Jpmorgan Income Financials
| JMSFX Fund | USD 8.51 0.01 0.12% |
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 Income Fund Summary
Jpmorgan Income competes with Pimco Income, HUMANA, Barloworld, Morningstar Unconstrained, and Thrivent High. The fund invests primarily in U.S. dollar denominated securities, although the fund may also invest in non-dollar denominated securities. Although it has the flexibility to invest above 65 percent of its total assets in investments that are rated below investment grade or the unrated equivalent to take advantage of market opportunities, under normal market conditions the fund invests at least 35 percent of its total assets in investments that, at the time of purchase, are rated investment grade or the unrated equivalent.Specialization | Multisector Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Multisector Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Jpmorgan Income Key Financial Ratios
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Income's current stock value. Our valuation model uses many indicators to compare Jpmorgan Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Income competition to find correlations between indicators driving Jpmorgan Income's intrinsic value. More Info.Jpmorgan Income Fund 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 126.19 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 Income's earnings, one of the primary drivers of an investment's value.Jpmorgan Income Systematic Risk
Jpmorgan Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Income 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Jpmorgan Income correlated with the market. If Beta is less than 0 Jpmorgan Income generally moves in the opposite direction as compared to the market. If Jpmorgan Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Income is generally in the same direction as the market. If Beta > 1 Jpmorgan Income moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Income November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Income Fund 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 Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1439 | |||
| Information Ratio | (0.81) | |||
| Maximum Drawdown | 0.8233 | |||
| Value At Risk | (0.12) | |||
| Potential Upside | 0.2358 |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Income 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 Income security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |