Jhancock Blue Chip Fund Manager Performance Evaluation
| JHBCX Fund | 60.86 0.86 1.39% |
The fund retains a Market Volatility (i.e., Beta) of 0.0381, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jhancock Blue's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jhancock Blue is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Jhancock Blue Chip has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Jhancock Blue is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Jhancock Blue Relative Risk vs. Return Landscape
If you would invest 6,071 in Jhancock Blue Chip on October 6, 2024 and sell it today you would earn a total of 15.00 from holding Jhancock Blue Chip or generate 0.25% return on investment over 90 days. Jhancock Blue Chip is currently producing 0.0118% returns and takes up 1.2486% volatility of returns over 90 trading days. Put another way, 11% 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 Blue Current Valuation
Overvalued
Today
Please note that Jhancock Blue's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jhancock Blue Chip retains a regular Real Value of USD57.36 per share. The prevalent price of the fund is USD60.86. We determine the value of Jhancock Blue Chip 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 Blue is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jhancock Mutual Fund. However, Jhancock Blue'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 60.86 | Real 57.36 | Hype 60.86 |
The intrinsic value of Jhancock Blue'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 Blue'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 Blue Chip 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 Blue more accurately as focusing exclusively on Jhancock Blue's fundamentals will not take into account other important factors: Jhancock Blue Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jhancock Blue's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jhancock Blue Chip, and traders can use it to determine the average amount a Jhancock Blue'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 = 0.0095
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| Negative Returns | JHBCX |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jhancock Blue 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 Jhancock Blue by adding Jhancock Blue to a well-diversified portfolio.
Jhancock Blue Fundamentals Growth
Jhancock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jhancock Blue, and Jhancock Blue 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.
About Jhancock Blue Performance
Evaluating Jhancock Blue's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jhancock Blue 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 Blue 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 normally invests at least 80 percent of its net assets in the common stocks of large- and medium-sized blue chip growth companies. Combined investments in convertible securities, preferred stocks, and debt securities are limited to 25 percent of total assets. It may invest in debt securities of any type without regard to quality or rating, including those rated below investment-grade . The fund is non-diversified.Things to note about Jhancock Blue Chip performance evaluation
Checking the ongoing alerts about Jhancock Blue for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jhancock Blue Chip 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 99.46% of its assets under management (AUM) in equities |
- Analyzing Jhancock Blue'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 Blue's stock is overvalued or undervalued compared to its peers.
- Examining Jhancock Blue'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 Blue's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jhancock Blue's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jhancock Blue's mutual fund. These opinions can provide insight into Jhancock Blue's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jhancock Mutual Fund
Jhancock Blue 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 Blue security.
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