Jpmorgan Smartretirement 2030 Fund Manager Performance Evaluation
| JSMCX Fund | USD 19.77 0.02 0.10% |
The fund retains a Market Volatility (i.e., Beta) of 0.46, which attests to possible diversification benefits within a given portfolio. 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
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Smartretirement 2030 are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Jpmorgan Smartretirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | 01/08/2026 |
| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 1.3500 |
Jpmorgan |
Jpmorgan Smartretirement Relative Risk vs. Return Landscape
If you would invest 1,899 in Jpmorgan Smartretirement 2030 on October 28, 2025 and sell it today you would earn a total of 78.00 from holding Jpmorgan Smartretirement 2030 or generate 4.11% return on investment over 90 days. Jpmorgan Smartretirement 2030 is currently producing 0.0675% returns and takes up 0.5487% volatility of returns over 90 trading days. Put another way, 4% 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 $19.6 per share. The prevalent price of the fund is $19.77. 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 19.77 | Real 19.6 | Hype 19.77 | Naive 19.76 |
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 2030 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 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 |
| 19.77 | 90 days | 19.77 | about 6.53 |
Based on a normal probability distribution, the odds of Jpmorgan Smartretirement to move above the current price in 90 days from now is about 6.53 (This Jpmorgan Smartretirement 2030 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 Jpmorgan Smartretirement has a beta of 0.46. This indicates as returns on the market go up, Jpmorgan Smartretirement average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Smartretirement 2030 will be expected to be much smaller as well. Additionally Jpmorgan Smartretirement 2030 has an alpha of 0.0355, implying that it can generate a 0.0355 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Jpmorgan Smartretirement Price Density |
| Price |
Predictive Modules for Jpmorgan Smartretirement
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 Smartretirement. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Jpmorgan Smartretirement's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Jpmorgan Smartretirement Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan Smartretirement is not an exception. The market had few large corrections towards the Jpmorgan Smartretirement'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 Smartretirement 2030, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan Smartretirement within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.46 | |
σ | Overall volatility | 0.43 | |
Ir | Information ratio | -0.0028 |
Jpmorgan Smartretirement 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 Smartretirement for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan Smartretirement 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: Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | |
| The fund retains about 7.12% of its assets under management (AUM) in cash |
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 | 17.21 X | |||
| Price To Book | 2.01 X | |||
| Price To Sales | 1.49 X | |||
| Total Asset | 7.52 M | |||
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 generally intended for investors who retired on or around the year 2030 . Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed the target retirement year.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.| Latest headline from news.google.com: Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | |
| The fund retains about 7.12% 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.
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |