Jpmorgan Smartretirement 2045 Fund Key Fundamental Indicators
| JSASX Fund | USD 25.05 0.04 0.16% |
As of the 29th of January, Jpmorgan Smartretirement retains the Risk Adjusted Performance of 0.1231, downside deviation of 0.7412, and Market Risk Adjusted Performance of 0.1884. Jpmorgan Smartretirement technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Jpmorgan Smartretirement'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 Jpmorgan Smartretirement's valuation are provided below:Jpmorgan Smartretirement 2045 does not presently have any fundamental trends 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. Jpmorgan |
Jpmorgan Smartretirement '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 Jpmorgan Smartretirement'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 Jpmorgan Smartretirement.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Jpmorgan Smartretirement on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Jpmorgan Smartretirement 2045 or generate 0.0% return on investment in Jpmorgan Smartretirement over 90 days. Jpmorgan Smartretirement is related to or competes with Siit Global, Templeton Global, Rbc Bluebay, Jhancock Global, Asg Global, Doubleline Global, and Morningstar Global. The investment seeks high total return with a shift to current income and some capital appreciation over time as the fun... More
Jpmorgan Smartretirement 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 Jpmorgan Smartretirement'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 Jpmorgan Smartretirement 2045 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7412 | |||
| Information Ratio | 0.0835 | |||
| Maximum Drawdown | 4.85 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 0.9824 |
Jpmorgan Smartretirement Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Smartretirement's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Jpmorgan Smartretirement's standard deviation. In reality, there are many statistical measures that can use Jpmorgan Smartretirement historical prices to predict the future Jpmorgan Smartretirement's volatility.| Risk Adjusted Performance | 0.1231 | |||
| Jensen Alpha | 0.0788 | |||
| Total Risk Alpha | 0.0604 | |||
| Sortino Ratio | 0.0799 | |||
| Treynor Ratio | 0.1784 |
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 January 29, 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 | 0.1231 | |||
| Market Risk Adjusted Performance | 0.1884 | |||
| Mean Deviation | 0.4937 | |||
| Semi Deviation | 0.4621 | |||
| Downside Deviation | 0.7412 | |||
| Coefficient Of Variation | 588.47 | |||
| Standard Deviation | 0.7094 | |||
| Variance | 0.5032 | |||
| Information Ratio | 0.0835 | |||
| Jensen Alpha | 0.0788 | |||
| Total Risk Alpha | 0.0604 | |||
| Sortino Ratio | 0.0799 | |||
| Treynor Ratio | 0.1784 | |||
| Maximum Drawdown | 4.85 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 0.9824 | |||
| Downside Variance | 0.5494 | |||
| Semi Variance | 0.2135 | |||
| Expected Short fall | (0.53) | |||
| Skewness | 0.8842 | |||
| Kurtosis | 5.22 |
Jpmorgan Smartretirement Backtested Returns
At this stage we consider Jpmorgan Mutual Fund to be out of control. Jpmorgan Smartretirement holds Efficiency (Sharpe) Ratio of 0.17, which attests that the entity had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Jpmorgan Smartretirement, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Smartretirement's Risk Adjusted Performance of 0.1231, downside deviation of 0.7412, and Market Risk Adjusted Performance of 0.1884 to validate if the risk estimate we provide is consistent with the expected return of 0.12%. The fund retains a Market Volatility (i.e., Beta) of 0.62, 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.
Auto-correlation | 0.36 |
Below average predictability
Jpmorgan Smartretirement 2045 has below average predictability. Overlapping area represents the amount of predictability between Jpmorgan Smartretirement time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 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 Jpmorgan Smartretirement price movement. The serial correlation of 0.36 indicates that just about 36.0% of current Jpmorgan Smartretirement price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.36 | |
| Spearman Rank Test | 0.53 | |
| Residual Average | 0.0 | |
| Price Variance | 0.09 |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
| Competition |
Based on the latest financial disclosure, Jpmorgan Smartretirement 2045 has a Price To Book of 1.99 times. This is much higher than that of the JPMorgan family and significantly higher than that of the Target-Date 2045 category. The price to book for all United States funds is notably lower than that of the firm.
Jpmorgan Smartretirement Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Smartretirement's current stock value. Our valuation model uses many indicators to compare Jpmorgan Smartretirement value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Smartretirement competition to find correlations between indicators driving Jpmorgan Smartretirement's intrinsic value. More Info.Jpmorgan Smartretirement 2045 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Smartretirement 2045 is roughly 8.63 . 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 Jpmorgan Smartretirement's earnings, one of the primary drivers of an investment's value.Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Smartretirement's current stock value. Our valuation model uses many indicators to compare Jpmorgan Smartretirement value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Smartretirement competition to find correlations between indicators driving Jpmorgan Smartretirement's intrinsic value. More Info.Jpmorgan Smartretirement 2045 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Smartretirement 2045 is roughly 8.63 . 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 Jpmorgan Smartretirement's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Jpmorgan Smartretirement
The fund consists of 87.29% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Jpmorgan Smartretirement'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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jpmorgan Fundamentals
| Price To Earning | 17.17 X | |||
| Price To Book | 1.99 X | |||
| Price To Sales | 1.48 X | |||
| Total Asset | 109.7 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 3.21 % | |||
| One Year Return | 17.91 % | |||
| Three Year Return | 15.47 % | |||
| Five Year Return | 9.40 % | |||
| Ten Year Return | 8.61 % | |||
| Net Asset | 3.46 B | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 3.79 % | |||
| Equity Positions Weight | 87.29 % | |||
| Bond Positions Weight | 8.71 % |
About Jpmorgan Smartretirement Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Smartretirement 2045's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Smartretirement using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Smartretirement 2045 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 investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. Jpmorgan Smartretirement is traded on NASDAQ Exchange in the United States.
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.| VTI | Vanguard Total Stock | |
| RIOT | Riot Blockchain | |
| TSLA | Tesla Inc |
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.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |