Jpmorgan Smartretirement Competition

JIYBX Fund

USD 19.05 0.01 0.05%

Jpmorgan Smartretirement competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement; as well as few others. The fund is listed under Target-Date Retirement category and is part of JPMorgan family. Analyzing Jpmorgan Smartretirement competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Jpmorgan Smartretirement to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Jpmorgan Smartretirement Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Jpmorgan Smartretirement competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
18.72	19.05	19.38

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Intrinsic

Valuation

Low	Real	High
18.68	19.01	19.34

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Naive

Forecast

Low	Next	High
18.68	19.02	19.35

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
18.81	18.96	19.12

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Jpmorgan Smartretirement. Your research has to be compared to or analyzed against Jpmorgan Smartretirement's peers to derive any actionable benefits. When done correctly, Jpmorgan Smartretirement's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Jpmorgan Smartretirement.

Jpmorgan Smartretirement Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Jpmorgan Smartretirement and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Jpmorgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Jpmorgan Smartretirement does not affect the price movement of the other competitor.

	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	SRJCX	SRJAX	OSGCX	OSGIX
SRJIX		1.0	1.0	1.0	1.0	1.0	0.88	1.0	0.61	0.71	SRJIX
SRJQX	1.0		1.0	1.0	1.0	1.0	0.88	1.0	0.6	0.7	SRJQX
SRJPX	1.0	1.0		1.0	1.0	1.0	0.88	1.0	0.6	0.69	SRJPX
SRJSX	1.0	1.0	1.0		1.0	1.0	0.88	1.0	0.6	0.7	SRJSX
SRJYX	1.0	1.0	1.0	1.0		1.0	0.88	1.0	0.61	0.71	SRJYX
SRJZX	1.0	1.0	1.0	1.0	1.0		0.88	1.0	0.59	0.68	SRJZX
SRJCX	0.88	0.88	0.88	0.88	0.88	0.88		0.88	0.64	0.62	SRJCX
SRJAX	1.0	1.0	1.0	1.0	1.0	1.0	0.88		0.6	0.69	SRJAX
OSGCX	0.61	0.6	0.6	0.6	0.61	0.59	0.64	0.6		0.91	OSGCX
OSGIX	0.71	0.7	0.69	0.7	0.71	0.68	0.62	0.69	0.91		OSGIX
	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	SRJCX	SRJAX	OSGCX	OSGIX

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Risk-Adjusted Indicators

There is a big difference between Jpmorgan Mutual Fund performing well and Jpmorgan Smartretirement Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Jpmorgan Smartretirement's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SRJIX	0.39	(0.04)	(0.18)	0.04	0.49	(0.41)	0.86	(0.80)	2.35
SRJQX	0.39	(0.04)	(0.18)	0.04	0.48	(0.41)	0.90	(0.80)	2.40
SRJPX	0.39	(0.04)	(0.19)	0.04	0.49	(0.41)	0.87	(0.81)	2.39
SRJSX	0.39	(0.04)	(0.19)	0.04	0.48	(0.41)	0.86	(0.80)	2.35
SRJYX	0.40	(0.04)	(0.18)	0.04	0.49	(0.42)	0.86	(0.80)	2.39
SRJZX	0.39	(0.04)	(0.19)	0.04	0.48	(0.41)	0.87	(0.77)	2.44
SRJCX	0.40	0.03	(0.17)	6.45	0.48	(0.44)	0.88	(0.82)	2.48
SRJAX	0.39	(0.04)	(0.19)	0.04	0.48	(0.42)	0.86	(0.81)	2.38
OSGCX	0.91	0.13	0.02	0.81	1.05	(0.99)	2.01	(1.81)	6.63
OSGIX	0.75	0.07	0.08	0.18	0.77	(0.81)	1.58	(1.74)	5.03

Unable to evaluate fundamental data of [SRJIX, SRJQX, SRJPX, SRJSX, SRJYX, SRJZX, SRJCX, SRJAX, OSGCX, OSGIX] at this time. Please try again later

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Jpmorgan Smartretirement Competitive Analysis

The better you understand Jpmorgan Smartretirement competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jpmorgan Smartretirement's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Jpmorgan Smartretirement's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

