JBOIX Three Year Return

JBOIX -  USA Fund  

USD 10.19  0.02  0.20%

John Hancock ESG 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 JBOIX Mutual Fund. This fundamental analysis module provides a way for investors to measures John Hancock's intrinsic value by examining all of its available economic and financial indicators and drivers, 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 mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

JBOIX Three Year Return 

 
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JBOIX Three Year Return Analysis

John Hancock's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current John Hancock Three Year Return

    
  3.79 %  
Most of John Hancock's fundamental indicators, such as Three Year 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 ESG is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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John Hancock Three Year Return Component Assessment

Based on the latest financial disclosure, John Hancock ESG has a Three Year Return of 3.79%. This is 34.4% higher than that of the John Hancock family and significantly higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.

JBOIX Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses John Hancock's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of John Hancock could also be used in its relative valuation, which is a method of valuing John Hancock by comparing valuation metrics of similar companies.
John Hancock is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for John Hancock

The fund consists of 94.88% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
 Value 
      Instrument Type 

JBOIX Fundamentals

About John Hancock Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze John Hancock ESG'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 ESG based on its fundamental data. In general, a quantitative approach, as applied to this mutual 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.
The investment seeks total return consisting of income and capital appreciation consistent with preservation of capital and maintenance of liquidity. John Hancock is traded on NASDAQ Exchange in the United States.

John Hancock Investors Sentiment

The influence of John Hancock's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in JBOIX. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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.

Current Sentiment - JBOIX

John Hancock ESG Investor Sentiment

Macroaxis portfolio users are indifferent in their judgment towards investing in John Hancock ESG. What is your judgment towards investing in John Hancock ESG? Are you bullish or bearish?
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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as John Hancock ESG using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please see John Hancock Piotroski F Score and John Hancock Altman Z Score analysis. Note that the John Hancock ESG information on this page should be used as a complementary analysis to other John Hancock's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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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 John Hancock value 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.