Johnson Equity Income Fund Manager Performance Evaluation
| JEQSX Fund | 37.06 0.02 0.05% |
The fund retains a Market Volatility (i.e., Beta) of 0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Johnson Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Johnson Equity is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Johnson Equity Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Johnson Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreJohnson |
Johnson Equity Relative Risk vs. Return Landscape
If you would invest 3,792 in Johnson Equity Income on October 27, 2024 and sell it today you would lose (86.00) from holding Johnson Equity Income or give up 2.27% of portfolio value over 90 days. Johnson Equity Income is currently producing negative expected returns and takes up 1.0492% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Johnson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Johnson Equity Current Valuation
Fairly Valued
Today
Please note that Johnson Equity's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Johnson Equity Income retains a regular Real Value of USD37.19 per share. The prevalent price of the fund is USD37.06. Our model calculates the value of Johnson Equity Income from evaluating the entity technical indicators and probability of bankruptcy. In general, investors 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 Johnson Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johnson Mutual Fund. However, Johnson Equity'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 37.06 | Real 37.19 | Hype 37.08 | Naive 38.46 |
The intrinsic value of Johnson Equity'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 Johnson Equity'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 Johnson Equity Income helps investors to forecast how Johnson 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 Johnson Equity more accurately as focusing exclusively on Johnson Equity's fundamentals will not take into account other important factors: Johnson Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Johnson Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Johnson Equity Income, and traders can use it to determine the average amount a Johnson Equity'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 = -0.0312
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JEQSX |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Johnson Equity 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 Johnson Equity by adding Johnson Equity to a well-diversified portfolio.
Johnson Equity Fundamentals Growth
Johnson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johnson Equity, and Johnson Equity 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 Johnson Mutual Fund performance.
About Johnson Equity Performance
Evaluating Johnson Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johnson Equity 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 Johnson Equity 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 larger-sized U.S. companies that its adviser believes offer opportunities for above-average dividend income and capital growth. Under normal circumstances, at least 80 percent of the funds total assets will be invested in income-producing equity securities.Things to note about Johnson Equity Income performance evaluation
Checking the ongoing alerts about Johnson Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johnson Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Johnson Equity generated a negative expected return over the last 90 days | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Johnson Equity'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 Johnson Equity's stock is overvalued or undervalued compared to its peers.
- Examining Johnson Equity'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 Johnson Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johnson Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johnson Equity's mutual fund. These opinions can provide insight into Johnson Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Johnson Mutual Fund
Johnson Equity financial ratios help investors to determine whether Johnson 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 Johnson with respect to the benefits of owning Johnson Equity security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |