John Hancock Financial Statements From 2010 to 2024

JDIUX Fund  USD 15.48  0.11  0.72%   
John Hancock financial statements provide useful quarterly and yearly information to potential John Hancock Disciplined investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on John Hancock financial statements helps investors assess John Hancock's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting John Hancock's valuation are summarized below:
John Hancock Disciplined does not presently have any fundamental trends for analysis.
Check John Hancock financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among John main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . John financial statements analysis is a perfect complement when working with John Hancock Valuation or Volatility modules.
  
This module can also supplement various John Hancock Technical models . Check out the analysis of John Hancock Correlation against competitors.

John Year To Date Return Analysis

John Hancock's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current John Hancock Year To Date Return

    
  5.57 %  
Most of John Hancock's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, John Hancock Disciplined is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

John Hancock Year To Date Return Component Assessment

According to the company's disclosures, John Hancock Disciplined has a Year To Date Return of 5.5708%. This is much higher than that of the John Hancock family and significantly higher than that of the Foreign Large Value category. The year to date return for all United States funds is notably lower than that of the firm.

John Hancock Disciplined Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining John Hancock's current stock value. Our valuation model uses many indicators to compare John Hancock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across John Hancock competition to find correlations between indicators driving John Hancock's intrinsic value. More Info.
John Hancock Disciplined is currently considered the top fund in cash position weight among similar funds. It is currently considered the top fund in one year return among similar funds reporting about  4.64  of One Year Return per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value John Hancock by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for John Hancock's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the John Hancock's earnings, one of the primary drivers of an investment's value.

About John Hancock Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include John Hancock income statement, its balance sheet, and the statement of cash flows. John Hancock investors use historical funamental indicators, such as John Hancock's revenue or net income, to determine how well the company is positioned to perform in the future. Although John Hancock investors may use each financial statement separately, they are all related. The changes in John Hancock's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on John Hancock's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on John Hancock Financial Statements. Understanding these patterns can help to make the right decision on long term investment in John Hancock. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in a portfolio of equity and equity-related securities issued by non-U.S. companies of any capitalization size. It may invest in all types of equity and equity-related securities, including, without limitation, exchange-traded and over-the-counter common and preferred stocks, warrants, options, rights, convertible securities, sponsored and unsponsored depositary receipts and shares, trust certificates, participatory notes, limited partnership interests, shares of other investment companies, real estate investment trusts , and equity participations.
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.

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Check out the analysis of John Hancock Correlation against competitors.
You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

Complementary Tools for John Mutual Fund analysis

When running John Hancock's price analysis, check to measure John Hancock'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 John Hancock is operating at the current time. Most of John Hancock's value examination focuses on studying past and present price action to predict the probability of John Hancock's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move John Hancock's price. Additionally, you may evaluate how the addition of John Hancock to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between John Hancock's value and its price as these two are different measures arrived at by different means. Investors typically determine if John Hancock is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, John Hancock'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.