Jhancock Multi Index 2065 Fund Manager Performance Evaluation
| JAAFX Fund | USD 15.02 0.01 0.07% |
The fund retains a Market Volatility (i.e., Beta) of 0.73, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jhancock Multi-index's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jhancock Multi-index is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Jhancock Multi Index 2065 are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Jhancock Multi-index is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreJhancock |
Jhancock Multi-index Relative Risk vs. Return Landscape
If you would invest 1,419 in Jhancock Multi Index 2065 on August 31, 2024 and sell it today you would earn a total of 83.00 from holding Jhancock Multi Index 2065 or generate 5.85% return on investment over 90 days. Jhancock Multi Index 2065 is currently producing 0.0923% returns and takes up 0.6369% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Jhancock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jhancock Multi-index Current Valuation
Undervalued
Today
Please note that Jhancock Multi-index's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Jhancock Multi Index retains a regular Real Value of $12.22 per share. The prevalent price of the fund is $15.02. We determine the value of Jhancock Multi Index from evaluating 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, at some point, mutual fund prices and their ongoing real values will come together.
Since Jhancock Multi-index is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jhancock Mutual Fund. However, Jhancock Multi-index'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 15.02 | Real 12.22 | Hype 11.46 | Naive 15.01 |
The intrinsic value of Jhancock Multi-index'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 Jhancock Multi-index'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 Jhancock Multi Index 2065 helps investors to forecast how Jhancock 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 Jhancock Multi-index more accurately as focusing exclusively on Jhancock Multi-index's fundamentals will not take into account other important factors: Jhancock Multi-index Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jhancock Multi-index's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jhancock Multi Index 2065, and traders can use it to determine the average amount a Jhancock Multi-index'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 = 0.1449
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | JAAFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Jhancock Multi-index is performing at about 11% of its full potential. 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 Jhancock Multi-index by adding it to a well-diversified portfolio.
Jhancock Multi-index Fundamentals Growth
Jhancock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jhancock Multi-index, and Jhancock Multi-index 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 Jhancock Mutual Fund performance.
| Total Asset | 16.78 M | |||
About Jhancock Multi-index Performance
Evaluating Jhancock Multi-index's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jhancock Multi-index 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 Jhancock Multi-index 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.
Under normal market conditions, 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 2065. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. It has a target asset allocation of 95 percent of its assets in underlying funds that invest primarily in equity securities.Things to note about Jhancock Multi Index performance evaluation
Checking the ongoing alerts about Jhancock Multi-index for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jhancock Multi Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 93.31% of its assets under management (AUM) in equities |
- Analyzing Jhancock Multi-index'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 Jhancock Multi-index's stock is overvalued or undervalued compared to its peers.
- Examining Jhancock Multi-index'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 Jhancock Multi-index's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jhancock Multi-index's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jhancock Multi-index's mutual fund. These opinions can provide insight into Jhancock Multi-index's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jhancock Mutual Fund
Jhancock Multi-index 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 Multi-index security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |