John Hancock Financial Fund Manager Performance Evaluation
| BTO Fund | USD 34.00 0.31 0.92% |
The fund retains a Market Volatility (i.e., Beta) of 1.13, which attests to a somewhat significant risk relative to the market. John Hancock returns are very sensitive to returns on the market. As the market goes up or down, John Hancock is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days John Hancock Financial has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy basic indicators, John Hancock is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors.
...more1 | John Hancock Financial Opportunities Fund Stock Crosses Above 50 Day Moving Average - Should You Sell - MarketBeat | 08/18/2025 |
2 | John Hancock Financial Opportunities Fund Stock Price Crosses Above Fifty Day Moving Average - Heres Why - MarketBeat | 09/02/2025 |
3 | John Hancock Financial Opportunities Fund Short Interest Down 59.1 percent in August - MarketBeat | 09/08/2025 |
4 | PsiQuantum raises 1bn in funding, including from Nvidias venture capital arm - Data Center Dynamics | 09/15/2025 |
5 | BTO Efficient Portfolio Strategy Makes This A Solid Long-Term Fund - Seeking Alpha | 10/06/2025 |
6 | What hedge fund moves indicate for BTO stock - July 2025 Decliners Weekly Market Pulse Updates - newser.com | 10/20/2025 |
7 | What hedge fund moves indicate for BTO stock - Fed Meeting Low Drawdown Trading Techniques - newser.com | 10/27/2025 |
8 | Price Dynamics and Execution-Aware Positioning - news.stocktradersdaily.com | 11/04/2025 |
| Expense Ratio | 2.0100 |
John |
John Hancock Relative Risk vs. Return Landscape
If you would invest 3,489 in John Hancock Financial on August 12, 2025 and sell it today you would lose (120.00) from holding John Hancock Financial or give up 3.44% of portfolio value over 90 days. John Hancock Financial is generating negative expected returns assuming volatility of 1.2772% on return distribution over 90 days investment horizon. In other words, 11% 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 Financial retains a regular Real Value of $34.0 per share. The prevalent price of the fund is $34.0. We determine the value of John Hancock Financial from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will come together.
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 34.0 | Real 34.0 | Hype 33.65 | Naive 33.47 |
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, news, and other external factors that may influence John Hancock's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of John Hancock Financial 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for John Hancock's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as John Hancock Financial, and traders can use it to determine the average amount a John Hancock's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0365
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BTO |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average John Hancock is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of John Hancock by adding John Hancock to a well-diversified portfolio.
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 | -7.97 | ||||
| Return On Asset | 0.9 | ||||
| Profit Margin | (238.16) % | ||||
| Operating Margin | 51.42 % | ||||
| Current Valuation | 808.68 M | ||||
| Shares Outstanding | 19.17 M | ||||
| Price To Earning | 2.71 X | ||||
| Price To Book | 1.14 X | ||||
| Price To Sales | 32.25 X | ||||
| Revenue | 21.7 M | ||||
| Cash And Equivalents | 834.08 K | ||||
| Cash Per Share | 0.04 X | ||||
| Total Debt | 125 M | ||||
| Debt To Equity | 0.20 % | ||||
| Book Value Per Share | 32.01 X | ||||
| Cash Flow From Operations | 29.11 M | ||||
| Earnings Per Share | 13.50 X | ||||
About John Hancock Performance
By examining John Hancock's fundamental ratios, stakeholders can obtain critical insights into John Hancock's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that John Hancock is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the SP Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.Things to note about John Hancock Financial 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 Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| John Hancock generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Price Dynamics and Execution-Aware Positioning - news.stocktradersdaily.com |
- 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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