Johcm International Opportunities Fund Manager Performance Evaluation
| JOPSX Fund | USD 13.43 0.27 2.05% |
The fund retains a Market Volatility (i.e., Beta) of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Johcm International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Johcm International is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Johcm International Opportunities are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Johcm International may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...more| Expense Ratio Date | 28th of January 2021 |
Johcm |
Johcm International Relative Risk vs. Return Landscape
If you would invest 1,197 in Johcm International Opportunities on December 17, 2024 and sell it today you would earn a total of 146.00 from holding Johcm International Opportunities or generate 12.2% return on investment over 90 days. Johcm International Opportunities is currently producing 0.1961% returns and takes up 0.9124% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Johcm, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Johcm International Current Valuation
Undervalued
Today
Please note that Johcm International's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Johcm International retains a regular Real Value of $14.36 per share. The prevalent price of the fund is $13.43. We determine the value of Johcm International 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 Johcm International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johcm Mutual Fund. However, Johcm International'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 13.43 | Real 14.36 | Hype 13.43 | Naive 13.4 |
The intrinsic value of Johcm International'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 Johcm International'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 Johcm International Opportunities helps investors to forecast how Johcm 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 Johcm International more accurately as focusing exclusively on Johcm International's fundamentals will not take into account other important factors: Johcm International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Johcm International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Johcm International Opportunities, and traders can use it to determine the average amount a Johcm International'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 = 0.2149
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | JOPSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Johcm International is performing at about 16% 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 Johcm International by adding it to a well-diversified portfolio.
Johcm International Fundamentals Growth
Johcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johcm International, and Johcm International 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 Johcm Mutual Fund performance.
About Johcm International Performance
Evaluating Johcm International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johcm International 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 Johcm International 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.
The fund invests primarily in equity securities of companies located outside the U.S. It may invest in non-U.S. companies of any size, including small- and mid-capitalization companies, to achieve its objective. The fund may achieve its equity exposure either directly or indirectly, such as through participatory notes, though it does not use such indirect instruments as a means of achieving leverage.Things to note about Johcm International performance evaluation
Checking the ongoing alerts about Johcm International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johcm International 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 about 12.06% of its assets under management (AUM) in cash |
- Analyzing Johcm International'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 Johcm International's stock is overvalued or undervalued compared to its peers.
- Examining Johcm International'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 Johcm International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johcm International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johcm International's mutual fund. These opinions can provide insight into Johcm International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Johcm Mutual Fund
Johcm International financial ratios help investors to determine whether Johcm 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 Johcm with respect to the benefits of owning Johcm International security.
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