John Hancock Funds Fund Manager Performance Evaluation
| JHBAX Fund | USD 14.27 0.05 0.35% |
The fund retains a Market Volatility (i.e., Beta) of 0.0166, which attests to not very significant fluctuations relative to the market. 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 Funds are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, John Hancock is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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John Hancock Relative Risk vs. Return Landscape
If you would invest 1,385 in John Hancock Funds on August 28, 2024 and sell it today you would earn a total of 42.00 from holding John Hancock Funds or generate 3.03% return on investment over 90 days. John Hancock Funds is currently producing 0.0491% returns and takes up 0.5845% volatility of returns over 90 trading days. Put another way, 5% 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 Current Valuation
Fairly Valued
Today
Please note that John Hancock's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. John Hancock Funds retains a regular Real Value of $14.19 per share. The prevalent price of the fund is $14.27. We determine the value of John Hancock Funds from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual 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 Mutual 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 14.27 | Real 14.19 | Hype 14.27 |
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 Funds helps investors to forecast how John mutual 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 mutual funds, such as John Hancock Funds, 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 = 0.084
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| Negative Returns | JHBAX |
Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 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 Mutual 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 Mutual Fund performance.
| Total Asset | 447.73 M | ||||
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.
The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2040. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.Things to note about John Hancock Funds 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 Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 7.61% of its assets under management (AUM) in cash |
- 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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