Jpmorgan Smartretirement Income Fund Manager Performance Evaluation
| JSIIX Fund | USD 16.13 0.03 0.19% |
The fund retains a Market Volatility (i.e., Beta) of 0.0113, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Smartretirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Smartretirement is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Smartretirement Income are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Jpmorgan Smartretirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4400 |
Jpmorgan |
Jpmorgan Smartretirement Relative Risk vs. Return Landscape
If you would invest 1,608 in Jpmorgan Smartretirement Income on August 25, 2024 and sell it today you would earn a total of 5.00 from holding Jpmorgan Smartretirement Income or generate 0.31% return on investment over 90 days. Jpmorgan Smartretirement Income is currently producing 0.0053% returns and takes up 0.313% volatility of returns over 90 trading days. Put another way, 2% 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 Smartretirement Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Smartretirement's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Smartretirement retains a regular Real Value of $16.11 per share. The prevalent price of the fund is $16.13. We determine the value of Jpmorgan Smartretirement 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 Smartretirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Smartretirement'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 16.13 | Real 16.11 | Hype 16.1 | Naive 16.0 |
The intrinsic value of Jpmorgan Smartretirement'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 Smartretirement'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 Smartretirement 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 Smartretirement more accurately as focusing exclusively on Jpmorgan Smartretirement's fundamentals will not take into account other important factors: Jpmorgan Smartretirement Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Smartretirement's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Smartretirement Income, and traders can use it to determine the average amount a Jpmorgan Smartretirement'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 = 0.017
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| Negative Returns | JSIIX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Jpmorgan Smartretirement is performing at about 1% 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 Smartretirement by adding it to a well-diversified portfolio.
Jpmorgan Smartretirement Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Smartretirement, and Jpmorgan Smartretirement 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 | 17.26 X | ||||
| Price To Book | 2.02 X | ||||
| Price To Sales | 1.51 X | ||||
| Total Asset | 1.55 B | ||||
About Jpmorgan Smartretirement Performance
Evaluating Jpmorgan Smartretirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Smartretirement 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 Smartretirement 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 is a fund of funds that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.Things to note about Jpmorgan Smartretirement performance evaluation
Checking the ongoing alerts about Jpmorgan Smartretirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Smartretirement 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 11.73% of its assets under management (AUM) in cash |
- Analyzing Jpmorgan Smartretirement'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 Smartretirement's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Smartretirement'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 Smartretirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Smartretirement's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Smartretirement's mutual fund. These opinions can provide insight into Jpmorgan Smartretirement's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement 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 Smartretirement security.
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