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	JIYBX	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	SRJCX	SRJAX	OSGCX
	0.05 19.05 Jpmorgan	0.05 21.25 Jpmorgan	0.05 21.22 Jpmorgan	0.05 20.85 Jpmorgan	0.05 21.20 Jpmorgan	0.05 21.27 Jpmorgan	0.05 20.83 Jpmorgan	0.05 20.61 Jpmorgan	0.05 21.00 Jpmorgan	0.27 11.03 Jpmorgan
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile
Market Performance (90 Days Performance)	Modest	Modest	Modest	Modest	Modest	Modest	Modest	Modest	Modest	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Buy	Strong Hold	Hold
Net Asset	396.17 M	6.65 B	6.65 B	6.65 B	3.89 B	6.65 B	6.65 B	3.89 B	3.89 B	4.03 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	500	N/A
Price To Book	1.96	2.0	N/A	N/A	2.0	N/A	2.0	1.97	2.0	3.19
Five Year Return	4.55	8.36	8.2	7.93	8.2	8.48	7.42	7.38	8.02	6.82
One Year Return	14.65	20.4	20.22	19.92	20.24	20.56	19.3	19.9	19.98	35.54
Last Dividend Paid	0.12	0.06	0.04	0.04	0.05	0.07	0.02	0.01	0.04	N/A
Price To Earning	17.16	17.2	N/A	N/A	17.2	N/A	17.2	16.97	17.2	24.7
Price To Sales	1.39	1.49	N/A	N/A	1.49	N/A	1.49	1.47	1.49	1.39
Cash Position Weight	11.39	6.44	6.44	6.44	6.44	6.44	6.44	6.44	4.28	0.83
Equity Positions Weight	39.55	71.64	71.64	71.64	71.64	71.64	71.64	71.64	70.01	99.17
Three Year Return	2.03	3.76	3.61	3.35	3.61	3.88	2.53	3.05	3.43	-3.61
Annual Yield	0.0303	0.0207	0.0176	0.0172	0.0193	0.0216	0.0153	0.0125	0.0178	N/A
Year To Date Return	9.35	14.05	13.88	13.66	13.89	14.15	12.55	13.81	13.67	21.27
Bond Positions Weight	4.79	2.07	2.07	2.07	2.07	2.07	2.07	2.07	25.1	N/A
Ten Year Return	N/A	8.67	8.61	8.33	8.52	8.71	8.07	7.7	8.39	14.34
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	19.05	21.25	21.22	20.85	21.2	21.27	20.83	20.61	21.0	11.03
Period Momentum Indicator	(0.01)	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	(0.03)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	19.05	21.25	21.22	20.85	21.2	21.27	20.83	20.61	21.0	11.03
Price Action Indicator	(0.01)	0.005	0.005	0.005	0.005	0.005	0.005	0.005	0.005	(0.01)
Coefficient Of Variation	1813.02	1655.97	1660.23	1745.14	1679.56	1627.57	1779.37	1472.9	1715.94	781.62
Mean Deviation	0.2581	0.3922	0.3928	0.3915	0.3923	0.3956	0.3896	0.4045	0.3918	0.9114
Jensen Alpha	(0.02)	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)	0.0253	(0.04)	0.1263
Total Risk Alpha	(0.04)	(0.06)	(0.06)	(0.06)	(0.06)	(0.06)	(0.06)	(0.06)	(0.06)	(0.04)
Sortino Ratio	(0.31)	(0.18)	(0.18)	(0.19)	(0.19)	(0.18)	(0.19)	(0.17)	(0.19)	0.0237
Downside Variance	0.128	0.2866	0.2851	0.2869	0.2729	0.3036	0.2815	0.2911	0.285	1.52
Standard Deviation	0.3286	0.5104	0.5126	0.5089	0.5062	0.5133	0.5059	0.5275	0.5096	1.23
Kurtosis	0.0207	0.4126	0.3995	0.4552	0.3102	0.3894	0.3964	0.3776	0.413	1.97
Potential Upside	0.5333	0.8559	0.9005	0.8679	0.8576	0.8555	0.8687	0.8815	0.8617	2.01
Treynor Ratio	0.0294	0.0402	0.0403	0.0372	0.0388	0.0409	0.0358	6.45	0.0379	0.814
Maximum Drawdown	1.48	2.35	2.4	2.39	2.35	2.39	2.44	2.48	2.38	6.63
Variance	0.108	0.2605	0.2627	0.259	0.2563	0.2634	0.256	0.2782	0.2597	1.52
Market Risk Adjusted Performance	0.0394	0.0502	0.0503	0.0472	0.0488	0.0509	0.0458	6.46	0.0479	0.824
Risk Adjusted Performance	0.0289	0.0412	0.0411	0.0388	0.0404	0.0421	0.0378	0.0474	0.0395	0.1016
Skewness	(0.06)	(0.27)	(0.20)	(0.27)	(0.25)	(0.31)	(0.23)	(0.13)	(0.24)	0.3474
Semi Deviation	0.2764	0.4861	0.4846	0.4881	0.4827	0.4916	0.4837	0.4763	0.4771	1.05
Information Ratio	(0.34)	(0.19)	(0.19)	(0.20)	(0.19)	(0.19)	(0.20)	(0.18)	(0.19)	0.0237
Value At Risk	(0.58)	(0.80)	(0.80)	(0.81)	(0.80)	(0.80)	(0.77)	(0.82)	(0.81)	(1.81)
Expected Short fall	(0.30)	(0.41)	(0.41)	(0.41)	(0.41)	(0.42)	(0.41)	(0.44)	(0.42)	(0.99)
Downside Deviation	0.3577	0.5354	0.5339	0.5356	0.5224	0.551	0.5306	0.5395	0.5338	1.23
Semi Variance	0.0764	0.2363	0.2348	0.2383	0.233	0.2416	0.234	0.2268	0.2276	1.1

Jpmorgan Smartretirement Competition Performance Charts

Five steps to successful analysis of Jpmorgan Smartretirement Competition

Jpmorgan Smartretirement's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Jpmorgan Smartretirement in relation to its competition. Jpmorgan Smartretirement's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Jpmorgan Smartretirement in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Jpmorgan Smartretirement's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Jpmorgan Smartretirement, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Jpmorgan Smartretirement position

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Companies across muliple sectors and different technology products and services that are engaged in some capacity with blockchain technolgoy or evolution of cryptocurrency. The Blockchain theme has 42 constituents at this time.

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Jpmorgan Smartretirement financial ratios help investors to determine whether Jpmorgan 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 Jpmorgan with respect to the benefits of owning Jpmorgan Smartretirement security.

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Jpmorgan Smartretirement Competition

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Jpmorgan Smartretirement Competition Correlation Matrix

Risk-Adjusted Indicators

Jpmorgan Smartretirement Competitive Analysis

Jpmorgan Smartretirement Competition Performance Charts

Five steps to successful analysis of Jpmorgan Smartretirement Competition

Complement your Jpmorgan Smartretirement position

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Run Blockchain Thematic Idea Now

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