Jpmorgan Hedged Financial Statements From 2010 to 2024
| JHTRX Fund | USD 19.69 0.04 0.20% |
Check Jpmorgan Hedged financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jpmorgan Hedged'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 Hedged Valuation or Volatility modules.
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Jpmorgan Hedged Equity Mutual Fund One Year Return Analysis
Jpmorgan Hedged'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 Hedged One Year Return | 5.51 % |
Most of Jpmorgan Hedged'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 Hedged Equity 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 Hedged Equity has an One Year Return of 5.51%. This is much higher than that of the JPMorgan family and significantly higher than that of the Options Trading category. The one year return for all United States funds is notably lower than that of the firm.
Jpmorgan Hedged Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Hedged's current stock value. Our valuation model uses many indicators to compare Jpmorgan Hedged value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Hedged competition to find correlations between indicators driving Jpmorgan Hedged's intrinsic value. More Info.Jpmorgan Hedged Equity is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 568.04 of One Year 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 Hedged's earnings, one of the primary drivers of an investment's value.About Jpmorgan Hedged Financial Statements
Jpmorgan Hedged investors use historical fundamental indicators, such as Jpmorgan Hedged'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 Hedged. 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 equity securities. Assets means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a PutSpread Collar strategy. The funds investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the SP 500 Index.
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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 Hedged 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 Hedged security.
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