Manulife All Cap Fund Manager Performance Evaluation
| 0P0000U5JR | 58.36 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.24, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Manulife All's returns are expected to increase less than the market. However, during the bear market, the loss of holding Manulife All is expected to be smaller as well.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Manulife All Cap are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of comparatively weak basic indicators, Manulife All unveiled solid returns over the last few months and may actually be approaching a breakup point.
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Manulife All Relative Risk vs. Return Landscape
If you would invest 5,129 in Manulife All Cap on September 14, 2024 and sell it today you would earn a total of 707.00 from holding Manulife All Cap or generate 13.78% return on investment over 90 days. Manulife All Cap is generating 0.2153% of daily returns and assumes 0.8381% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Manulife, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Manulife All Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Manulife All's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Manulife All Cap, and traders can use it to determine the average amount a Manulife All'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 = 0.2569
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Manulife All is performing at about 20% 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 Manulife All by adding it to a well-diversified portfolio.
Things to note about Manulife All Cap performance evaluation
Checking the ongoing alerts about Manulife All for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Manulife All Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Manulife All's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Manulife All's fund performance include:- Analyzing Manulife All'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 Manulife All's stock is overvalued or undervalued compared to its peers.
- Examining Manulife All'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 Manulife All's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Manulife All's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Manulife All's fund. These opinions can provide insight into Manulife All's potential for growth and whether the stock is currently undervalued or overvalued.
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