Jpmorgan Porate Bond Fund Manager Performance Evaluation

CBFSX Fund  USD 8.58  0.03  0.35%   
The fund retains a Market Volatility (i.e., Beta) of 0.0667, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Corporate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Corporate is expected to be smaller as well.

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Porate Bond are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Corporate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Boaz Weinstein Is Hunting Blue Owls Funds - The Wall Street Journal
02/20/2026
Expense Ratio Date1st of July 2025
Expense Ratio0.5000
  

Jpmorgan Corporate Relative Risk vs. Return Landscape

If you would invest  850.00  in Jpmorgan Porate Bond on November 29, 2025 and sell it today you would earn a total of  8.00  from holding Jpmorgan Porate Bond or generate 0.94% return on investment over 90 days. Jpmorgan Porate Bond is currently producing 0.0158% returns and takes up 0.2093% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Jpmorgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Jpmorgan Corporate is expected to generate 4.99 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.59 times less risky than the market. It trades about 0.08 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

Jpmorgan Corporate Current Valuation

Overvalued
Today
8.58
Please note that Jpmorgan Corporate's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jpmorgan Porate Bond retains a regular Real Value of $7.88 per share. The prevalent price of the fund is $8.58. We determine the value of Jpmorgan Porate Bond from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Jpmorgan Corporate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Corporate's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  8.58 Real  7.88 Hype  8.58 Naive  8.58
The intrinsic value of Jpmorgan Corporate's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jpmorgan Corporate's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
7.88
Real Value
9.44
Upside
Estimating the potential upside or downside of Jpmorgan Porate Bond helps investors to forecast how Jpmorgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jpmorgan Corporate more accurately as focusing exclusively on Jpmorgan Corporate's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
7.468.598.65
Details
Hype
Prediction
LowEstimatedHigh
8.378.588.79
Details
Naive
Forecast
LowNext ValueHigh
8.388.588.79
Details
Below is the normalized historical share price chart for Jpmorgan Porate Bond extending back to March 28, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Jpmorgan Corporate stands at 8.58, as last reported on the 27th of February, with the highest price reaching 8.58 and the lowest price hitting 8.58 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Jpmorgan Corporate Target Price Odds to finish over Current Price

The tendency of Jpmorgan Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 8.58 90 days 8.58 
nearly 4.88
Based on a normal probability distribution, the odds of Jpmorgan Corporate to move above the current price in 90 days from now is nearly 4.88 (This Jpmorgan Porate Bond probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Jpmorgan Corporate has a beta of 0.0667 suggesting as returns on the market go up, Jpmorgan Corporate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Porate Bond will be expected to be much smaller as well. Additionally Jpmorgan Porate Bond has an alpha of 0.0131, implying that it can generate a 0.0131 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Jpmorgan Corporate Price Density   
       Price  

Predictive Modules for Jpmorgan Corporate

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Jpmorgan Porate Bond. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Jpmorgan Corporate's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
8.378.588.79
Details
Intrinsic
Valuation
LowRealHigh
7.677.889.44
Details
Naive
Forecast
LowNextHigh
8.388.588.79
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
7.468.598.65
Details

Jpmorgan Corporate Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan Corporate is not an exception. The market had few large corrections towards the Jpmorgan Corporate's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Jpmorgan Porate Bond, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan Corporate within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.01
β
Beta against Dow Jones0.07
σ
Overall volatility
0.05
Ir
Information ratio -0.44

Jpmorgan Corporate Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Jpmorgan Corporate for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan Porate Bond can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Boaz Weinstein Is Hunting Blue Owls Funds - The Wall Street Journal
The fund holds about 89.26% of its assets under management (AUM) in fixed income securities

Jpmorgan Corporate Fundamentals Growth

Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Corporate, and Jpmorgan Corporate fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jpmorgan Mutual Fund performance.
Total Asset128.18 M

About Jpmorgan Corporate Performance

Evaluating Jpmorgan Corporate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Corporate has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Jpmorgan Corporate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund mainly invests in corporate bonds that are rated investment grade by a nationally recognized statistical rating organization or in securities that are unrated but are deemed by the funds adviser to be of comparable quality. The fund may invest in U.S. dollar-denominated securities of foreign issuers.

Things to note about Jpmorgan Porate Bond performance evaluation

Checking the ongoing alerts about Jpmorgan Corporate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Porate Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Boaz Weinstein Is Hunting Blue Owls Funds - The Wall Street Journal
The fund holds about 89.26% of its assets under management (AUM) in fixed income securities
Evaluating Jpmorgan Corporate's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Jpmorgan Corporate's mutual fund performance include:
  • Analyzing Jpmorgan Corporate's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jpmorgan Corporate's stock is overvalued or undervalued compared to its peers.
  • Examining Jpmorgan Corporate's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Jpmorgan Corporate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Corporate's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Jpmorgan Corporate's mutual fund. These opinions can provide insight into Jpmorgan Corporate's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Jpmorgan Corporate's mutual fund performance is not an exact science, and many factors can impact Jpmorgan Corporate's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Corporate 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 Corporate security.
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