John Hancock Tax Fund Manager Performance Evaluation
| HTD Fund | USD 24.51 0.28 1.16% |
The fund retains a Market Volatility (i.e., Beta) of 0.37, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, John Hancock's returns are expected to increase less than the market. However, during the bear market, the loss of holding John Hancock is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days John Hancock Tax has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound basic indicators, John Hancock is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...moreJohn |
John Hancock Relative Risk vs. Return Landscape
If you would invest 2,442 in John Hancock Tax on October 31, 2025 and sell it today you would earn a total of 9.00 from holding John Hancock Tax or generate 0.37% return on investment over 90 days. John Hancock Tax is generating 0.0094% of daily returns assuming volatility of 0.828% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than John, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
John Hancock Current Valuation
Fairly Valued
Today
Please note that John Hancock's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. John Hancock Tax retains a regular Real Value of $24.37 per share. The prevalent price of the fund is $24.51. We determine the value of John Hancock Tax from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will come together.
The fair value of the John fund is determined by what a typical buyer is willing to pay for full or partial control of John Hancock Tax. Since John Hancock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of John Fund. However, John Hancock's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 24.51 | Real 24.37 | Hype 24.51 | Naive 24.28 |
The real value of John Fund, also known as its intrinsic value, is the underlying worth of John Hancock Tax Fund, which is reflected in its stock price. It is based on John Hancock's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of John Hancock's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of John Hancock Tax helps investors to forecast how John fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of John Hancock more accurately as focusing exclusively on John Hancock's fundamentals will not take into account other important factors: John Hancock Target Price Odds to finish over Current Price
The tendency of John Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 24.51 | 90 days | 24.51 | about 7.51 |
Based on a normal probability distribution, the odds of John Hancock to move above the current price in 90 days from now is about 7.51 (This John Hancock Tax probability density function shows the probability of John Fund to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon John Hancock has a beta of 0.37. This usually indicates as returns on the market go up, John Hancock average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding John Hancock Tax will be expected to be much smaller as well. Additionally John Hancock Tax has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. John Hancock Price Density |
| Price |
Predictive Modules for John Hancock
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as John Hancock Tax. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. John Hancock is not an exception. The market had few large corrections towards the John Hancock's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold John Hancock Tax, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of John Hancock within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.37 | |
σ | Overall volatility | 0.41 | |
Ir | Information ratio | -0.06 |
John Hancock Fundamentals Growth
John Fund prices reflect investors' perceptions of the future prospects and financial health of John Hancock, and John Hancock fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on John Fund performance.
| Return On Equity | 7.61 | |||
| Return On Asset | 2.21 | |||
| Profit Margin | 118.95 % | |||
| Operating Margin | 81.90 % | |||
| Current Valuation | 1.19 B | |||
| Shares Outstanding | 35.41 M | |||
| Price To Earning | 11.81 X | |||
| Price To Book | 1.08 X | |||
| Price To Sales | 14.49 X | |||
| Revenue | 56.91 M | |||
| Cash And Equivalents | 198 | |||
| Total Debt | 418.9 M | |||
| Debt To Equity | 0.47 % | |||
| Book Value Per Share | 21.65 X | |||
| Cash Flow From Operations | 58.46 M | |||
| Earnings Per Share | (3.53) X | |||
About John Hancock Performance
By analyzing John Hancock's fundamental ratios, stakeholders can gain valuable insights into John Hancock's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if John Hancock has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if John Hancock has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. John Hancock Tax-Advantaged Dividend Income Fund was formed on February 27, 2004 and is domiciled in the United States. John Hancock operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about John Hancock Tax performance evaluation
Checking the ongoing alerts about John Hancock for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for John Hancock Tax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating John Hancock's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate John Hancock's fund performance include:- Analyzing John Hancock's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether John Hancock's stock is overvalued or undervalued compared to its peers.
- Examining John Hancock's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating John Hancock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of John Hancock's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of John Hancock's fund. These opinions can provide insight into John Hancock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in John Fund
John Hancock financial ratios help investors to determine whether John 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 John with respect to the benefits of owning John Hancock security.
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