Vy Jpmorgan Small Fund Key Fundamental Indicators
| IJSIX Fund | USD 16.02 0.45 2.89% |
As of the 8th of February, Vy(r) Jpmorgan owns the Downside Deviation of 1.04, risk adjusted performance of 0.1076, and Mean Deviation of 0.8511. Vy Jpmorgan Small technical analysis provides you with a way to harness past data patterns to determine a pattern that measures the direction of the fund's future prices.
Vy(r) Jpmorgan's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Vy(r) Jpmorgan's valuation are provided below:Vy Jpmorgan Small does not now have any fundamental measures for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Vy(r) |
Vy(r) Jpmorgan 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Vy(r) Jpmorgan's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Vy(r) Jpmorgan.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Vy(r) Jpmorgan on November 10, 2025 and sell it all today you would earn a total of 0.00 from holding Vy Jpmorgan Small or generate 0.0% return on investment in Vy(r) Jpmorgan over 90 days. Vy(r) Jpmorgan is related to or competes with Lord Abbett, Putnam Convertible, Harbor Convertible, Virtus Convertible, Victory Incore, Lord Abbett, and Columbia Convertible. The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies More
Vy(r) Jpmorgan Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Vy(r) Jpmorgan's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Vy Jpmorgan Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.04 | |||
| Information Ratio | 0.0489 | |||
| Maximum Drawdown | 4.57 | |||
| Value At Risk | (1.68) | |||
| Potential Upside | 2.1 |
Vy(r) Jpmorgan Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vy(r) Jpmorgan's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Vy(r) Jpmorgan's standard deviation. In reality, there are many statistical measures that can use Vy(r) Jpmorgan historical prices to predict the future Vy(r) Jpmorgan's volatility.| Risk Adjusted Performance | 0.1076 | |||
| Jensen Alpha | 0.0436 | |||
| Total Risk Alpha | 0.0246 | |||
| Sortino Ratio | 0.0519 | |||
| Treynor Ratio | 0.1182 |
Vy(r) Jpmorgan February 8, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1076 | |||
| Market Risk Adjusted Performance | 0.1282 | |||
| Mean Deviation | 0.8511 | |||
| Semi Deviation | 0.8764 | |||
| Downside Deviation | 1.04 | |||
| Coefficient Of Variation | 767.87 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.22 | |||
| Information Ratio | 0.0489 | |||
| Jensen Alpha | 0.0436 | |||
| Total Risk Alpha | 0.0246 | |||
| Sortino Ratio | 0.0519 | |||
| Treynor Ratio | 0.1182 | |||
| Maximum Drawdown | 4.57 | |||
| Value At Risk | (1.68) | |||
| Potential Upside | 2.1 | |||
| Downside Variance | 1.08 | |||
| Semi Variance | 0.7681 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 0.207 | |||
| Kurtosis | 0.1623 |
Vy Jpmorgan Small Backtested Returns
At this stage we consider Vy(r) Mutual Fund to be very steady. Vy Jpmorgan Small retains Efficiency (Sharpe Ratio) of 0.14, which indicates the fund had a 0.14 % return per unit of price deviation over the last 3 months. We have found twenty-seven technical indicators for Vy(r) Jpmorgan, which you can use to evaluate the volatility of the fund. Please validate Vy(r) Jpmorgan's Downside Deviation of 1.04, mean deviation of 0.8511, and Risk Adjusted Performance of 0.1076 to confirm if the risk estimate we provide is consistent with the expected return of 0.16%. The entity owns a Beta (Systematic Risk) of 1.13, which indicates a somewhat significant risk relative to the market. Vy(r) Jpmorgan returns are very sensitive to returns on the market. As the market goes up or down, Vy(r) Jpmorgan is expected to follow.
Auto-correlation | 0.61 |
Good predictability
Vy Jpmorgan Small has good predictability. Overlapping area represents the amount of predictability between Vy(r) Jpmorgan time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Vy Jpmorgan Small price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current Vy(r) Jpmorgan price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.43 | |
| Residual Average | 0.0 | |
| Price Variance | 0.11 |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, Vy Jpmorgan Small has a Price To Sales of 0.88 times. This is much higher than that of the Voya family and significantly higher than that of the Small Blend category. The price to sales for all United States funds is notably lower than that of the firm.
Vy Jpmorgan Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vy(r) Jpmorgan's current stock value. Our valuation model uses many indicators to compare Vy(r) Jpmorgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vy(r) Jpmorgan competition to find correlations between indicators driving Vy(r) Jpmorgan's intrinsic value. More Info.Vy Jpmorgan Small is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.36 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vy Jpmorgan Small is roughly 2.76 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vy(r) Jpmorgan's earnings, one of the primary drivers of an investment's value.Vy(r) Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vy(r) Jpmorgan's direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vy(r) Jpmorgan could also be used in its relative valuation, which is a method of valuing Vy(r) Jpmorgan by comparing valuation metrics of similar companies.Vy Jpmorgan is currently under evaluation in price to sales among similar funds.
Vy(r) Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vy(r) Jpmorgan's current stock value. Our valuation model uses many indicators to compare Vy(r) Jpmorgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vy(r) Jpmorgan competition to find correlations between indicators driving Vy(r) Jpmorgan's intrinsic value. More Info.Vy Jpmorgan Small is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.36 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vy Jpmorgan Small is roughly 2.76 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vy(r) Jpmorgan's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Vy(r) Jpmorgan
The fund consists of 98.05% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Vy(r) Jpmorgan's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Vy(r) Fundamentals
| Price To Earning | 5.65 X | ||||
| Price To Book | 2.05 X | ||||
| Price To Sales | 0.88 X | ||||
| Total Asset | 685.98 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 5.59 % | ||||
| One Year Return | 6.31 % | ||||
| Three Year Return | 8.22 % | ||||
| Five Year Return | 5.30 % | ||||
| Ten Year Return | 10.63 % | ||||
| Net Asset | 836.48 M | ||||
| Last Dividend Paid | 0.08 | ||||
| Cash Position Weight | 1.95 % | ||||
| Equity Positions Weight | 98.05 % |
About Vy(r) Jpmorgan Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vy Jpmorgan Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vy(r) Jpmorgan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vy Jpmorgan Small based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000 Index stocks at the time of purchase.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Vy(r) Mutual Fund
Vy(r) Jpmorgan financial ratios help investors to determine whether Vy(r) 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 Vy(r) with respect to the benefits of owning Vy(r) Jpmorgan security.
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