Jpmorgan Value Advantage Fund Manager Performance Evaluation
| JVASX Fund | USD 37.36 0.12 0.32% |
The fund retains a Market Volatility (i.e., Beta) of 1.22, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jpmorgan Value will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Value Advantage are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jpmorgan Value showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 0.7400 |
Jpmorgan |
Jpmorgan Value Relative Risk vs. Return Landscape
If you would invest 3,108 in Jpmorgan Value Advantage on October 29, 2025 and sell it today you would earn a total of 628.00 from holding Jpmorgan Value Advantage or generate 20.21% return on investment over 90 days. Jpmorgan Value Advantage is currently producing 0.3235% returns and takes up 1.8871% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Jpmorgan, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Value Current Valuation
Undervalued
Today
Please note that Jpmorgan Value's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Jpmorgan Value Advantage retains a regular Real Value of $39.75 per share. The prevalent price of the fund is $37.36. We determine the value of Jpmorgan Value Advantage 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 Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Value'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 37.36 | Real 39.75 | Hype 37.36 | Naive 38.18 |
The intrinsic value of Jpmorgan Value'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 Value'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 Value Advantage 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 Value more accurately as focusing exclusively on Jpmorgan Value's fundamentals will not take into account other important factors: Jpmorgan Value 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 |
| 37.36 | 90 days | 37.36 | about 12.92 |
Based on a normal probability distribution, the odds of Jpmorgan Value to move above the current price in 90 days from now is about 12.92 (This Jpmorgan Value Advantage 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 the mutual fund has the beta coefficient of 1.22 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Jpmorgan Value will likely underperform. Additionally Jpmorgan Value Advantage has an alpha of 0.2031, implying that it can generate a 0.2 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Jpmorgan Value Price Density |
| Price |
Predictive Modules for Jpmorgan Value
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 Value Advantage. 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 Value'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 Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan Value is not an exception. The market had few large corrections towards the Jpmorgan Value'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 Value Advantage, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 1.22 | |
σ | Overall volatility | 2.84 | |
Ir | Information ratio | 0.12 |
Jpmorgan Value 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 Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan Value Advantage can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 97.83% of its assets under management (AUM) in equities |
Jpmorgan Value Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Value, and Jpmorgan Value 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 | 16.40 X | |||
| Price To Book | 1.62 X | |||
| Price To Sales | 1.35 X | |||
| Total Asset | 1.53 B | |||
About Jpmorgan Value Performance
Evaluating Jpmorgan Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Value 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 Value 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 will invest primarily in equity securities across all market capitalizations. Jpmorgan Value is traded on NASDAQ Exchange in the United States.Things to note about Jpmorgan Value Advantage performance evaluation
Checking the ongoing alerts about Jpmorgan Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Value Advantage 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 97.83% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Value's mutual fund. These opinions can provide insight into Jpmorgan Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Value 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 Value security.
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