Jpmorgan Short-intermedia Financials
| STMCX Fund | USD 10.24 0.01 0.1% |
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 Short-intermedia Fund Summary
Jpmorgan Short-intermedia competes with Guidepath(r) Managed, Western Asset, Arrow Managed, Ab Bond, and Ab Bond. The fund invests at least 80 percent of its net assets in municipal bonds, the income from which is exempt from federal income tax. This is a fundamental policy. Up to 25 percent of the its assets may be invested in municipal securities, the interest on which may be subject to the federal alternative minimum tax for individuals. It invests in a portfolio of municipal bonds with an average weighted maturity of one to five years.Specialization | Muni National Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Jpmorgan Trust II |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Muni National Short |
| 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 Short-intermedia's current stock value. Our valuation model uses many indicators to compare Jpmorgan Short-intermedia value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Short-intermedia competition to find correlations between indicators driving Jpmorgan Short-intermedia's intrinsic value. More Info.Jpmorgan Short Intermediate Municipal is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 667.89 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 Short-intermedia's earnings, one of the primary drivers of an investment's value.Jpmorgan Short-intermedia Systematic Risk
Jpmorgan Short-intermedia's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Short-intermedia 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Jpmorgan Short-intermedia correlated with the market. If Beta is less than 0 Jpmorgan Short-intermedia generally moves in the opposite direction as compared to the market. If Jpmorgan Short-intermedia Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Short-intermedia is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Short-intermedia is generally in the same direction as the market. If Beta > 1 Jpmorgan Short-intermedia moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Short-intermedia November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Short-intermedia help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Short Intermediate Municipal. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Short Intermediate Municipal 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 Short-intermedia's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2133 | |||
| Information Ratio | (1.28) | |||
| Maximum Drawdown | 0.5871 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0979 |
Other Information on Investing in JPMORGAN Mutual Fund
Jpmorgan Short-intermedia 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 Short-intermedia security.
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