Jpmorgan International Unconstrained Fund Manager Performance Evaluation

IUESX Fund  USD 31.70  0.19  0.60%   
The fund retains a Market Volatility (i.e., Beta) of 0.76, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jpmorgan International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan International is expected to be smaller as well.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan International Unconstrained are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jpmorgan International may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Expense Ratio Date1st of March 2025
Expense Ratio0.7500
  

Jpmorgan International Relative Risk vs. Return Landscape

If you would invest  2,877  in Jpmorgan International Unconstrained on November 5, 2025 and sell it today you would earn a total of  293.00  from holding Jpmorgan International Unconstrained or generate 10.18% return on investment over 90 days. Jpmorgan International Unconstrained is currently producing 0.1649% returns and takes up 0.7929% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Jpmorgan, and 97% 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 International is expected to generate 1.05 times more return on investment than the market. However, the company is 1.05 times more volatile than its market benchmark. It trades about 0.21 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of risk.

Jpmorgan International Current Valuation

Undervalued
Today
31.70
Please note that Jpmorgan International's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Jpmorgan International retains a regular Real Value of $33.96 per share. The prevalent price of the fund is $31.7. We determine the value of Jpmorgan International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan International'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  31.7 Real  33.96 Hype  31.7 Naive  31.95
The intrinsic value of Jpmorgan International'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 International'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.
33.96
Real Value
34.75
Upside
Estimating the potential upside or downside of Jpmorgan International Unconstrained 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 International more accurately as focusing exclusively on Jpmorgan International's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
29.4330.8032.17
Details
Hype
Prediction
LowEstimatedHigh
30.9131.7032.49
Details
Naive
Forecast
LowNext ValueHigh
31.1631.9532.74
Details
Below is the normalized historical share price chart for Jpmorgan International Unconstrained extending back to May 31, 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 International stands at 31.70, as last reported on the 3rd of February, with the highest price reaching 31.70 and the lowest price hitting 31.70 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Jpmorgan International 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
 31.70 90 days 31.70 
roughly 2.67
Based on a normal probability distribution, the odds of Jpmorgan International to move above the current price in 90 days from now is roughly 2.67 (This Jpmorgan International Unconstrained 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 International has a beta of 0.76. This usually indicates as returns on the market go up, Jpmorgan International average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan International Unconstrained will be expected to be much smaller as well. Additionally Jpmorgan International Unconstrained has an alpha of 0.0843, implying that it can generate a 0.0843 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Jpmorgan International Price Density   
       Price  

Predictive Modules for Jpmorgan International

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 International. 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 International'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
30.9131.7032.49
Details
Intrinsic
Valuation
LowRealHigh
28.5333.9634.75
Details
Naive
Forecast
LowNextHigh
31.1631.9532.74
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
29.4330.8032.17
Details

Jpmorgan International Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan International is not an exception. The market had few large corrections towards the Jpmorgan International'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 International Unconstrained, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan International within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.08
β
Beta against Dow Jones0.76
σ
Overall volatility
1.16
Ir
Information ratio 0.09

Jpmorgan International 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 International for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan International can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains 97.83% of its assets under management (AUM) in equities

Jpmorgan International Fundamentals Growth

Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan International, and Jpmorgan International 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.

About Jpmorgan International Performance

Evaluating Jpmorgan International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan International 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 International 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 primarily invests in the equity securities of foreign companies, including those in emerging markets, and is generally not limited by any particular capitalization, style or sector, and may invest in any foreign country. While the fund is generally not limited within its equity universe, the manager currently intends to focus on investing in mid to large capitalization companies in a diversified group of sectors and foreign countries. Under normal circumstances, the fund will invest at least 80 percent of its assets in equity securities.

Things to note about Jpmorgan International performance evaluation

Checking the ongoing alerts about Jpmorgan International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains 97.83% of its assets under management (AUM) in equities
Evaluating Jpmorgan International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Jpmorgan International's mutual fund performance include:
  • Analyzing Jpmorgan International'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 International's stock is overvalued or undervalued compared to its peers.
  • Examining Jpmorgan International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Jpmorgan International's mutual fund. These opinions can provide insight into Jpmorgan International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Jpmorgan International's mutual fund performance is not an exact science, and many factors can impact Jpmorgan International'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 International 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 International security.
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