Johcm Global Equity Manager Performance
| JOGIXDelisted Fund | USD 11.81 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.0464, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Johcm Global are expected to decrease at a much lower rate. During the bear market, Johcm Global is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Johcm Global Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Johcm 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 Date | 28th of January 2021 | |
| Expense Ratio | 0.9900 |
Johcm |
Johcm Global Relative Risk vs. Return Landscape
If you would invest 1,181 in Johcm Global Equity on November 26, 2025 and sell it today you would earn a total of 0.00 from holding Johcm Global Equity or generate 0.0% return on investment over 90 days. Johcm Global Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Johcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Johcm Global Current Valuation
Overvalued
Today
Please note that Johcm Global's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Johcm Global Equity retains a regular Real Value of $10.89 per share. The prevalent price of the fund is $11.81. We determine the value of Johcm 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 Johcm Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johcm Mutual Fund. However, Johcm 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 11.81 | Real 10.89 | Hype 11.81 | Naive 11.8 |
The intrinsic value of Johcm 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 Johcm 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 Johcm Global Equity helps investors to forecast how Johcm 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 Johcm Global more accurately as focusing exclusively on Johcm Global's fundamentals will not take into account other important factors: Johcm Global Target Price Odds to finish over Current Price
The tendency of Johcm Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.81 | 90 days | 11.81 | about 26.02 |
Based on a normal probability distribution, the odds of Johcm Global to move above the current price in 90 days from now is about 26.02 (This Johcm Global Equity probability density function shows the probability of Johcm Mutual Fund to fall within a particular range of prices over 90 days) .
Johcm Global Price Density |
| Price |
Predictive Modules for Johcm Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Johcm Global Equity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Johcm Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Johcm Global is not an exception. The market had few large corrections towards the Johcm Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Johcm Global Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Johcm Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | -0.05 | |
σ | Overall volatility | 0.14 | |
Ir | Information ratio | -0.08 |
Johcm Global Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Johcm Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Johcm Global Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Johcm Global Equity is not yet fully synchronised with the market data | |
| Johcm Global Equity has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 99.77% of its assets under management (AUM) in equities |
Johcm Global Fundamentals Growth
Johcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johcm Global, and Johcm 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 Johcm Mutual Fund performance.
| Price To Earning | 24.39 X | |||
| Price To Book | 2.13 X | |||
| Price To Sales | 1.87 X | |||
| Total Asset | 536.09 M | |||
About Johcm Global Performance
Evaluating Johcm Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johcm 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 Johcm 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 normally invests at least 80 percent of its assets in equity securities of U.S. and foreign companies. Johcm Global is traded on NASDAQ Exchange in the United States.Things to note about Johcm Global Equity performance evaluation
Checking the ongoing alerts about Johcm Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johcm Global Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Johcm Global Equity is not yet fully synchronised with the market data | |
| Johcm Global Equity has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 99.77% of its assets under management (AUM) in equities |
- Analyzing Johcm 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 Johcm Global's stock is overvalued or undervalued compared to its peers.
- Examining Johcm 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 Johcm Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johcm Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johcm Global's mutual fund. These opinions can provide insight into Johcm Global's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Johcm Mutual Fund
If you are still planning to invest in Johcm Global Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Johcm Global's history and understand the potential risks before investing.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |