Income Allocation Financials
| JIAIX Fund | USD 9.42 0.02 0.21% |
Income |
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.
Income Allocation Fund Summary
Income Allocation competes with Regional Bank, Regional Bank, Multimanager Lifestyle, Multimanager Lifestyle, and Multimanager Lifestyle. The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities. The fund invests in debt and equity securities, as well as derivative instruments, in the U.S. and developed and emerging markets throughout the world. The fund may invest in individual fixed-income securities to the fullest extent permissible.Specialization | null, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US47805A8403 |
| Business Address | John Hancock Funds |
| Mutual Fund Family | John Hancock |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 888 972 8696 |
| Currency | USD - US Dollar |
Income Allocation Key Financial Ratios
Income Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Income Allocation's current stock value. Our valuation model uses many indicators to compare Income Allocation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Income Allocation competition to find correlations between indicators driving Income Allocation's intrinsic value. More Info.Income Allocation Fund is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 116.06 of Year To Date Return per Annual Yield. 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 Income Allocation's earnings, one of the primary drivers of an investment's value.Income Allocation Systematic Risk
Income Allocation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Income Allocation 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Income Allocation correlated with the market. If Beta is less than 0 Income Allocation generally moves in the opposite direction as compared to the market. If Income Allocation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Income Allocation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Income Allocation is generally in the same direction as the market. If Beta > 1 Income Allocation moves generally in the same direction as, but more than the movement of the benchmark.
Income Allocation July 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Income Allocation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Income Allocation Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Income Allocation Fund based on widely used predictive technical indicators. In general, we focus on analyzing Income Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Income Allocation's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3266 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 1.55 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.6601 |
Other Information on Investing in Income Mutual Fund
Income Allocation financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Allocation security.
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