Jpmorgan Hedged Financials
| JHDRX Fund | USD 18.63 0.03 0.16% |
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 Hedged Fund Summary
Jpmorgan Hedged competes with Jhancock Diversified, Evaluator Conservative, Huber Capital, Calvert Conservative, and American Funds. 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.Specialization | Options Trading, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | JPMorgan Trust IV |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Options Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Jpmorgan Hedged Key Financial Ratios
Jpmorgan Financial Ratios 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 net asset among similar funds making up about 440,286,546,019 of Net Asset 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.Jpmorgan Hedged Equity Systematic Risk
Jpmorgan Hedged's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Hedged 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Jpmorgan Hedged Equity correlated with the market. If Beta is less than 0 Jpmorgan Hedged generally moves in the opposite direction as compared to the market. If Jpmorgan Hedged Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Hedged Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Hedged is generally in the same direction as the market. If Beta > 1 Jpmorgan Hedged moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Hedged November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Hedged help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Hedged Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Hedged Equity 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 Hedged's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6071 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 2.89 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 0.7986 |
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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