Johcm Asia Ex Japan Manager Performance
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Johcm Asia are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Johcm Asia Ex Japan has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Johcm Asia 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 | 6.91 | |
| Fifty Two Week High | 9.75 | |
| Annual Report Expense Ratio | 1.05% |
Johcm |
Johcm Asia Relative Risk vs. Return Landscape
If you would invest (100.00) in Johcm Asia Ex Japan on August 30, 2024 and sell it today you would earn a total of 100.00 from holding Johcm Asia Ex Japan or generate -100.0% return on investment over 90 days. Johcm Asia Ex Japan is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Johcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Johcm Asia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Johcm Asia's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Johcm Asia Ex Japan, and traders can use it to determine the average amount a Johcm Asia'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 = 0.0
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Based on monthly moving average Johcm Asia 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 Johcm Asia by adding Johcm Asia to a well-diversified portfolio.
Johcm Asia Fundamentals Growth
Johcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johcm Asia, and Johcm Asia 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 Johcm Mutual Fund performance.
| Total Asset | 4.24 M | |||
Things to note about Johcm Asia Ex performance evaluation
Checking the ongoing alerts about Johcm Asia for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johcm Asia Ex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Johcm Asia Ex is not yet fully synchronised with the market data | |
| Johcm Asia Ex has some characteristics of a very speculative penny stock | |
| Johcm Asia Ex has a very high chance of going through financial distress in the upcoming years | |
| Johcm Asia Ex generated five year return of -1.0% | |
| This fund retains 96.12% of its assets under management (AUM) in equities |
- Analyzing Johcm Asia'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 Johcm Asia's stock is overvalued or undervalued compared to its peers.
- Examining Johcm Asia'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 Johcm Asia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johcm Asia's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johcm Asia's mutual fund. These opinions can provide insight into Johcm Asia's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Other Consideration for investing in Johcm Mutual Fund
If you are still planning to invest in Johcm Asia Ex check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Johcm Asia's history and understand the potential risks before investing.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |