Jpmorgan Managed Income Fund Manager Performance Evaluation
| JMGIX Fund | USD 10.02 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.0052, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jpmorgan Managed are expected to decrease at a much lower rate. During the bear market, Jpmorgan Managed is likely to outperform the market.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Managed Income are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Jpmorgan Managed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of July 2019 | |
| Expense Ratio | 0.2500 |
Jpmorgan |
Jpmorgan Managed Relative Risk vs. Return Landscape
If you would invest 991.00 in Jpmorgan Managed Income on August 28, 2024 and sell it today you would earn a total of 11.00 from holding Jpmorgan Managed Income or generate 1.11% return on investment over 90 days. Jpmorgan Managed Income is currently producing 0.0176% returns and takes up 0.1012% volatility of returns over 90 trading days. Put another way, 0% 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 |
Jpmorgan Managed Current Valuation
Overvalued
Today
Please note that Jpmorgan Managed's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jpmorgan Managed Income retains a regular Real Value of $9.21 per share. The prevalent price of the fund is $10.02. We determine the value of Jpmorgan Managed Income 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 Managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Managed'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 10.02 | Real 9.21 | Hype 10.02 |
The intrinsic value of Jpmorgan Managed'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 Managed'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.
Estimating the potential upside or downside of Jpmorgan Managed Income 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 Managed more accurately as focusing exclusively on Jpmorgan Managed's fundamentals will not take into account other important factors: Jpmorgan Managed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Managed Income, and traders can use it to determine the average amount a Jpmorgan Managed'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 = 0.1737
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| JMGIX |
Based on monthly moving average Jpmorgan Managed is performing at about 13% 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 Managed by adding it to a well-diversified portfolio.
Jpmorgan Managed Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Managed, and Jpmorgan Managed 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 Asset | 10.58 B | ||||
About Jpmorgan Managed Performance
Evaluating Jpmorgan Managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Managed 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 Managed 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 investment grade, U.S. dollar denominated short-term fixed and floating rate debt securities. The adviser will concentrate its investments in the banking industry. Therefore, under normal conditions, the fund will invest more than 25 percent of its assets in securities issued by companies in the banking industry. The fund may, however, invest less than 25 percent of its assets in this industry as a temporary defensive measure.Things to note about Jpmorgan Managed Income performance evaluation
Checking the ongoing alerts about Jpmorgan Managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Managed Income 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 about 56.03% of its assets under management (AUM) in cash |
- Analyzing Jpmorgan Managed'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 Managed's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Managed'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 Managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Managed's mutual fund. These opinions can provide insight into Jpmorgan Managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Managed 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 Managed security.
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