Johcm International Select Fund Manager Performance Evaluation
| JOHAX Fund | USD 29.76 0.70 2.30% |
The fund retains a Market Volatility (i.e., Beta) of 0.11, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Johcm International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Johcm International 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 Johcm International Select are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Johcm International may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 28th of January 2021 | |
| Expense Ratio | 1.1800 |
Johcm |
Johcm International Relative Risk vs. Return Landscape
If you would invest 2,701 in Johcm International Select on November 2, 2025 and sell it today you would earn a total of 275.00 from holding Johcm International Select or generate 10.18% return on investment over 90 days. Johcm International Select is currently producing 0.1629% returns and takes up 0.8779% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Johcm, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Johcm International Current Valuation
Undervalued
Today
Please note that Johcm International's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Johcm International retains a regular Real Value of $31.98 per share. The prevalent price of the fund is $29.76. We determine the value of Johcm International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johcm Mutual Fund. However, Johcm International'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 29.76 | Real 31.98 | Hype 29.76 | Naive 30.27 |
The intrinsic value of Johcm International'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 International'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 International Select 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 International more accurately as focusing exclusively on Johcm International's fundamentals will not take into account other important factors: Johcm International Target Price Odds to finish over Current Price
The tendency of Johcm 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 |
| 29.76 | 90 days | 29.76 | under 4 |
Based on a normal probability distribution, the odds of Johcm International to move above the current price in 90 days from now is under 4 (This Johcm International Select probability density function shows the probability of Johcm Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Johcm International has a beta of 0.11. This indicates as returns on the market go up, Johcm International average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Johcm International Select will be expected to be much smaller as well. Additionally Johcm International Select has an alpha of 0.1721, implying that it can generate a 0.17 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Johcm International Price Density |
| Price |
Predictive Modules for Johcm International
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Johcm International. 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.Johcm International Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Johcm International is not an exception. The market had few large corrections towards the Johcm International'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 Johcm International Select, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Johcm International within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.17 | |
β | Beta against Dow Jones | 0.11 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | 0.18 |
Johcm International 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 Johcm International for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Johcm International 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 98.3% of its assets under management (AUM) in equities |
Johcm International Fundamentals Growth
Johcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johcm International, and Johcm International 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 | 20.68 X | ||||
| Price To Book | 1.99 X | ||||
| Price To Sales | 1.52 X | ||||
| Total Asset | 774.52 M | ||||
About Johcm International Performance
Evaluating Johcm International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johcm International 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 International 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 seeks to achieve its investment objective by investing primarily in common stocks and other equity securities of companies located outside the United States. Typically, it invests in a number of different countries, including emerging markets. The fund may invest in companies of any size, including small- and mid capitalization companies, in order to achieve its objective.Things to note about Johcm International performance evaluation
Checking the ongoing alerts about Johcm International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johcm International 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 98.3% of its assets under management (AUM) in equities |
- Analyzing Johcm International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Johcm International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johcm International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johcm International's mutual fund. These opinions can provide insight into Johcm International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Johcm Mutual Fund
Johcm International 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 International security.
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