institutional'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 Institutional's stock is overvalued or undervalued compared to its peers.
- Examining Johnson Institutional'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 Institutional's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johnson Institutional's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johnson Institutional's mutual fund. These opinions can provide insight into Johnson Institutional's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JOHNSON Mutual Fund
Johnson Institutional 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 Institutional security.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |