Jpmorgan Preferred And Fund Manager Performance Evaluation
| JPDIX Fund | USD 9.97 0.01 0.10% |
The fund retains a Market Volatility (i.e., Beta) of 0.0439, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Preferred's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Preferred 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 Preferred And are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Jpmorgan Preferred is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Fund Files JPM converts 4 funds Franklin plots tender offer fund - Citywire | 02/18/2026 |
Jpmorgan |
Jpmorgan Preferred Relative Risk vs. Return Landscape
If you would invest 971.00 in Jpmorgan Preferred And on November 25, 2025 and sell it today you would earn a total of 26.00 from holding Jpmorgan Preferred And or generate 2.68% return on investment over 90 days. Jpmorgan Preferred And is currently producing 0.0442% returns and takes up 0.1554% 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 |
Jpmorgan Preferred Current Valuation
Overvalued
Today
Please note that Jpmorgan Preferred's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is overvalued. Jpmorgan Preferred And retains a regular Real Value of $9.2 per share. The prevalent price of the fund is $9.97. Our model calculates the value of Jpmorgan Preferred And from evaluating the entity technical indicators and probability of bankruptcy. In general, investors 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 Preferred is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Preferred'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 9.97 | Real 9.2 | Hype 10.55 | Naive 10.01 |
The intrinsic value of Jpmorgan Preferred'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 Preferred'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 Preferred And 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 Preferred more accurately as focusing exclusively on Jpmorgan Preferred's fundamentals will not take into account other important factors: Jpmorgan Preferred 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 |
| 9.97 | 90 days | 9.97 | under 4 |
Based on a normal probability distribution, the odds of Jpmorgan Preferred to move above the current price in 90 days from now is under 4 (This Jpmorgan Preferred And probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Jpmorgan Preferred Price Density |
| Price |
Predictive Modules for Jpmorgan Preferred
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 Preferred And. 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 Preferred Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan Preferred is not an exception. The market had few large corrections towards the Jpmorgan Preferred'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 Preferred And, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan Preferred within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.08 | |
Ir | Information ratio | -0.27 |
Jpmorgan Preferred 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 Preferred for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan Preferred And 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: Fund Files JPM converts 4 funds Franklin plots tender offer fund - Citywire | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Jpmorgan Preferred Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Preferred, and Jpmorgan Preferred 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 Preferred Performance
Evaluating Jpmorgan Preferred's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Preferred 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 Preferred 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 invests at least 80 percent of its assets in preferred and debt securities issued by U.S. and non-U.S. issuers and obligors, including traditional preferred securities, hybrid preferred securities that have investment and economic characteristics of both preferred stock and debt securities, floating rate preferred securities, corporate debt securities, convertible securities, CoCos, and securities of other open-end or ETFs that invest primarily in preferred andor debt securities.Things to note about Jpmorgan Preferred And performance evaluation
Checking the ongoing alerts about Jpmorgan Preferred for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Preferred And 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: Fund Files JPM converts 4 funds Franklin plots tender offer fund - Citywire | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Jpmorgan Preferred'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 Preferred's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Preferred'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 Preferred's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Preferred's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Preferred's mutual fund. These opinions can provide insight into Jpmorgan Preferred's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Preferred 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 Preferred security.
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