John Hancock Financial Fund Ten Year Return
| BTO Fund | USD 27.56 0.16 0.58% |
John Hancock Financial fundamentals help investors to digest information that contributes to John Hancock's financial success or failures. It also enables traders to predict the movement of John Fund. The fundamental analysis module provides a way to measure John Hancock's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to John Hancock fund.
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John Hancock Financial Fund Ten Year Return Analysis
John Hancock's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, John Hancock Financial has a Ten Year Return of 0.0%. This indicator is about the same for the Financial Services average (which is currently at 0.0) family and about the same as Asset Management (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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John Fundamentals
| Return On Equity | -7.97 | |||
| Return On Asset | 0.9 | |||
| Profit Margin | (238.16) % | |||
| Operating Margin | 51.42 % | |||
| Current Valuation | 808.68 M | |||
| Shares Outstanding | 19.17 M | |||
| Shares Owned By Insiders | 0.04 % | |||
| Shares Owned By Institutions | 20.80 % | |||
| Number Of Shares Shorted | 12.55 K | |||
| Price To Earning | 2.71 X | |||
| Price To Book | 1.14 X | |||
| Price To Sales | 32.25 X | |||
| Revenue | 21.7 M | |||
| Gross Profit | 21.3 M | |||
| Net Income | (51.69 M) | |||
| Cash And Equivalents | 834.08 K | |||
| Cash Per Share | 0.04 X | |||
| Total Debt | 125 M | |||
| Debt To Equity | 0.20 % | |||
| Current Ratio | 0.06 X | |||
| Book Value Per Share | 32.01 X | |||
| Cash Flow From Operations | 29.11 M | |||
| Short Ratio | 0.32 X | |||
| Earnings Per Share | 13.50 X | |||
| Number Of Employees | 20 | |||
| Beta | 1.5 | |||
| Market Capitalization | 761.01 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 2.53 % | |||
| One Year Return | 27.13 % | |||
| Three Year Return | (1.79) % | |||
| Five Year Return | 4.25 % | |||
| Last Dividend Paid | 2.6 |
About John Hancock Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze John Hancock Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of John Hancock using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of John Hancock Financial based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards John Hancock in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, John Hancock's short interest history, or implied volatility extrapolated from John Hancock options trading.
Pair Trading with John Hancock
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if John Hancock position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in John Hancock will appreciate offsetting losses from the drop in the long position's value.Moving against John Fund
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The ability to find closely correlated positions to John Hancock could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace John Hancock when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back John Hancock - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling John Hancock Financial to buy it.
The correlation of John Hancock is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as John Hancock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if John Hancock Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for John Hancock can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in John Hancock Financial. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.