Jpmorgan Mid Cap Fund Manager Performance Evaluation
| JMVPX Fund | USD 30.79 0.03 0.1% |
The fund retains a Market Volatility (i.e., Beta) of 1.76, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jpmorgan Mid will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Mid Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jpmorgan Mid showed solid returns over the last few months and may actually be approaching a breakup point.
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Jpmorgan |
Jpmorgan Mid Relative Risk vs. Return Landscape
If you would invest 2,298 in Jpmorgan Mid Cap on October 28, 2025 and sell it today you would earn a total of 781.00 from holding Jpmorgan Mid Cap or generate 33.99% return on investment over 90 days. Jpmorgan Mid Cap is currently producing 0.5301% returns and takes up 3.694% volatility of returns over 90 trading days. Put another way, 33% of traded mutual funds are less volatile than Jpmorgan, and 90% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Mid Current Valuation
Undervalued
Today
Please note that Jpmorgan Mid's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Jpmorgan Mid Cap retains a regular Real Value of $32.34 per share. The prevalent price of the fund is $30.79. We determine the value of Jpmorgan Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Mid'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 30.79 | Real 32.34 | Hype 30.79 | Naive 32.11 |
The intrinsic value of Jpmorgan Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Jpmorgan Mid's fundamentals will not take into account other important factors: Jpmorgan Mid 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 30.79 | 90 days | 30.79 | about 10.39 |
Based on a normal probability distribution, the odds of Jpmorgan Mid to move above the current price in 90 days from now is about 10.39 (This Jpmorgan Mid Cap 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 the mutual fund has the beta coefficient of 1.76 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Jpmorgan Mid will likely underperform. Additionally Jpmorgan Mid Cap has an alpha of 0.3584, implying that it can generate a 0.36 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Jpmorgan Mid Price Density |
| Price |
Predictive Modules for Jpmorgan Mid
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 Mid Cap. 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.Jpmorgan Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan Mid is not an exception. The market had few large corrections towards the Jpmorgan Mid'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 Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.36 | |
β | Beta against Dow Jones | 1.76 | |
σ | Overall volatility | 3.66 | |
Ir | Information ratio | 0.11 |
Jpmorgan Mid 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 Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Jpmorgan Mid Cap appears to be risky and price may revert if volatility continues | |
| The fund retains 96.88% of its assets under management (AUM) in equities |
Jpmorgan Mid Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Mid, and Jpmorgan Mid 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 | 66.99 M | |||
About Jpmorgan Mid Performance
Evaluating Jpmorgan Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Mid 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 Mid 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of mid cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap Value Index at the time of purchase.Things to note about Jpmorgan Mid Cap performance evaluation
Checking the ongoing alerts about Jpmorgan Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan Mid Cap appears to be risky and price may revert if volatility continues | |
| The fund retains 96.88% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Mid's mutual fund. These opinions can provide insight into Jpmorgan Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Mid 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 Mid security.
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