Jpmorgan International Equity Fund Manager Performance Evaluation
| JSEAX Fund | USD 18.93 0.04 0.21% |
The fund retains a Market Volatility (i.e., Beta) of 0.6, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jpmorgan International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan International is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Jpmorgan International Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.9500 |
Jpmorgan |
Jpmorgan International Relative Risk vs. Return Landscape
If you would invest 2,035 in Jpmorgan International Equity on August 26, 2024 and sell it today you would lose (142.00) from holding Jpmorgan International Equity or give up 6.98% of portfolio value over 90 days. Jpmorgan International Equity is currently producing negative expected returns and takes up 0.9383% volatility of returns over 90 trading days. Put another way, 8% 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 International Current Valuation
Fairly Valued
Today
Please note that Jpmorgan International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan International retains a regular Real Value of $19.17 per share. The prevalent price of the fund is $18.93. We determine the value of Jpmorgan International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan International'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 18.93 | Real 19.17 | Hype 18.93 | Naive 18.55 |
The intrinsic value of Jpmorgan International'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 International'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 International Equity 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 International more accurately as focusing exclusively on Jpmorgan International's fundamentals will not take into account other important factors: Jpmorgan International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan International Equity, and traders can use it to determine the average amount a Jpmorgan International'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 = -0.1139
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JSEAX |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jpmorgan International 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 International by adding Jpmorgan International to a well-diversified portfolio.
Jpmorgan International Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan International, and Jpmorgan International 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 | 16.46 X | ||||
| Price To Book | 1.48 X | ||||
| Price To Sales | 1.44 X | ||||
| Total Asset | 385.71 M | ||||
About Jpmorgan International Performance
Evaluating Jpmorgan International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan International 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 International 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 the value of its assets in equity investments. Assets means net assets, plus the amount of borrowings for investment purposes. It primarily invests in foreign companies of various market capitalizations, including foreign subsidiaries of U.S. companies. The fund may invest in securities across all market capitalizations, although it may invest a significant portion of its assets in companies of any one particular market capitalization category.Things to note about Jpmorgan International performance evaluation
Checking the ongoing alerts about Jpmorgan International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Jpmorgan International retains 97.77% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan International's mutual fund. These opinions can provide insight into Jpmorgan International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan International 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 International security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
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