John Hancock Competition
John Hancock Disciplined competes with Old Westbury, Hartford Moderate, T Rowe, Alternative Asset, and Jhancock Disciplined; as well as few others. The fund is listed under Foreign Large Value category and is part of John Hancock family. Analyzing John Hancock 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 John Hancock to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
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 John Hancock competition on your existing holdings.
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of John Hancock'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.
John Hancock Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between John Hancock 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 John 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 John Hancock Disciplined does not affect the price movement of the other competitor.
OWLSX | HBARX | TADGX | JAAIX | JDVNX | LMUSX | ||
OWLSX | 0.97 | 0.99 | 0.97 | 0.96 | 0.98 | OWLSX | |
HBARX | 0.97 | 0.97 | 0.99 | 0.99 | 0.98 | HBARX | |
TADGX | 0.99 | 0.97 | 0.97 | 0.97 | 0.97 | TADGX | |
JAAIX | 0.97 | 0.99 | 0.97 | 0.99 | 0.99 | JAAIX | |
JDVNX | 0.96 | 0.99 | 0.97 | 0.99 | 0.98 | JDVNX | |
LMUSX | 0.98 | 0.98 | 0.97 | 0.99 | 0.98 | LMUSX | |
OWLSX | HBARX | TADGX | JAAIX | JDVNX | LMUSX |
Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
Risk-Adjusted Indicators
There is a big difference between John Mutual Fund performing well and John Hancock 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 John Hancock'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.Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
---|---|---|---|---|---|---|---|---|---|---|
OWLSX | 0.52 | 0.02 | 0.03 | 0.15 | 0.33 | 1.16 | 2.85 | |||
HBARX | 0.33 | 0.08 | (0.11) | (12.86) | 0.21 | 0.78 | 2.08 | |||
TADGX | 0.39 | 0.01 | (0.01) | 0.14 | 0.22 | 0.93 | 2.18 | |||
JAAIX | 0.14 | 0.04 | (0.41) | (1.04) | 0.00 | 0.33 | 0.86 | |||
JDVNX | 0.41 | 0.17 | 0.08 | (17.07) | 0.12 | 0.98 | 2.57 | |||
LMUSX | 0.53 | 0.19 | 0.08 | (2.31) | 0.26 | 1.27 | 3.21 |
John Hancock Competitive Analysis
The better you understand John Hancock competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, John Hancock'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 John Hancock'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 |
John Hancock Competition Performance Charts
Five steps to successful analysis of John Hancock Competition
John Hancock'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 John Hancock Disciplined in relation to its competition. John Hancock's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of John Hancock 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 John Hancock's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to John Hancock Disciplined, 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.
Complement your John Hancock position
In addition to having John Hancock 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?
Run Electronics Thematic Idea Now
Electronics
Companies manufacturing electronic appliances and goods. The Electronics 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 Electronics Theme or any other thematic opportunities.
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Check out John Hancock Correlation with its peers.You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
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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