Jhancock Blue Financial Statements From 2010 to 2025
JHBCX Fund | 55.29 0.79 1.41% |
Check Jhancock Blue financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jhancock Blue's main balance sheet or income statement drivers, such as , as well as many indicators such as . Jhancock financial statements analysis is a perfect complement when working with Jhancock Blue Valuation or Volatility modules.
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Jhancock Blue Chip Mutual Fund One Year Return Analysis
Jhancock Blue's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jhancock Blue One Year Return | 6.00 % |
Most of Jhancock Blue's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jhancock Blue Chip is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Jhancock Blue Chip has an One Year Return of 6.0%. This is 62.59% lower than that of the John Hancock family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Jhancock Blue Chip Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jhancock Blue's current stock value. Our valuation model uses many indicators to compare Jhancock Blue value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jhancock Blue competition to find correlations between indicators driving Jhancock Blue's intrinsic value. More Info.Jhancock Blue Chip is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 0.15 of One Year Return per Year To Date Return. The ratio of Year To Date Return to One Year Return for Jhancock Blue Chip is roughly 6.89 . 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 Blue's earnings, one of the primary drivers of an investment's value.About Jhancock Blue Financial Statements
Jhancock Blue investors use historical fundamental indicators, such as Jhancock Blue's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Jhancock Blue. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in the common stocks of large- and medium-sized blue chip growth companies. Combined investments in convertible securities, preferred stocks, and debt securities are limited to 25 percent of total assets. It may invest in debt securities of any type without regard to quality or rating, including those rated below investment-grade . The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Jhancock Mutual Fund
Jhancock Blue financial ratios help investors to determine whether Jhancock 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 Jhancock with respect to the benefits of owning Jhancock Blue security.
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