John Hancock Tax Advantaged Manager Performance
| HTYDelisted Fund | USD 4.86 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.13, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning John Hancock are expected to decrease at a much lower rate. During the bear market, John Hancock is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days John Hancock Tax Advantaged has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, John Hancock is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3000 |
John |
John Hancock Relative Risk vs. Return Landscape
If you would invest 486.00 in John Hancock Tax Advantaged on September 1, 2024 and sell it today you would earn a total of 0.00 from holding John Hancock Tax Advantaged or generate 0.0% return on investment over 90 days. John Hancock Tax Advantaged is generating negative expected returns assuming volatility of 0.0% on return distribution over 90 days investment horizon. In other words, 0% of funds are less volatile than John, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
John Hancock Current Valuation
Overvalued
Today
Please note that John Hancock's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. John Hancock Tax retains a regular Real Value of $4.44 per share. The prevalent price of the fund is $4.86. We determine the value of John Hancock Tax from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will come together.
Since John Hancock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of John Fund. However, John Hancock'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 4.86 | Real 4.44 | Hype 4.86 | Naive 4.97 |
The intrinsic value of John Hancock'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 John Hancock'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 John Hancock Tax Advantaged helps investors to forecast how John 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 John Hancock more accurately as focusing exclusively on John Hancock's fundamentals will not take into account other important factors: John Hancock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for John Hancock's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as John Hancock Tax Advantaged, and traders can use it to determine the average amount a John Hancock'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 = 0.0
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Based on monthly moving average John Hancock is not performing at its full potential. However, 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 John Hancock by adding John Hancock to a well-diversified portfolio.
John Hancock Fundamentals Growth
John Fund prices reflect investors' perceptions of the future prospects and financial health of John Hancock, and John Hancock 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 John Fund performance.
| Return On Equity | 0.0072 | |||
| Return On Asset | 0.0053 | |||
| Shares Outstanding | 10.92 M | |||
| Price To Earning | 530.00 X | |||
| Revenue | 514.17 M | |||
| EBITDA | 213.04 M | |||
| Cash And Equivalents | 21.24 K | |||
| Cash Per Share | 0.07 X | |||
| Debt To Equity | 0.71 % | |||
| Cash Flow From Operations | 51.99 M | |||
| Earnings Per Share | 0.01 X | |||
| Total Asset | 571.35 M | |||
| Current Asset | 13.44 M | |||
| Current Liabilities | 109.19 M | |||
About John Hancock Performance
Evaluating John Hancock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if John Hancock 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 John Hancock 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.
John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund was formed on September 26, 2007 and is domiciled in the United States. John Hancock operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about John Hancock Tax performance evaluation
Checking the ongoing alerts about John Hancock for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for John Hancock Tax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| John Hancock Tax is not yet fully synchronised with the market data | |
| John Hancock Tax has a very high chance of going through financial distress in the upcoming years |
- Analyzing John Hancock'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 John Hancock's stock is overvalued or undervalued compared to its peers.
- Examining John Hancock'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 John Hancock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of John Hancock's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of John Hancock's fund. These opinions can provide insight into John Hancock's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Other Consideration for investing in John Fund
If you are still planning to invest in John Hancock Tax check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the John Hancock's history and understand the potential risks before investing.
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