Jhancock Short Duration Fund Manager Performance Evaluation
| JSNIX Fund | USD 9.37 0.01 0.11% |
The fund retains a Market Volatility (i.e., Beta) of -0.0327, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jhancock Short are expected to decrease at a much lower rate. During the bear market, Jhancock Short is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jhancock Short Duration are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Jhancock Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 |
Jhancock |
Jhancock Short Relative Risk vs. Return Landscape
If you would invest 921.00 in Jhancock Short Duration on December 25, 2024 and sell it today you would earn a total of 16.00 from holding Jhancock Short Duration or generate 1.74% return on investment over 90 days. Jhancock Short Duration is currently producing 0.0293% returns and takes up 0.1353% volatility of returns over 90 trading days. Put another way, 1% 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 Short Current Valuation
Overvalued
Today
Please note that Jhancock Short's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jhancock Short Duration retains a regular Real Value of $8.61 per share. The prevalent price of the fund is $9.37. We determine the value of Jhancock Short Duration 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 Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jhancock Mutual Fund. However, Jhancock Short'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 9.37 | Real 8.61 | Hype 9.38 | Naive 9.36 |
The intrinsic value of Jhancock Short'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 Short'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 Short Duration 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 Short more accurately as focusing exclusively on Jhancock Short's fundamentals will not take into account other important factors: Jhancock Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jhancock Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jhancock Short Duration, and traders can use it to determine the average amount a Jhancock Short'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 = 0.2165
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JSNIX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Jhancock Short is performing at about 17% of its full potential. 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 Short by adding it to a well-diversified portfolio.
Jhancock Short Fundamentals Growth
Jhancock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jhancock Short, and Jhancock Short 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.
| Total Asset | 74.38 M | ||||
About Jhancock Short Performance
Evaluating Jhancock Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jhancock Short 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 Short 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in a diversified portfolio of bonds. These may include, but are not limited to, corporate bonds and debentures, mortgage-backed and asset-backed securities, and U.S. government and agency securities. The fund may invest up to 35 percent of its net assets in below-investment-grade debt securities rated as low as CC by SP, Ca by Moodys, and C by Fitch, or their unrated equivalents.Things to note about Jhancock Short Duration performance evaluation
Checking the ongoing alerts about Jhancock Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jhancock Short Duration 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 about 97.2% of its assets under management (AUM) in fixed income securities |
- Analyzing Jhancock Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Jhancock Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jhancock Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jhancock Short's mutual fund. These opinions can provide insight into Jhancock Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jhancock Mutual Fund
Jhancock Short 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 Short security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |