Jpmorgan Disciplined Equity Manager Performance
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Jpmorgan Disciplined are completely uncorrelated.
Risk-Adjusted Performance
Weakest
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Over the last 90 days Jpmorgan Disciplined Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Jpmorgan Disciplined is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 19.01 | |
| Fifty Two Week High | 29.11 | |
| Annual Report Expense Ratio | 0.44% |
Jpmorgan |
Jpmorgan Disciplined Relative Risk vs. Return Landscape
If you would invest (100.00) in Jpmorgan Disciplined Equity on October 2, 2025 and sell it today you would earn a total of 100.00 from holding Jpmorgan Disciplined Equity or generate -100.0% return on investment over 90 days. Jpmorgan Disciplined Equity is currently producing negative expected returns and takes up 0.0% 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 Disciplined Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Disciplined's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Disciplined Equity, and traders can use it to determine the average amount a Jpmorgan Disciplined'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 = 0.0
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Based on monthly moving average Jpmorgan Disciplined is not performing at its full potential. However, 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 Disciplined by adding Jpmorgan Disciplined to a well-diversified portfolio.
Jpmorgan Disciplined Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Disciplined, and Jpmorgan Disciplined 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.
| Price To Earning | 18.70 X | |||
| Price To Book | 2.52 X | |||
| Price To Sales | 1.75 X | |||
| Total Asset | 4.26 B | |||
Things to note about Jpmorgan Disciplined performance evaluation
Checking the ongoing alerts about Jpmorgan Disciplined for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Disciplined help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan Disciplined is not yet fully synchronised with the market data | |
| Jpmorgan Disciplined has some characteristics of a very speculative penny stock | |
| Jpmorgan Disciplined has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 99.14% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Disciplined'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 Disciplined's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Disciplined'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 Disciplined's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Disciplined's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Disciplined's mutual fund. These opinions can provide insight into Jpmorgan Disciplined's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Other Consideration for investing in Jpmorgan Mutual Fund
If you are still planning to invest in Jpmorgan Disciplined check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Jpmorgan Disciplined's history and understand the potential risks before investing.
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