Lifestyle Competition

Mutual Funds . USA . 
Fund . LIFESTYLE II AGGRESSIVE
JIIOX Fund  USD 11.45  0.02  0.17%   
Lifestyle Ii Aggressive competes with Alcoa Corp, Barloworld, Morningstar Unconstrained, Via Renewables, and Knife River; as well as few others. The fund is listed under Allocation--85%+ Equity category and is part of John Hancock family. Analyzing Lifestyle competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Lifestyle to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Lifestyle Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Lifestyle competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Lifestyle's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Lifestyle in the context of predictive analytics.
Hype
Prediction
LowEstimatedHigh
10.6411.4512.26
Details
Intrinsic
Valuation
LowRealHigh
10.5211.3312.14
Details
Naive
Forecast
LowNextHigh
10.6811.4912.30
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.4811.0511.62
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Lifestyle. Your research has to be compared to or analyzed against Lifestyle's peers to derive any actionable benefits. When done correctly, Lifestyle's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Lifestyle Ii Aggressive.

Lifestyle Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Lifestyle and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Lifestyle and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Lifestyle Ii Aggressive does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.72
AA
TTNDF
+ 0.7
MSTSX
AMPL
+ 0.58
VIASP
TTNDF
+ 0.53
AA
KNF
+ 0.53
VIASP
BRRAY
+ 0.52
AA
  
High negative correlations   
AMPL
- 0.53
AA
KNF
- 0.5
BRRAY
TTNDF
- 0.41
AMPL
AMPL
- 0.29
MSTSX
KNF
- 0.2
AA
AMPL
- 0.15
BRRAY

Risk-Adjusted Indicators

There is a big difference between Lifestyle Mutual Fund performing well and Lifestyle Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Lifestyle's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Lifestyle Competitive Analysis

