John Hancock Financial Fund Manager Performance Evaluation
| BTO Fund | USD 36.68 0.25 0.69% |
The fund retains a Market Volatility (i.e., Beta) of 0.64, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, John Hancock's returns are expected to increase less than the market. However, during the bear market, the loss of holding John Hancock is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in John Hancock Financial are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of very conflicting basic indicators, John Hancock may actually be approaching a critical reversion point that can send shares even higher in February 2025.
...more1 | John Hancock Financial Opportunities Fund Sets New 52-Week High - Time to Buy - MarketBeat | 11/11/2024 |
2 | BTO Stock Hits 52-Week High at .1 Amid Strong Yearly Growth By Investing.com - Investing.com South Africa | 11/22/2024 |
3 | Investment Report - Stock Traders Daily | 12/02/2024 |
4 | Long Term Investment Analysis - Stock Traders Daily | 12/23/2024 |
5 | Where are the Opportunities in - Stock Traders Daily | 01/03/2025 |
| Expense Ratio | 2.0100 |
John |
John Hancock Relative Risk vs. Return Landscape
If you would invest 3,373 in John Hancock Financial on October 19, 2024 and sell it today you would earn a total of 295.00 from holding John Hancock Financial or generate 8.75% return on investment over 90 days. John Hancock Financial is generating 0.1528% of daily returns assuming volatility of 1.776% on return distribution over 90 days investment horizon. In other words, 15% of funds are less volatile than John, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
John Hancock Current Valuation
Undervalued
Today
Please note that John Hancock's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. John Hancock Financial retains a regular Real Value of $39.52 per share. The prevalent price of the fund is $36.68. We determine the value of John Hancock Financial from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will come together.
Since John Hancock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of John Fund. However, John Hancock'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 36.68 | Real 39.52 | Hype 36.4 |
The intrinsic value of John Hancock'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 John Hancock'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 John Hancock Financial helps investors to forecast how John 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 John Hancock more accurately as focusing exclusively on John Hancock's fundamentals will not take into account other important factors: John Hancock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for John Hancock's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as John Hancock Financial, and traders can use it to determine the average amount a John Hancock'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 = 0.086
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BTO | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.78 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average John Hancock is performing at about 6% 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 John Hancock by adding it to a well-diversified portfolio.
John Hancock Fundamentals Growth
John Fund prices reflect investors' perceptions of the future prospects and financial health of John Hancock, and John Hancock 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 John Fund performance.
| Return On Equity | -7.97 | ||||
| Return On Asset | 0.9 | ||||
| Profit Margin | (238.16) % | ||||
| Operating Margin | 51.42 % | ||||
| Current Valuation | 808.68 M | ||||
| Shares Outstanding | 19.17 M | ||||
| Price To Earning | 2.71 X | ||||
| Price To Book | 1.14 X | ||||
| Price To Sales | 32.25 X | ||||
| Revenue | 21.7 M | ||||
| Cash And Equivalents | 834.08 K | ||||
| Cash Per Share | 0.04 X | ||||
| Total Debt | 125 M | ||||
| Debt To Equity | 0.20 % | ||||
| Book Value Per Share | 32.01 X | ||||
| Cash Flow From Operations | 29.11 M | ||||
| Earnings Per Share | 13.50 X | ||||
About John Hancock Performance
By examining John Hancock's fundamental ratios, stakeholders can obtain critical insights into John Hancock's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that John Hancock is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the SP Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.Things to note about John Hancock Financial performance evaluation
Checking the ongoing alerts about John Hancock for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for John Hancock Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Where are the Opportunities in - Stock Traders Daily |
- Analyzing John Hancock'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 John Hancock's stock is overvalued or undervalued compared to its peers.
- Examining John Hancock'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 John Hancock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of John Hancock's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of John Hancock's fund. These opinions can provide insight into John Hancock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in John Fund
John Hancock financial ratios help investors to determine whether John 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 John with respect to the benefits of owning John Hancock security.
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