Johnson Institutional E Fund Manager Performance Evaluation
| JIMFX Fund | USD 14.82 0.05 0.34% |
The fund retains a Market Volatility (i.e., Beta) of 0.0537, 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
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Weak | Strong |
Very Weak
Over the last 90 days Johnson Institutional E has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and 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.
...more| Expense Ratio | 0.4000 |
Johnson |
Johnson Institutional Relative Risk vs. Return Landscape
If you would invest 1,486 in Johnson Institutional E on August 31, 2024 and sell it today you would lose (22.00) from holding Johnson Institutional E or give up 1.48% of portfolio value over 90 days. Johnson Institutional E is currently producing negative expected returns and takes up 0.3493% volatility of returns over 90 trading days. Put another way, 3% 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
Fairly Valued
Today
Please note that Johnson Institutional's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Johnson Institutional retains a regular Real Value of $14.68 per share. The prevalent price of the fund is $14.64. 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 14.64 | Real 14.68 | Hype 14.64 | Naive 14.69 |
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 E 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Johnson Institutional's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Johnson Institutional E, and traders can use it to determine the average amount a Johnson Institutional'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 = -0.0661
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| Negative Returns | JIMFX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Johnson Institutional 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 Johnson Institutional by adding Johnson Institutional to a well-diversified portfolio.
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 | 557.88 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 investment seeks a high level of income over the long term consistent with preservation of capital. Johnson Institutional is traded on NASDAQ Exchange in the United States.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.| Johnson Institutional generated a negative expected return over the last 90 days | |
| Johnson Institutional generated five year return of 0.0% | |
| This fund retains most of the assets under management (AUM) in different types of exotic instruments. |
- 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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