Capital Appreciation Fund Manager Performance Evaluation
| JICPX Fund | USD 14.79 0.36 2.38% |
The fund shows a Beta (market volatility) of 0.6, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital Appreciation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Appreciation is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Capital Appreciation Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more1 | Is John Hancock2 Capital Appreciation 1 a Strong Mutual Fund Pick Right Now - Yahoo Finance | 01/07/2025 |
| Expense Ratio | 0.7900 |
Capital |
Capital Appreciation Relative Risk vs. Return Landscape
If you would invest 1,846 in Capital Appreciation Fund on December 4, 2024 and sell it today you would lose (367.00) from holding Capital Appreciation Fund or give up 19.88% of portfolio value over 90 days. Capital Appreciation Fund is currently producing negative expected returns and takes up 2.2792% volatility of returns over 90 trading days. Put another way, 20% of traded mutual funds are less volatile than Capital, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital Appreciation Current Valuation
Undervalued
Today
Please note that Capital Appreciation's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Capital Appreciation shows a prevailing Real Value of $15.28 per share. The current price of the fund is $14.79. We determine the value of Capital Appreciation from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Capital Appreciation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital Appreciation'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 14.79 | Real 15.28 | Hype 14.69 | Naive 15.01 |
The intrinsic value of Capital Appreciation'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 Capital Appreciation'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 Capital Appreciation Fund helps investors to forecast how Capital 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 Capital Appreciation more accurately as focusing exclusively on Capital Appreciation's fundamentals will not take into account other important factors: Capital Appreciation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Appreciation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Capital Appreciation Fund, and traders can use it to determine the average amount a Capital Appreciation'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 = -0.1497
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JICPX |
Estimated Market Risk
| 2.28 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.34 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Capital Appreciation 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 Capital Appreciation by adding Capital Appreciation to a well-diversified portfolio.
Capital Appreciation Fundamentals Growth
Capital Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Capital Appreciation, and Capital Appreciation 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 Capital Mutual Fund performance.
| Price To Earning | 28.77 X | ||||
| Price To Book | 4.95 X | ||||
| Price To Sales | 3.24 X | ||||
| Total Asset | 2.02 B | ||||
About Capital Appreciation Performance
Evaluating Capital Appreciation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Appreciation 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 Capital Appreciation 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 at least 65 percent of its total assets in equity and equity-related securities of companies, at the time of investment, that exceed 1 billion in market capitalization and that the manager believes have above average growth prospects. It may invest up to 20 percent of its total assets in foreign equity securities. The fund may invest in U.S. government securities issued or guaranteed by the U.S. government or by an agency or instrumentality of the U.S. government. It may invest in mortgage-related securities issued or guaranteed by U.S. governmental entities.Things to note about Capital Appreciation performance evaluation
Checking the ongoing alerts about Capital Appreciation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital Appreciation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Capital Appreciation generated a negative expected return over the last 90 days | |
| The fund retains 99.98% of its assets under management (AUM) in equities |
- Analyzing Capital Appreciation'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 Capital Appreciation's stock is overvalued or undervalued compared to its peers.
- Examining Capital Appreciation'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 Capital Appreciation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Appreciation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital Appreciation's mutual fund. These opinions can provide insight into Capital Appreciation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Capital Mutual Fund
Capital Appreciation financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Appreciation security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |