Jhancock Diversified Macro Fund Fundamentals
| JDJCX Fund | USD 9.18 0.05 0.55% |
Jhancock Diversified Macro fundamentals help investors to digest information that contributes to Jhancock Diversified's financial success or failures. It also enables traders to predict the movement of JHancock Mutual Fund. The fundamental analysis module provides a way to measure Jhancock Diversified's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jhancock Diversified mutual fund.
JHancock |
Jhancock Diversified Macro Mutual Fund One Year Return Analysis
Jhancock Diversified'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 Diversified One Year Return | 4.20 % |
Most of Jhancock Diversified'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 Diversified Macro 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.
| Competition |
Based on the recorded statements, Jhancock Diversified Macro has an One Year Return of 4.1998%. This is 73.82% lower than that of the John Hancock family and significantly higher than that of the Macro Trading category. The one year return for all United States funds is notably lower than that of the firm.
Jhancock Diversified Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jhancock Diversified's current stock value. Our valuation model uses many indicators to compare Jhancock Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jhancock Diversified competition to find correlations between indicators driving Jhancock Diversified's intrinsic value. More Info.Jhancock Diversified Macro 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 1.50 of One Year Return 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 Jhancock Diversified's earnings, one of the primary drivers of an investment's value.JHancock One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jhancock Diversified's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jhancock Diversified could also be used in its relative valuation, which is a method of valuing Jhancock Diversified by comparing valuation metrics of similar companies.Jhancock Diversified is currently under evaluation in one year return among similar funds.
JHancock Fundamentals
| Total Asset | 553.39 M | ||||
| Year To Date Return | 2.80 % | ||||
| One Year Return | 4.20 % | ||||
| Three Year Return | 5.80 % | ||||
| Five Year Return | 1.80 % | ||||
| Net Asset | 215.57 M | ||||
| Last Dividend Paid | 0.1 | ||||
| Cash Position Weight | 56.27 % | ||||
| Equity Positions Weight | 35.24 % | ||||
| Bond Positions Weight | (92.27) % |
About Jhancock Diversified Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jhancock Diversified Macro's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jhancock Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jhancock Diversified Macro based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its investment objective by utilizing a multi-asset, quantitatively-driven investment strategy that seeks to provide exposure to diversified sources of return. The manager will allocate the funds assets across a range of asset classes comprising equities, fixed income, foreign currencies, and commodities. The fund is generally intended to have a low correlation to the equity and bond markets.
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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 Diversified 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 Diversified security.
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