Jpmorgan Managed Financials
| JMGIX Fund | USD 10.02 0.00 0.00% |
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 Managed Fund Summary
Jpmorgan Managed competes with Transamerica Emerging, Aqr Equity, Extended Market, T Rowe, and Siit Emerging. 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.Specialization | Ultrashort Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US48121A4159 |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 766 7722 |
| Currency | USD - US Dollar |
Jpmorgan Financial Ratios 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.Jpmorgan Managed Income Systematic Risk
Jpmorgan Managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Managed 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 Managed Income correlated with the market. If Beta is less than 0 Jpmorgan Managed generally moves in the opposite direction as compared to the market. If Jpmorgan Managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Managed Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Managed is generally in the same direction as the market. If Beta > 1 Jpmorgan Managed moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Managed November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Managed Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Managed Income 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 Managed's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.106 | |||
| Information Ratio | (0.92) | |||
| Maximum Drawdown | 0.5039 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.101 |
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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