Jft Strategies Fund Manager Performance Evaluation
| JFS-UN Fund | CAD 24.42 0.01 0.04% |
The fund retains a Market Volatility (i.e., Beta) of 0.13, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JFT Strategies' returns are expected to increase less than the market. However, during the bear market, the loss of holding JFT Strategies is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days JFT Strategies has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, JFT Strategies is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 16.90 | |
| Fifty Two Week High | 17.05 |
JFT |
JFT Strategies Relative Risk vs. Return Landscape
If you would invest 2,511 in JFT Strategies on August 24, 2024 and sell it today you would lose (69.00) from holding JFT Strategies or give up 2.75% of portfolio value over 90 days. JFT Strategies is generating negative expected returns and assumes 0.747% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than JFT, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
JFT Strategies Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JFT Strategies' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as JFT Strategies, and traders can use it to determine the average amount a JFT Strategies' 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 = -0.0555
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| Negative Returns | JFS-UN |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average JFT Strategies 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 JFT Strategies by adding JFT Strategies to a well-diversified portfolio.
About JFT Strategies Performance
By analyzing JFT Strategies' fundamental ratios, stakeholders can gain valuable insights into JFT Strategies' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JFT Strategies 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 JFT Strategies has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
JFT Strategies Fund is a Close ended balanced mutual fund launched by First Asset Investment Management Inc. JFT Strategies Fund was formed on May 18, 2012 and is domiciled in Canada. JFT STRATEGIES is traded on Toronto Stock Exchange in Canada.Things to note about JFT Strategies performance evaluation
Checking the ongoing alerts about JFT Strategies for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for JFT Strategies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| JFT Strategies generated a negative expected return over the last 90 days |
- Analyzing JFT Strategies' 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 JFT Strategies' stock is overvalued or undervalued compared to its peers.
- Examining JFT Strategies' 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 JFT Strategies' management team can have a significant impact on its success or failure. Reviewing the track record and experience of JFT Strategies' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of JFT Strategies' fund. These opinions can provide insight into JFT Strategies' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JFT Fund
JFT Strategies financial ratios help investors to determine whether JFT 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 JFT with respect to the benefits of owning JFT Strategies security.
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