Jpmorgan Managed Financial Statements From 2010 to 2024
| JMGIX Fund | USD 10.02 0.00 0.00% |
Check Jpmorgan Managed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jpmorgan Managed'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 Managed Valuation or Volatility modules.
Jpmorgan |
Jpmorgan Managed Income Mutual Fund Year To Date Return Analysis
Jpmorgan Managed's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
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YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Managed Year To Date Return | 4.75 % |
Most of Jpmorgan Managed's fundamental indicators, such as Year To Date 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 Managed Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Jpmorgan Managed Income has a Year To Date Return of 4.7488%. This is much higher than that of the JPMorgan family and significantly higher than that of the Ultrashort Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Jpmorgan Managed Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Managed's current stock value. Our valuation model uses many indicators to compare Jpmorgan Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Managed competition to find correlations between indicators driving Jpmorgan Managed's intrinsic value. More Info.Jpmorgan Managed Income is rated third overall fund in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 15,829 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 Managed's earnings, one of the primary drivers of an investment's value.About Jpmorgan Managed Financial Statements
Jpmorgan Managed investors use historical fundamental indicators, such as Jpmorgan Managed'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 Managed. Please read more on our technical analysis and fundamental analysis pages.
The fund mainly invests in investment grade, U.S. dollar denominated short-term fixed and floating rate debt securities. The adviser will concentrate its investments in the banking industry. Therefore, under normal conditions, the fund will invest more than 25 percent of its assets in securities issued by companies in the banking industry. The fund may, however, invest less than 25 percent of its assets in this industry as a temporary defensive measure.
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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 Managed 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 Managed security.
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