Johnson Institutional Short Fund Manager Performance Evaluation
| JIBDX Fund | USD 15.08 0.06 0.40% |
The fund retains a Market Volatility (i.e., Beta) of 0.0152, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Johnson Institutional's returns are expected to increase less than the market. However, during the bear market, the loss of holding Johnson Institutional is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Johnson Institutional Short are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Johnson Institutional 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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Johnson |
Johnson Institutional Relative Risk vs. Return Landscape
If you would invest 1,498 in Johnson Institutional Short on October 31, 2025 and sell it today you would earn a total of 10.00 from holding Johnson Institutional Short or generate 0.67% return on investment over 90 days. Johnson Institutional Short is currently producing 0.0111% returns and takes up 0.0753% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Johnson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Johnson Institutional Current Valuation
Overvalued
Today
Please note that Johnson Institutional's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Johnson Institutional retains a regular Real Value of $13.87 per share. The prevalent price of the fund is $15.08. We determine the value of Johnson Institutional 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 Johnson Institutional is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johnson Mutual Fund. However, Johnson Institutional'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 15.08 | Real 13.87 | Hype 15.08 | Naive 15.08 |
The intrinsic value of Johnson Institutional'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 Johnson Institutional'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 Johnson Institutional Short helps investors to forecast how Johnson 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 Johnson Institutional more accurately as focusing exclusively on Johnson Institutional's fundamentals will not take into account other important factors: Johnson Institutional Target Price Odds to finish over Current Price
The tendency of Johnson Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 15.08 | 90 days | 15.08 | about 34.52 |
Based on a normal probability distribution, the odds of Johnson Institutional to move above the current price in 90 days from now is about 34.52 (This Johnson Institutional Short probability density function shows the probability of Johnson Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Johnson Institutional has a beta of 0.0152. This indicates as returns on the market go up, Johnson Institutional average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Johnson Institutional Short will be expected to be much smaller as well. Additionally Johnson Institutional Short has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Johnson Institutional Price Density |
| Price |
Predictive Modules for Johnson Institutional
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Johnson Institutional. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Johnson Institutional's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Johnson Institutional Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Johnson Institutional is not an exception. The market had few large corrections towards the Johnson Institutional's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Johnson Institutional Short, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Johnson Institutional within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0029 | |
β | Beta against Dow Jones | 0.02 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.87 |
Johnson Institutional Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Johnson Institutional for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Johnson Institutional can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 5.49% of its assets under management (AUM) in cash |
Johnson Institutional Fundamentals Growth
Johnson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johnson Institutional, and Johnson Institutional 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 Johnson Mutual Fund performance.
| Total Asset | 347.99 M | ||||
About Johnson Institutional Performance
Evaluating Johnson Institutional's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johnson Institutional 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 Johnson Institutional 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 at least 80 percent of its net assets, plus any amounts for borrowing, in a broad range of investment grade fixed income securities, including bonds, notes, domestic and foreign corporate and government securities, government agency securities, mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities and short term obligations. It does not limit itself to securities of a particular maturity range but will normally seek to maintain a dollar weighted average duration between 1 and 3 years.Things to note about Johnson Institutional performance evaluation
Checking the ongoing alerts about Johnson Institutional for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johnson Institutional 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 5.49% of its assets under management (AUM) in cash |
- Analyzing Johnson Institutional'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 Johnson Institutional's stock is overvalued or undervalued compared to its peers.
- Examining Johnson Institutional'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 Johnson Institutional's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johnson Institutional's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johnson Institutional's mutual fund. These opinions can provide insight into Johnson Institutional's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Johnson Mutual Fund
Johnson Institutional financial ratios help investors to determine whether Johnson 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 Johnson with respect to the benefits of owning Johnson Institutional security.
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