Jpmorgan Value Financials
| JVACX Fund | USD 43.91 0.06 0.14% |
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 Value Fund Summary
Jpmorgan Value competes with Dodge Cox, American Mutual, American Funds, American Funds, and American Mutual. The fund will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts . It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4812A26113 |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Value's current stock value. Our valuation model uses many indicators to compare Jpmorgan Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Value competition to find correlations between indicators driving Jpmorgan Value's intrinsic value. More Info.Jpmorgan Value Advantage is rated third overall fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Value Advantage is roughly 10.21 . 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 Value's earnings, one of the primary drivers of an investment's value.Jpmorgan Value Advantage Systematic Risk
Jpmorgan Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Value 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 Value Advantage correlated with the market. If Beta is less than 0 Jpmorgan Value generally moves in the opposite direction as compared to the market. If Jpmorgan Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Value Advantage is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Value is generally in the same direction as the market. If Beta > 1 Jpmorgan Value moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Value November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Value Advantage. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Value Advantage 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 Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5676 | |||
| Information Ratio | 0.0027 | |||
| Maximum Drawdown | 4.4 | |||
| Value At Risk | (0.88) | |||
| Potential Upside | 0.9697 |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Value 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 Value security.
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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |