J Hancock Ii Fund Manager Performance Evaluation

JRETX Fund  USD 15.06  0.05  0.33%   
The entity retains a Market Volatility (i.e., Beta) of 0.55, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, J Hancock's returns are expected to increase less than the market. However, during the bear market, the loss of holding J Hancock is expected to be smaller as well.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in J Hancock Ii are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, J Hancock may actually be approaching a critical reversion point that can send shares even higher in August 2025.
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Expense Ratio0.6300
  

J Hancock Relative Risk vs. Return Landscape

If you would invest  1,336  in J Hancock Ii on April 26, 2025 and sell it today you would earn a total of  170.00  from holding J Hancock Ii or generate 12.72% return on investment over 90 days. J Hancock Ii is currently producing 0.1984% returns and takes up 0.6232% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than JRETX, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon J Hancock is expected to generate 0.79 times more return on investment than the market. However, the company is 1.26 times less risky than the market. It trades about 0.32 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.22 per unit of risk.

J Hancock Current Valuation

Undervalued
Today
15.06
Please note that J Hancock's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. J Hancock Ii retains a regular Real Value of $16.17 per share. The prevalent price of the fund is $15.06. We determine the value of J Hancock Ii from analyzing 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, sooner or later, mutual fund prices and their ongoing real values will come together.
Since J Hancock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of JRETX Mutual Fund. However, J Hancock'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  15.06 Real  16.17 Hype  15.06 Naive  14.97
The intrinsic value of J Hancock'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 J Hancock'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.
16.17
Real Value
16.79
Upside
Estimating the potential upside or downside of J Hancock Ii helps investors to forecast how JRETX 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 J Hancock more accurately as focusing exclusively on J Hancock's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.4214.7915.17
Details
Hype
Prediction
LowEstimatedHigh
14.4415.0615.68
Details
Naive
Forecast
LowNext ValueHigh
14.3514.9715.59
Details

J Hancock Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for J Hancock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as J Hancock Ii, and traders can use it to determine the average amount a J Hancock'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 = 0.3184

Best PortfolioBest Equity
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Estimated Market Risk

 0.62
  actual daily
5
95% of assets are more volatile

Expected Return

 0.2
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.32
  actual daily
25
75% of assets perform better
Based on monthly moving average J Hancock is performing at about 25% 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 J Hancock by adding it to a well-diversified portfolio.

J Hancock Fundamentals Growth

JRETX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of J Hancock, and J Hancock 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 JRETX Mutual Fund performance.
Total Asset176.97 M

About J Hancock Performance

Evaluating J Hancock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if J Hancock 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 J Hancock 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 substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2060. John Hancock is traded on NASDAQ Exchange in the United States.

Things to note about J Hancock Ii performance evaluation

Checking the ongoing alerts about J Hancock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for J Hancock Ii 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 90.53% of its assets under management (AUM) in equities
Evaluating J Hancock's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate J Hancock's mutual fund performance include:
  • Analyzing J Hancock'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 J Hancock's stock is overvalued or undervalued compared to its peers.
  • Examining J Hancock'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 J Hancock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of J Hancock's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of J Hancock's mutual fund. These opinions can provide insight into J Hancock's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating J Hancock's mutual fund performance is not an exact science, and many factors can impact J Hancock's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in JRETX Mutual Fund

J Hancock financial ratios help investors to determine whether JRETX 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 JRETX with respect to the benefits of owning J Hancock security.
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