The better you understand Lifestyle competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Lifestyle's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Lifestyle's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
JIIOXAABRRAYMSTSXVIASPKNFAMPLTTNDF
 0.17 
 11.45 
Lifestyle
 0.80 
 26.09 
Alcoa
 9.05 
 3.82 
Barloworld
 0.30 
 10.12 
Morningstar
 0.78 
 19.29 
Via
 2.76 
 59.15 
Knife
 4.13 
 1.16 
AMPL
 1.47 
 10.35 
Techtronic
Market Volatility
(90 Days Market Risk)
Very steady
Not too volatile
Somewhat reliable
Very steady
Very steady
Very steady
Extremely risky
Somewhat reliable
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Insignificant
OK
Modest
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Very Small
Below Average
Very Low
Very Small
Above Average
Very Small
Very Low
Very Small
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Over Valued
Under Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Hold
Strong Buy
Not Available
Not Available
Strong Buy
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Hold
Hold
Strong Hold
Sell
Strong Buy
Strong Sell
Strong Sell
Current Ratio
N/A
1.81 X
1.49 X
N/A
3.49 X
N/A
N/A
1.41 X
Net Asset
328.54 M
14.78 B
54.41 B
116.1 M
355.28 M
2.51 B
N/A
13.01 B
Profit Margin
N/A
(0.08) %
0.05 %
N/A
0.0094 %
0.05 %
N/A
0.08 %
EBITDA
N/A
2.14 B
2.77 B
N/A
33.09 M
278.28 M
N/A
1.65 B
Price To Book
2.06 X
1.49 X
0.99 X
N/A
N/A
N/A
N/A
4.60 X
Operating Margin
N/A
(0.0381) %
0.10 %
N/A
(0.14) %
0.09 %
N/A
0.09 %
Current Valuation
N/A
7.2 B
1.11 B
N/A
535.95 M
3.78 B
N/A
24.63 B
Five Year Return
8.13 %
N/A
3.98 %
7.04 %
8.97 %
N/A
N/A
1.25 %
Retained Earnings
N/A
(570 M)
13.37 B
N/A
N/A
494.66 M
N/A
1.73 B
Current Asset
N/A
2.57 B
25.84 B
N/A
N/A
N/A
N/A
3.21 B
One Year Return
8.61 %
N/A
N/A
10.97 %
N/A
N/A
N/A
N/A
Beta
N/A
2.46
0.63
N/A
1.16
N/A
N/A
1.44
Cash Position Weight
1.93 %
N/A
N/A
14.28 %
N/A
N/A
N/A
N/A
Equity Positions Weight
95.65 %
N/A
N/A
61.63 %
N/A
N/A
N/A
N/A
Number Of Employees
1
13.1 K
36
1
169
3.8 K
N/A
47.57 K
Shares Outstanding
N/A
178.47 M
185.7 M
N/A
N/A
56.57 M
N/A
1.83 B
Three Year Return
4.75 %
N/A
N/A
5.06 %
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
822 M
1.89 B
N/A
12.7 M
207.44 M
N/A
(100.94 M)
Annual Yield
0.0166 %
0.0152 %
0.05 %
0.0107 %
0.1 %
N/A
N/A
0.0189 %
Total Debt
N/A
1.81 B
8.64 B
N/A
135 M
925.29 M
N/A
1.03 B
Return On Equity
N/A
-0.15
0.0588
N/A
0.017
N/A
N/A
0.25
Bond Positions Weight
0.58 %
N/A
N/A
22.72 %
N/A
N/A
N/A
N/A
Z Score
N/A
3.01
N/A
N/A
1.0
3.83
N/A
15.4
Holdings Turnover
N/A
N/A
N/A
269.00 %
N/A
N/A
N/A
N/A
Return On Asset
N/A
-0.0138
0.047
N/A
-0.11
N/A
N/A
0.0601
Number Of Shares Shorted
N/A
13.27 M
N/A
N/A
4.29 K
1.27 M
N/A
N/A
Book Value Per Share
N/A
25.26 X
99.76 X
N/A
3.66 X
19.36 X
N/A
2.75 X
Current Liabilities
N/A
2.4 B
13.9 B
N/A
N/A
N/A
N/A
2.24 B
Total Asset
434.43 M
14.78 B
54.41 B
215.11 M
355.28 M
2.51 B
N/A
13.01 B
Last Dividend Paid
0.17
0.4
4.6
N/A
0.73
N/A
N/A
0.25
Debt To Equity
N/A
0.26 %
0.68 %
N/A
0.69 %
N/A
N/A
0.78 %
Short Ratio
N/A
2.16 X
N/A
N/A
0.70 X
2.47 X
N/A
N/A
Target Price
N/A
28.5
7.68
N/A
N/A
62.67
N/A
N/A
Shares Owned By Institutions
N/A
85.29 %
N/A
N/A
N/A
24.43 %
N/A
43.28 %
Market Capitalization
N/A
4.69 B
955.54 M
50.36 M
N/A
2.97 B
N/A
25.52 B
Price To Earning
17.54 X
9.32 X
9.18 X
N/A
26.83 X
N/A
N/A
27.03 X
Price To Earnings To Growth
N/A
(0.29) X
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
1.43 X
0.58 X
0.0285 X
N/A
N/A
N/A
N/A
1.62 X
Net Income
N/A
59 M
2.04 B
N/A
5.2 M
116.22 M
N/A
1.1 B
Earnings Per Share
N/A
(4.99) X
0.35 X
N/A
1.17 X
1.58 X
N/A
0.63 X
Shares Owned By Insiders
N/A
0.64 %
N/A
N/A
N/A
N/A
N/A
25.20 %
Year To Date Return
9.72 %
N/A
N/A
11.66 %
N/A
N/A
N/A
N/A
Revenue
N/A
12.45 B
39.38 B
N/A
393.49 M
2.53 B
N/A
13.2 B
Working Capital
N/A
2.25 B
11.95 B
N/A
N/A
527.69 M
N/A
978 M
Cash And Equivalents
N/A
1.36 B
5.11 B
N/A
51.31 M
10.09 M
N/A
1.67 B
Cash Per Share
N/A
8.09 X
25.52 X
N/A
3.23 X
N/A
N/A
0.91 X
Gross Profit
N/A
2.31 B
5.12 B
N/A
74.67 M
N/A
N/A
5.12 B
Coefficient Of Variation
2224.36
(4,019)
(907.40)
2303.42
1575.5
607.25
1850.28
2164.25
Mean Deviation
0.6359
2.38
0.5018
0.5859
1.47
1.8
3.57
0.736
Jensen Alpha
0.0107
(0.13)
(0.19)
0.0075
0.112
0.3582
0.3078
0.081
Total Risk Alpha
0.0091
(0.16)
(0.22)
0.0067
0.0734
0.3342
0.1678
0.0367
Sortino Ratio
0.0126
N/A
N/A
0.0089
0.0461
0.1462
0.0467
0.0209
Downside Variance
0.6256
N/A
N/A
0.5071
4.66
6.38
33.14
8.44
Standard Deviation
0.8171
3.17
1.57
0.7625
1.99
2.4
5.47
1.89
Kurtosis
0.616
0.5271
22.66
0.5658
1.37
1.62
5.6
17.85
Potential Upside
1.28
5.36
N/A
1.24
3.51
3.54
7.44
1.47
Treynor Ratio
0.028
(0.034684)
(1.36)
0.0248
0.4596
0.2326
(0.21)
(0.36)
Maximum Drawdown
3.01
15.99
12.6
2.86
10.06
13.91
38.99
13.57
Variance
0.6677
10.07
2.48
0.5815
3.95
5.78
29.88
3.58
Market Risk Adjusted Performance
0.038
(0.024684)
(1.35)
0.0348
0.4696
0.2426
(0.20)
(0.35)
Risk Adjusted Performance
0.0354
(0.011799)
(0.08)
0.0336
0.0554
0.1348
0.0506
0.0418
Skewness
0.3351
0.1092
(3.16)
0.4299
(0.48)
(0.22)
0.7384
3.08
Semi Deviation
0.7171
N/A
N/A
0.6443
2.02
2.11
4.91
0.9644
Information Ratio
0.0122
(0.033311)
(0.13)
0.0084
0.05
0.1536
0.0492
0.0321
Value At Risk
(1.36)
(5.16)
(0.23)
(1.26)
(3.89)
(3.93)
(10.69)
(2.84)
Expected Short fall
(0.71)
N/A
N/A
(0.68)
(1.47)
(1.89)
(4.09)
(3.56)
Downside Deviation
0.7909
N/A
N/A
0.7121
2.16
2.53
5.76
2.91
Semi Variance
0.5142
N/A
N/A
0.4151
4.08
4.44
24.07
0.93

Lifestyle Competition Performance Charts

Five steps to successful analysis of Lifestyle Competition

Lifestyle's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Lifestyle Ii Aggressive in relation to its competition. Lifestyle's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Lifestyle in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Lifestyle's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Lifestyle Ii Aggressive, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Lifestyle position

In addition to having Lifestyle in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

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Plastics
Plastics Theme
Companies manufacturing rubber and plastics accessories. The Plastics theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Plastics Theme or any other thematic opportunities.
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Check out Lifestyle Correlation with its peers.
You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.

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When running Lifestyle's price analysis, check to measure Lifestyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lifestyle is operating at the current time. Most of Lifestyle's value examination focuses on studying past and present price action to predict the probability of Lifestyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lifestyle's price. Additionally, you may evaluate how the addition of Lifestyle to your portfolios can decrease your overall portfolio volatility.
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Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Lifestyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lifestyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lifestyle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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