Jpmorgan Value Active Etf Performance
| JAVA Etf | 27.71 0.60 2.12% |
The etf retains a Market Volatility (i.e., Beta) of 0.65, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, JPMorgan Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Value is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Value Active are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, JPMorgan Value is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Price Dynamics and Execution-Aware Positioning - news.stocktradersdaily.com | 11/06/2025 |
2 | Noteworthy ETF Inflows JAVA, PM, EOG, HUM - Nasdaq | 12/02/2025 |
3 | JPMorgan Announces Final Cash Distributions for the JPMorgan ETFs - The Globe and Mail | 12/31/2025 |
4 | JAVA, WDC, HUM, EOG ETF Outflow Alert - Nasdaq | 01/02/2026 |
JPMorgan |
JPMorgan Value Relative Risk vs. Return Landscape
If you would invest 2,632 in JPMorgan Value Active on October 23, 2025 and sell it today you would earn a total of 139.00 from holding JPMorgan Value Active or generate 5.28% return on investment over 90 days. JPMorgan Value Active is generating 0.0878% of daily returns and assumes 0.8327% volatility on return distribution over the 90 days horizon. Simply put, 7% of etfs are less volatile than JPMorgan, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
JPMorgan Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Value's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Value Active, and traders can use it to determine the average amount a JPMorgan Value's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1054
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| Cash | JAVA | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average JPMorgan Value is performing at about 8% 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 Value by adding it to a well-diversified portfolio.
About JPMorgan Value Performance
By examining JPMorgan Value's fundamental ratios, stakeholders can obtain critical insights into JPMorgan Value's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that JPMorgan Value is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
JPMorgan Value is entity of Canada. It is traded as Etf on TO exchange.| Latest headline from news.google.com: JAVA, WDC, HUM, EOG ETF Outflow Alert - Nasdaq |
Other Information on Investing in JPMorgan Etf
JPMorgan Value financial ratios help investors to determine whether JPMorgan Etf 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 Value security.