Johnson Opportunity S Fund Manager Performance Evaluation
| JOSSX Fund | 51.99 0.15 0.29% |
The fund retains a Market Volatility (i.e., Beta) of 0.44, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Johnson Opportunity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Johnson Opportunity is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Johnson Opportunity S has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Johnson Opportunity Relative Risk vs. Return Landscape
If you would invest 5,685 in Johnson Opportunity S on October 12, 2024 and sell it today you would lose (486.00) from holding Johnson Opportunity S or give up 8.55% of portfolio value over 90 days. Johnson Opportunity S is currently producing negative expected returns and takes up 1.2473% volatility of returns over 90 trading days. Put another way, 11% 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 Opportunity Current Valuation
Fairly Valued
Today
Please note that Johnson Opportunity's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Johnson Opportunity retains a regular Real Value of USD52.87 per share. The prevalent price of the fund is USD51.99. Our model calculates the value of Johnson Opportunity 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 Opportunity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Johnson Mutual Fund. However, Johnson Opportunity'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 51.99 | Real 52.87 | Hype 51.99 | Naive 52.43 |
The intrinsic value of Johnson Opportunity'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 Opportunity'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 Opportunity S 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 Opportunity more accurately as focusing exclusively on Johnson Opportunity's fundamentals will not take into account other important factors: Johnson Opportunity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Johnson Opportunity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Johnson Opportunity S, and traders can use it to determine the average amount a Johnson Opportunity'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 = -0.1111
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JOSSX |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.14 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Johnson Opportunity 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 Opportunity by adding Johnson Opportunity to a well-diversified portfolio.
Johnson Opportunity Fundamentals Growth
Johnson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Johnson Opportunity, and Johnson Opportunity 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 Opportunity Performance
Evaluating Johnson Opportunity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Johnson Opportunity 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 Opportunity 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 small and medium sized U.S. companies that its Adviser believes offer opportunities for capital growth.Things to note about Johnson Opportunity performance evaluation
Checking the ongoing alerts about Johnson Opportunity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Johnson Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Johnson Opportunity 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 Opportunity'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 Opportunity's stock is overvalued or undervalued compared to its peers.
- Examining Johnson Opportunity'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 Opportunity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Johnson Opportunity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Johnson Opportunity's mutual fund. These opinions can provide insight into Johnson Opportunity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Johnson Mutual Fund
Johnson Opportunity 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 Opportunity security.
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