John Hancock Year To Date Return vs. Annual Yield
| TAUSX Fund | USD 9.02 0.01 0.11% |
For John Hancock profitability analysis, we use financial ratios and fundamental drivers that measure the ability of John Hancock to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well John Hancock Investment utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between John Hancock's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of John Hancock Investment over time as well as its relative position and ranking within its peers.
John |
John Hancock Investment Annual Yield vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining John Hancock's current stock value. Our valuation model uses many indicators to compare John Hancock value to that of its competitors to determine the firm's financial worth. John Hancock Investment is rated top fund in year to date return among similar funds. It also is rated top fund in annual yield among similar funds . The ratio of Year To Date Return to Annual Yield for John Hancock Investment is about 421.88 . 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 John Hancock's earnings, one of the primary drivers of an investment's value.John Annual Yield 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.
John Hancock |
| = | 1.77 % |
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.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
John Hancock |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
John Annual Yield Comparison
John Hancock is currently under evaluation in annual yield among similar funds.
John Hancock Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in John Hancock, profitability is also one of the essential criteria for including it into their portfolios because, without profit, John Hancock will eventually generate negative long term returns. The profitability progress is the general direction of John Hancock's change in net profit over the period of time. It can combine multiple indicators of John Hancock, 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in investment-grade bonds . These may include, but are not limited to, corporate bonds and debentures, mortgage-backed and asset-backed securities, U.S. government and agency securities, and U.S. dollar-denominated securities of foreign governments and corporations.
John Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on John Hancock. 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 John Hancock 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 John Hancock's important profitability drivers and their relationship over time.
Use John Hancock 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 John Hancock 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 John Hancock will appreciate offsetting losses from the drop in the long position's value.John Hancock Pair Trading
John Hancock Investment Pair Trading Analysis
The ability to find closely correlated positions to John Hancock could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace John Hancock 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 John Hancock - 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 John Hancock Investment to buy it.
The correlation of John Hancock 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 John Hancock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if John Hancock Investment 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 John Hancock 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 John Hancock position
In addition to having John Hancock 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 Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 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 Manufacturing Theme or any other thematic opportunities.
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Other Information on Investing in John Mutual Fund
To fully project John Hancock's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of John Hancock Investment 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 John Hancock's income statement, its balance sheet, and the statement of cash flows.
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