Jpmorgan Short Financial Statements From 2010 to 2025
| HLLVX Fund | USD 10.84 0.01 0.09% |
Check Jpmorgan Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jpmorgan Short's main balance sheet or income statement drivers, such as , as well as many indicators such as . Jpmorgan financial statements analysis is a perfect complement when working with Jpmorgan Short Valuation or Volatility modules.
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Jpmorgan Short Duration Mutual Fund One Year Return Analysis
Jpmorgan Short's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Short One Year Return | 5.25 % |
Most of Jpmorgan Short's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan Short Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Jpmorgan Short Duration has an One Year Return of 5.2491%. This is much higher than that of the JPMorgan family and significantly higher than that of the Short-Term Bond category. The one year return for all United States funds is notably lower than that of the firm.
Jpmorgan Short Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Short's current stock value. Our valuation model uses many indicators to compare Jpmorgan Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Short competition to find correlations between indicators driving Jpmorgan Short's intrinsic value. More Info.Jpmorgan Short Duration is one of the top funds in annual yield among similar funds. It is rated # 3 fund in year to date return among similar funds creating about 51.39 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 Jpmorgan Short's earnings, one of the primary drivers of an investment's value.About Jpmorgan Short Financial Statements
Jpmorgan Short investors use historical fundamental indicators, such as Jpmorgan Short's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Jpmorgan Short. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its assets in bonds. It may principally invest in U.S. treasury obligations, U.S. government agency securities, corporate bonds, asset-backed securities, mortgage-backed securities, mortgage-related securities, and structured instruments. The effective average weighted maturity ordinarily will be three years or less.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Short 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 Short security.
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