Jhancock Diversified Five Year Return vs. Cash Position Weight
| JDJIX Fund | USD 9.10 0.04 0.44% |
For Jhancock Diversified profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jhancock Diversified to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jhancock Diversified Macro utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jhancock Diversified's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jhancock Diversified Macro over time as well as its relative position and ranking within its peers.
Jhancock |
Jhancock Diversified Cash Position Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jhancock Diversified's current stock value. Our valuation model uses many indicators to compare Jhancock Diversified value to that of its competitors to determine the firm's financial worth. Jhancock Diversified Macro is currently considered the top fund in five year return among similar funds. It also is currently considered the top fund in cash position weight among similar funds creating about 24.71 of Cash Position Weight per Five Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jhancock Diversified's earnings, one of the primary drivers of an investment's value.Jhancock Cash Position Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Jhancock Diversified |
| = | 2.28 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Jhancock Diversified |
| = | 56.27 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Jhancock Cash Position Weight Comparison
Jhancock Diversified is currently under evaluation in cash position weight among similar funds.
Jhancock Diversified Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jhancock Diversified, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jhancock Diversified will eventually generate negative long term returns. The profitability progress is the general direction of Jhancock Diversified's change in net profit over the period of time. It can combine multiple indicators of Jhancock Diversified, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund pursues its investment objective by utilizing a multi-asset, quantitatively-driven investment strategy that seeks to provide exposure to diversified sources of return. The manager will allocate the funds assets across a range of asset classes comprising equities, fixed income, foreign currencies, and commodities. The fund is generally intended to have a low correlation to the equity and bond markets.
Jhancock Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jhancock Diversified. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Jhancock Diversified position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Jhancock Diversified's important profitability drivers and their relationship over time.
Use Jhancock Diversified in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jhancock Diversified position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jhancock Diversified will appreciate offsetting losses from the drop in the long position's value.Jhancock Diversified Pair Trading
Jhancock Diversified Macro Pair Trading Analysis
The ability to find closely correlated positions to Jhancock Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jhancock Diversified when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jhancock Diversified - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jhancock Diversified Macro to buy it.
The correlation of Jhancock Diversified is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jhancock Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jhancock Diversified moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jhancock Diversified can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Jhancock Diversified position
In addition to having Jhancock Diversified in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Macroaxis Index Thematic Idea Now
Macroaxis Index
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 52 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Macroaxis Index Theme or any other thematic opportunities.
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Other Information on Investing in Jhancock Mutual Fund
To fully project Jhancock Diversified's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jhancock Diversified at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Jhancock Diversified's income statement, its balance sheet, and the statement of cash flows.
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