Jpmorgan Core Financials
| JCBQX Fund | USD 10.28 0.04 0.39% |
Jpmorgan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jpmorgan Core Fund Summary
Jpmorgan Core competes with Scharf Global, Rbc Global, Commonwealth Global, Barings Global, and Artisan Global. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80 percent of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.Specialization | Intermediate Core Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Jpmorgan Trust II |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Jpmorgan Core Key Financial Ratios
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Core's current stock value. Our valuation model uses many indicators to compare Jpmorgan Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Core competition to find correlations between indicators driving Jpmorgan Core's intrinsic value. More Info.Jpmorgan E Bond 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 976.76 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 Core's earnings, one of the primary drivers of an investment's value.Jpmorgan E Bond Systematic Risk
Jpmorgan Core's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Core volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Jpmorgan E Bond correlated with the market. If Beta is less than 0 Jpmorgan Core generally moves in the opposite direction as compared to the market. If Jpmorgan Core Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan E Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Core is generally in the same direction as the market. If Beta > 1 Jpmorgan Core moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Core November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Core help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan E Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan E Bond based on widely used predictive technical indicators. In general, we focus on analyzing Jpmorgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jpmorgan Core's daily price indicators and compare them against related drivers.
| Information Ratio | (0.48) | |||
| Maximum Drawdown | 1.37 | |||
| Value At Risk | (0.59) | |||
| Potential Upside | 0.4822 |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Core 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 Core security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |