Classic Value Financials
| JCVIX Fund | USD 24.84 0.11 0.44% |
Classic |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Classic Value Fund Summary
Classic Value competes with Lebenthal Lisanti, Nuveen Nwq, Guidemark Smallmid, Sp Smallcap, and Eagle Small. The fund normally invests at least 80 percent of its net assets in domestic equity securities. The manager seeks to identify companies that the advisor believes are currently undervalued relative to the market, based on estimated future earnings and cash flow. These companies generally have market values at valuation ratios, such as price to book, below the market average defined by the SP 500 Index. It may also invest up to 20 percent of its net assets in securities of foreign issuers that are not publicly traded in the United States, including depositary receipts.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4099027561 |
| Business Address | John Hancock Capital |
| Mutual Fund Family | John Hancock |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 972 8696 |
| Currency | USD - US Dollar |
Classic Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Classic Value's current stock value. Our valuation model uses many indicators to compare Classic Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Classic Value competition to find correlations between indicators driving Classic Value's intrinsic value. More Info.Classic Value Fund is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.48 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Classic Value Fund is roughly 2.10 . 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 Classic Value's earnings, one of the primary drivers of an investment's value.Classic Value Systematic Risk
Classic Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Classic Value volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was nine with a total number of output elements of fifty-two. The Beta measures systematic risk based on how returns on Classic Value correlated with the market. If Beta is less than 0 Classic Value generally moves in the opposite direction as compared to the market. If Classic Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Classic Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Classic Value is generally in the same direction as the market. If Beta > 1 Classic Value moves generally in the same direction as, but more than the movement of the benchmark.
Classic Value July 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Classic Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Classic Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Classic Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Classic Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Classic Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9392 | |||
| Information Ratio | 7.0E-4 | |||
| Maximum Drawdown | 5.49 | |||
| Value At Risk | (1.55) | |||
| Potential Upside | 1.92 |
Other Information on Investing in Classic Mutual Fund
Classic Value financial ratios help investors to determine whether Classic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Classic with respect to the benefits of owning Classic Value security.
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