Jpmorgan Dynamic Financials
| VSCOX Fund | USD 29.00 0.07 0.24% |
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 Dynamic Fund Summary
Jpmorgan Dynamic competes with Vanguard Small-cap, T Rowe, HUMANA, Barloworld, and Morningstar Unconstrained. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index at the time of purchase.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Small Blend |
| 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 Dynamic's current stock value. Our valuation model uses many indicators to compare Jpmorgan Dynamic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Dynamic competition to find correlations between indicators driving Jpmorgan Dynamic's intrinsic value. More Info.Jpmorgan Dynamic Small is presently regarded as number one fund in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Dynamic Small is roughly 7.75 . 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 Dynamic's earnings, one of the primary drivers of an investment's value.Jpmorgan Dynamic Small Systematic Risk
Jpmorgan Dynamic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Dynamic 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Jpmorgan Dynamic Small correlated with the market. If Beta is less than 0 Jpmorgan Dynamic generally moves in the opposite direction as compared to the market. If Jpmorgan Dynamic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Dynamic Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Dynamic is generally in the same direction as the market. If Beta > 1 Jpmorgan Dynamic moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Dynamic November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Dynamic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Dynamic Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Dynamic Small 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 Dynamic's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.01 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 6.91 | |||
| Value At Risk | (1.48) | |||
| Potential Upside | 1.84 |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Dynamic 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 Dynamic security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| 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 |