J Hancock Ii Fund Manager Performance Evaluation
| JROUX Fund | USD 14.12 0.12 0.86% |
The entity retains a Market Volatility (i.e., Beta) of 0.034, which attests to not very significant fluctuations relative to the market. As returns on the market increase, J Hancock's returns are expected to increase less than the market. However, during the bear market, the loss of holding J Hancock is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days J Hancock Ii has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, J Hancock is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8300 |
JROUX |
J Hancock Relative Risk vs. Return Landscape
If you would invest 1,426 in J Hancock Ii on November 7, 2024 and sell it today you would lose (14.00) from holding J Hancock Ii or give up 0.98% of portfolio value over 90 days. J Hancock Ii is currently producing negative expected returns and takes up 0.7587% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than JROUX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
J Hancock Current Valuation
Overvalued
Today
Please note that J Hancock's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. J Hancock Ii retains a regular Real Value of $13.73 per share. The prevalent price of the fund is $14.12. We determine the value of J Hancock Ii from analyzing 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, sooner or later, mutual fund prices and their ongoing real values will come together.
Since J Hancock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of JROUX Mutual Fund. However, J Hancock'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 14.12 | Real 13.73 | Hype 14.12 | Naive 13.96 |
The intrinsic value of J Hancock'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 J Hancock'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 J Hancock Ii helps investors to forecast how JROUX 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 J Hancock more accurately as focusing exclusively on J Hancock's fundamentals will not take into account other important factors: J Hancock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for J Hancock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as J Hancock Ii, and traders can use it to determine the average amount a J Hancock'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 = -0.0183
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| Negative Returns | JROUX |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average J Hancock 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 J Hancock by adding J Hancock to a well-diversified portfolio.
J Hancock Fundamentals Growth
JROUX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of J Hancock, and J Hancock 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 JROUX Mutual Fund performance.
| Total Asset | 182.43 M | ||||
About J Hancock Performance
Evaluating J Hancock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if J Hancock 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 J Hancock 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 substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2060. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.Things to note about J Hancock Ii performance evaluation
Checking the ongoing alerts about J Hancock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for J Hancock Ii help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| J Hancock Ii generated a negative expected return over the last 90 days | |
| The fund retains 90.53% of its assets under management (AUM) in equities |
- Analyzing J Hancock'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 J Hancock's stock is overvalued or undervalued compared to its peers.
- Examining J Hancock'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 J Hancock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of J Hancock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of J Hancock's mutual fund. These opinions can provide insight into J Hancock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JROUX Mutual Fund
J Hancock financial ratios help investors to determine whether JROUX 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 JROUX with respect to the benefits of owning J Hancock security.
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