Jpmorgan Floating Financial Statements From 2010 to 2024
| JPHCX Fund | USD 8.49 0.04 0.47% |
Check Jpmorgan Floating financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jpmorgan Floating'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 Floating Valuation or Volatility modules.
JPMORGAN |
Jpmorgan Floating Rate Mutual Fund Year To Date Return Analysis
Jpmorgan Floating'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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Floating Year To Date Return | 6.56 % |
Most of Jpmorgan Floating'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 Floating Rate 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.
| Competition |
According to the company's disclosures, Jpmorgan Floating Rate has a Year To Date Return of 6.5569%. This is much higher than that of the JPMorgan family and significantly higher than that of the Bank Loan category. The year to date return for all United States funds is notably lower than that of the firm.
Jpmorgan Floating Rate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Floating's current stock value. Our valuation model uses many indicators to compare Jpmorgan Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Floating competition to find correlations between indicators driving Jpmorgan Floating's intrinsic value. More Info.Jpmorgan Floating Rate is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 90.82 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 Floating's earnings, one of the primary drivers of an investment's value.About Jpmorgan Floating Financial Statements
Jpmorgan Floating investors use historical fundamental indicators, such as Jpmorgan Floating'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 Floating. Please read more on our technical analysis and fundamental analysis pages.
The fund invests mainly in floating rate debt instruments issued by corporations. It normally invests at least 80 percent of its assets in floating rate instruments including Loans, convertible securities, corporate bonds, preferred shares and other floating rate debt instruments. The fund may invest up to 100 percent of its total assets in below investment grade securities or unrated securities that the adviser deems to be of equivalent quality. Up to 20 percent of the funds total assets may be invested in non-U.S. dollar denominated securities in foreign and emerging markets.
Also Currently Popular
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 Floating 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 Floating security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |