John Hancock Variable Fund Manager Performance Evaluation
| JADBX Fund | USD 20.66 0.05 0.24% |
The fund retains a Market Volatility (i.e., Beta) of 0.38, 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
Very Weak
Weak | Strong |
Over the last 90 days John Hancock Variable has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental drivers remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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John Hancock Relative Risk vs. Return Landscape
If you would invest 2,226 in John Hancock Variable on November 27, 2024 and sell it today you would lose (160.00) from holding John Hancock Variable or give up 7.19% of portfolio value over 90 days. John Hancock Variable is currently producing negative expected returns and takes up 1.0263% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than John, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
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 mutual funds, such as John Hancock Variable, 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 = -0.1201
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JADBX |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average John Hancock is not performing at its full potential. However, 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 John Hancock to a well-diversified portfolio.
About John Hancock Performance
Evaluating John Hancock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if John Hancock 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 John Hancock 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.
Things to note about John Hancock Variable performance evaluation
Checking the ongoing alerts about John Hancock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for John Hancock Variable help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| John Hancock generated a negative expected return over the last 90 days |
- 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 Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of John Hancock's mutual 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 Mutual Fund
John Hancock financial ratios help investors to determine whether John 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 John with respect to the benefits of owning John Hancock security.
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