Johnson Institutional Year To Date Return vs. Net Asset

JIMEX Fund  USD 14.95  0.01  0.07%   
Taking into consideration Johnson Institutional's profitability measurements, Johnson Institutional Intermediate may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Johnson Institutional's ability to earn profits and add value for shareholders.
For Johnson Institutional profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Johnson Institutional to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Johnson Institutional Intermediate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Johnson Institutional's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Johnson Institutional Intermediate over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Johnson Institutional's value and its price as these two are different measures arrived at by different means. Investors typically determine if Johnson Institutional is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Johnson Institutional's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Johnson Institutional Net Asset vs. Year To Date Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Johnson Institutional's current stock value. Our valuation model uses many indicators to compare Johnson Institutional value to that of its competitors to determine the firm's financial worth.
Johnson Institutional Intermediate is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in net asset among similar funds making up about  40,987,870  of Net Asset per Year To Date 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 Johnson Institutional's earnings, one of the primary drivers of an investment's value.

Johnson Net Asset vs. Year To Date Return

Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Johnson Institutional

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.82 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Johnson Institutional

Net Asset

 = 

Current Market Value

-

Current Liabilities

 = 
156.6 M
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.

Johnson Net Asset Comparison

Johnson Institutional is currently under evaluation in net asset among similar funds.

Johnson Institutional Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Johnson Institutional, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Johnson Institutional will eventually generate negative long term returns. The profitability progress is the general direction of Johnson Institutional's change in net profit over the period of time. It can combine multiple indicators of Johnson Institutional, 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 invests at least 80 percent of its net assets, plus any amounts for borrowing, in a broad range of investment grade fixed income securities, including bonds, notes, domestic and foreign corporate and government securities, government agency securities, mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities and short-term obligations. It does not limit itself to securities of a particular maturity range but will normally seek to maintain a dollar weighted average duration between 3 and 5 years.

Johnson Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Johnson Institutional. 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 Johnson Institutional 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 Johnson Institutional's important profitability drivers and their relationship over time.

Use Johnson Institutional 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 Johnson Institutional 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 Johnson Institutional will appreciate offsetting losses from the drop in the long position's value.

Johnson Institutional Pair Trading

Johnson Institutional Intermediate Pair Trading Analysis

The ability to find closely correlated positions to Johnson Institutional could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Johnson Institutional 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 Johnson Institutional - 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 Johnson Institutional Intermediate to buy it.
The correlation of Johnson Institutional 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 Johnson Institutional moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Johnson Institutional 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 Johnson Institutional 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Johnson Institutional position

In addition to having Johnson Institutional 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 Chemicals Thematic Idea Now

Chemicals
Chemicals Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Chemicals theme has 61 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 Chemicals Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Johnson Mutual Fund

To fully project Johnson Institutional's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Johnson Institutional 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 Johnson Institutional's income statement, its balance sheet, and the statement of cash flows.
Potential Johnson Institutional investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Johnson Institutional investors may work on each financial statement separately, they are all related. The changes in Johnson Institutional's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Johnson Institutional's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges