Johcm Global Equity Fund Manager Performance Evaluation
| JOGIX Fund | USD 11.89 0.14 1.19% |
The fund retains a Market Volatility (i.e., Beta) of 0.89, which attests to possible diversification benefits within a given portfolio. Johcm Global returns are very sensitive to returns on the market. As the market goes up or down, Johcm Global is expected to follow.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Johcm Global Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 28th of January 2021 | |
| Expense Ratio | 0.9900 |
Johcm |
Johcm Global Relative Risk vs. Return Landscape
If you would invest 1,463 in Johcm Global Equity on November 2, 2024 and sell it today you would lose (274.00) from holding Johcm Global Equity or give up 18.73% of portfolio value over 90 days. Johcm Global Equity is currently producing negative expected returns and takes up 2.9448% volatility of returns over 90 trading days. Put another way, 26% 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 |
| Risk |
Johcm Global Current Valuation
Undervalued
Today
Please note that Johcm Global's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Johcm Global Equity retains a regular Real Value of $12.28 per share. The prevalent price of the fund is $11.89. We determine the value of Johcm Global Equity 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 Johcm Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johcm Mutual Fund. However, Johcm Global'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 11.89 | Real 12.28 | Hype 11.89 | Naive 10.99 |
The intrinsic value of Johcm Global'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 Johcm Global'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 Johcm Global Equity helps investors to forecast how Johcm 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 Johcm Global more accurately as focusing exclusively on Johcm Global's fundamentals will not take into account other important factors: Johcm Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Johcm Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Johcm Global Equity, and traders can use it to determine the average amount a Johcm Global'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 = -0.1007
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JOGIX |
Estimated Market Risk
| 2.94 actual daily | 26 74% of assets are more volatile |
Expected Return
| -0.3 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Johcm Global 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 Global by adding Johcm Global to a well-diversified portfolio.
Johcm Global Fundamentals Growth
Johcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johcm Global, and Johcm Global 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.
| Price To Earning | 24.39 X | |||
| Price To Book | 2.13 X | |||
| Price To Sales | 1.87 X | |||
| Total Asset | 536.09 M | |||
About Johcm Global Performance
Evaluating Johcm Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johcm Global 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 Johcm Global 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 normally invests at least 80 percent of its assets in equity securities of U.S. and foreign companies. Johcm Global is traded on NASDAQ Exchange in the United States.Things to note about Johcm Global Equity performance evaluation
Checking the ongoing alerts about Johcm Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johcm Global Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Johcm Global Equity generated a negative expected return over the last 90 days | |
| The fund retains 99.77% of its assets under management (AUM) in equities |
- Analyzing Johcm Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Johcm Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johcm Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johcm Global's mutual fund. These opinions can provide insight into Johcm Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Johcm Mutual Fund
Johcm Global financial ratios help investors to determine whether Johcm 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 Johcm with respect to the benefits of owning Johcm Global security.
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