Johcm Global Income Fund Five Year Return
| JOFIXDelisted Fund | USD 9.72 0.00 0.00% |
Johcm Global Income fundamentals help investors to digest information that contributes to Johcm Global's financial success or failures. It also enables traders to predict the movement of Johcm Mutual Fund. The fundamental analysis module provides a way to measure Johcm Global'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 Johcm Global mutual fund.
Johcm |
Johcm Global Income Mutual Fund Five Year Return Analysis
Johcm Global'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.
CompetitionAccording to the company disclosure, Johcm Global Income has a Five Year Return of 0.0%. This indicator is about the same for the JOHCM Funds average (which is currently at 0.0) family and about the same as World Allocation (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Johcm Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Johcm Global'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 Johcm Global could also be used in its relative valuation, which is a method of valuing Johcm Global by comparing valuation metrics of similar companies.Johcm Global is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Johcm Global
The fund invests 55.32% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (5.24%) , cash (5.16%) and various exotic instruments.Asset allocation divides Johcm Global'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.
Johcm Fundamentals
| Total Asset | 79.53 M | |||
| One Year Return | 1.47 % | |||
| Net Asset | 79.53 M | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 5.16 % | |||
| Equity Positions Weight | 55.32 % | |||
| Bond Positions Weight | 5.24 % |
About Johcm Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Johcm Global Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Johcm Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Johcm Global Income 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.
Also Currently Popular
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.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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Other Consideration for investing in Johcm Mutual Fund
If you are still planning to invest in Johcm Global Income 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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |