Jpmorgan Hedged Equity Fund Price on November 4, 2024
| JHDFX Fund | USD 18.65 0.04 0.21% |
If you're considering investing in JPMorgan Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Jpmorgan Hedged stands at 18.65, as last reported on the 23rd of November, with the highest price reaching 18.65 and the lowest price hitting 18.65 during the day. At this stage we consider JPMorgan Mutual Fund to be very steady. Jpmorgan Hedged Equity holds Efficiency (Sharpe) Ratio of 0.13, which attests that the entity had a 0.13% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Jpmorgan Hedged Equity, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Hedged's Risk Adjusted Performance of 0.0882, downside deviation of 0.6241, and Market Risk Adjusted Performance of (0.62) to validate if the risk estimate we provide is consistent with the expected return of 0.0637%.
JPMorgan Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
JPMorgan |
Sharpe Ratio = 0.126
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | JHDFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Jpmorgan Hedged is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jpmorgan Hedged by adding it to a well-diversified portfolio.
Jpmorgan Hedged Valuation on November 4, 2024
It is possible to determine the worth of Jpmorgan Hedged on a given historical date. On November 4, 2024 JPMorgan was worth 18.32 at the beginning of the trading date compared to the closed value of 18.32. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Jpmorgan Hedged mutual fund. Still, in general, we apply an absolute valuation method to find Jpmorgan Hedged's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Jpmorgan Hedged where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Jpmorgan Hedged's related companies.
| Open | High | Low | Close | Volume | |
| 18.35 | 18.35 | 18.35 | 18.35 | 1.00 | |
11/04/2024 | 18.32 | 18.32 | 18.32 | 18.32 | 1.00 |
| 18.42 | 18.42 | 18.42 | 18.42 | 1.00 |
| Backtest Jpmorgan Hedged | | | Jpmorgan Hedged History | | | Jpmorgan Hedged Valuation | Previous | Next |
Jpmorgan Hedged Trading Date Momentum on November 4, 2024
| On November 05 2024 Jpmorgan Hedged Equity was traded for 18.42 at the closing time. The highest daily price throughout the period was 18.42 and the lowest price was 18.42 . There was no trading activity during the period 1.0. Lack of trading volume on 11/05/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.55% . The trading delta at closing time to current closing price is 2.13% . |
Jpmorgan Hedged Equity Fundamentals Correlations and Trends
By evaluating Jpmorgan Hedged's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Jpmorgan Hedged's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. JPMorgan financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Jpmorgan Hedged Mutual Fund history
Jpmorgan Hedged investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for JPMorgan is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Jpmorgan Hedged Equity will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Jpmorgan Hedged stock prices may prove useful in developing a viable investing in Jpmorgan Hedged
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. Assets means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a PutSpread Collar strategy. The funds investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the SP 500 Index.
Jpmorgan Hedged Mutual Fund Technical Analysis
Jpmorgan Hedged technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Jpmorgan Hedged Period Price Range
Low | November 23, 2024
| High |
0.00 | 0.00 |
Jpmorgan Hedged Equity cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Jpmorgan Hedged November 23, 2024 Market Strength
Market strength indicators help investors to evaluate how Jpmorgan Hedged mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Jpmorgan Hedged shares will generate the highest return on investment. By undertsting and applying Jpmorgan Hedged mutual fund market strength indicators, traders can identify Jpmorgan Hedged Equity entry and exit signals to maximize returns
Jpmorgan Hedged Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Jpmorgan Hedged's price direction in advance. Along with the technical and fundamental analysis of JPMorgan Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of JPMorgan to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0882 | |||
| Jensen Alpha | 0.0627 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.11) | |||
| Treynor Ratio | (0.63) |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in JPMorgan Mutual Fund
Jpmorgan Hedged 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 Hedged security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |