Jhancock Multi Index 2065 Fund Five Year Return
JAAKX Fund | USD 15.02 0.01 0.07% |
Jhancock Multi Index 2065 fundamentals help investors to digest information that contributes to Jhancock Multi-index's financial success or failures. It also enables traders to predict the movement of Jhancock Mutual Fund. The fundamental analysis module provides a way to measure Jhancock Multi-index's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jhancock Multi-index mutual fund.
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Jhancock Multi Index 2065 Mutual Fund Five Year Return Analysis
Jhancock Multi-index's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Jhancock Multi Index 2065 has a Five Year Return of 0.0%. This is 100.0% lower than that of the John Hancock family and about the same as Target-Date 2065+ (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Jhancock Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jhancock Multi-index's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jhancock Multi-index could also be used in its relative valuation, which is a method of valuing Jhancock Multi-index by comparing valuation metrics of similar companies.Jhancock Multi is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Jhancock Multi-index
The fund consists of 93.31% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Jhancock Multi-index's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jhancock Fundamentals
Total Asset | 4.33 M | |||
Annual Yield | 0.02 % | |||
Net Asset | 51.05 M | |||
Last Dividend Paid | 0.01 | |||
Cash Position Weight | 1.82 % | |||
Equity Positions Weight | 93.31 % | |||
Bond Positions Weight | 0.76 % |
About Jhancock Multi-index Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jhancock Multi Index 2065's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jhancock Multi-index using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jhancock Multi Index 2065 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Jhancock Mutual Fund
Jhancock Multi-index 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 Multi-index security.
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