Jpmorgan Smartretirement Income Fund Beta
| JSIPX Fund | USD 16.58 0.13 0.78% |
As of the 4th of March, Jpmorgan Smartretirement retains the Market Risk Adjusted Performance of (1.15), risk adjusted performance of 0.1547, and Coefficient Of Variation of 452.34. 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 Income 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.
| 12/04/2025 |
| 03/04/2026 |
If you would invest 0.00 in Jpmorgan Smartretirement on December 4, 2025 and sell it all today you would earn a total of 0.00 from holding Jpmorgan Smartretirement Income or generate 0.0% return on investment in Jpmorgan Smartretirement over 90 days. Jpmorgan Smartretirement is related to or competes with American Funds, Nuveen Symphony, Nuveen Symphony, Nuveen Symphony, Nuveen Symphony, Gabelli Dividend, and Jpmorgan International. The fund is a fund of funds that primarily invests in other mutual funds within the same group of investment companies, ... 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 Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3054 | |||
| Information Ratio | 0.0847 | |||
| Maximum Drawdown | 2.47 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.5031 |
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 | 0.1547 | |||
| Jensen Alpha | 0.068 | |||
| Total Risk Alpha | 0.0491 | |||
| Sortino Ratio | 0.0952 | |||
| Treynor Ratio | (1.16) |
Jpmorgan Smartretirement March 4, 2026 Technical Indicators
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| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1547 | |||
| Market Risk Adjusted Performance | (1.15) | |||
| Mean Deviation | 0.243 | |||
| Downside Deviation | 0.3054 | |||
| Coefficient Of Variation | 452.34 | |||
| Standard Deviation | 0.3433 | |||
| Variance | 0.1178 | |||
| Information Ratio | 0.0847 | |||
| Jensen Alpha | 0.068 | |||
| Total Risk Alpha | 0.0491 | |||
| Sortino Ratio | 0.0952 | |||
| Treynor Ratio | (1.16) | |||
| Maximum Drawdown | 2.47 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.5031 | |||
| Downside Variance | 0.0933 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.32) | |||
| Skewness | 1.01 | |||
| Kurtosis | 5.19 |
Jpmorgan Smartretirement Backtested Returns
At this stage we consider Jpmorgan Mutual Fund to be very steady. Jpmorgan Smartretirement holds Efficiency (Sharpe) Ratio of 0.15, which attests that the entity had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Jpmorgan Smartretirement, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Smartretirement's Market Risk Adjusted Performance of (1.15), risk adjusted performance of 0.1547, and Coefficient Of Variation of 452.34 to validate if the risk estimate we provide is consistent with the expected return of 0.0548%. The fund retains a Market Volatility (i.e., Beta) of -0.0568, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jpmorgan Smartretirement are expected to decrease at a much lower rate. During the bear market, Jpmorgan Smartretirement is likely to outperform the market.
Auto-correlation | 0.77 |
Good predictability
Jpmorgan Smartretirement Income has good predictability. Overlapping area represents the amount of predictability between Jpmorgan Smartretirement time series from 4th of December 2025 to 18th of January 2026 and 18th of January 2026 to 4th of March 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 0.77 indicates that around 77.0% of current Jpmorgan Smartretirement price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.77 | |
| Spearman Rank Test | 0.81 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Jpmorgan Smartretirement Income has a Beta of 0.0. This indicator is about the same for the JPMorgan average (which is currently at 0.0) family and about the same as Target-Date Retirement (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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 Income is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 95.81 of Year To Date Return per Annual Yield. 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 invests 39.02% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.68%) , cash (11.73%) and 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 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.
Jpmorgan Fundamentals
| Total Asset | 1.55 B | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 2.82 % | ||||
| One Year Return | 12.63 % | ||||
| Three Year Return | 10.39 % | ||||
| Five Year Return | 4.53 % | ||||
| Ten Year Return | 5.17 % | ||||
| Net Asset | 3.85 B | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 11.73 % | ||||
| Equity Positions Weight | 39.02 % | ||||
| Bond Positions Weight | 4.68 % |
About Jpmorgan Smartretirement Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Smartretirement Income'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 Income 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.
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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 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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| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |