Jpmorgan Investor Growth Fund Key Fundamental Indicators
| ONGIX Fund | USD 21.66 0.07 0.32% |
As of the 28th of February, Jpmorgan Investor retains the Downside Deviation of 0.5025, market risk adjusted performance of (1.62), and Risk Adjusted Performance of 0.1657. Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Jpmorgan Investor Growth, as well as the relationship between them.
Jpmorgan Investor'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 Investor's valuation are provided below:Jpmorgan Investor Growth 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 Investor '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 Investor'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 Investor.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in Jpmorgan Investor on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Jpmorgan Investor Growth or generate 0.0% return on investment in Jpmorgan Investor over 90 days. Jpmorgan Investor is related to or competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement. The fund is a fund of funds. Its main investment strategy is to invest in other J.P More
Jpmorgan Investor 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 Investor'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 Investor Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5025 | |||
| Information Ratio | 0.056 | |||
| Maximum Drawdown | 3.59 | |||
| Value At Risk | (0.69) | |||
| Potential Upside | 0.7968 |
Jpmorgan Investor Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Investor's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Jpmorgan Investor's standard deviation. In reality, there are many statistical measures that can use Jpmorgan Investor historical prices to predict the future Jpmorgan Investor's volatility.| Risk Adjusted Performance | 0.1657 | |||
| Jensen Alpha | 0.1156 | |||
| Total Risk Alpha | 0.0537 | |||
| Sortino Ratio | 0.0604 | |||
| Treynor Ratio | (1.63) |
Jpmorgan Investor February 28, 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 | 0.1657 | |||
| Market Risk Adjusted Performance | (1.62) | |||
| Mean Deviation | 0.3991 | |||
| Semi Deviation | 0.2567 | |||
| Downside Deviation | 0.5025 | |||
| Coefficient Of Variation | 450.7 | |||
| Standard Deviation | 0.5419 | |||
| Variance | 0.2937 | |||
| Information Ratio | 0.056 | |||
| Jensen Alpha | 0.1156 | |||
| Total Risk Alpha | 0.0537 | |||
| Sortino Ratio | 0.0604 | |||
| Treynor Ratio | (1.63) | |||
| Maximum Drawdown | 3.59 | |||
| Value At Risk | (0.69) | |||
| Potential Upside | 0.7968 | |||
| Downside Variance | 0.2525 | |||
| Semi Variance | 0.0659 | |||
| Expected Short fall | (0.47) | |||
| Skewness | 0.5844 | |||
| Kurtosis | 3.19 |
Jpmorgan Investor Growth Backtested Returns
At this stage we consider Jpmorgan Mutual Fund to be very steady. Jpmorgan Investor Growth holds Efficiency (Sharpe) Ratio of 0.18, which attests that the entity had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Jpmorgan Investor Growth, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Investor's Market Risk Adjusted Performance of (1.62), downside deviation of 0.5025, and Risk Adjusted Performance of 0.1657 to validate if the risk estimate we provide is consistent with the expected return of 0.0932%. The fund retains a Market Volatility (i.e., Beta) of -0.0677, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jpmorgan Investor are expected to decrease at a much lower rate. During the bear market, Jpmorgan Investor is likely to outperform the market.
Auto-correlation | 0.71 |
Good predictability
Jpmorgan Investor Growth has good predictability. Overlapping area represents the amount of predictability between Jpmorgan Investor time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th 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 Jpmorgan Investor Growth price movement. The serial correlation of 0.71 indicates that around 71.0% of current Jpmorgan Investor price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.76 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Jpmorgan Investor Growth has a Price To Earning of 16.65 times. This is much higher than that of the JPMorgan family and significantly higher than that of the Allocation--50% to 70% Equity category. The price to earning for all United States funds is notably lower than that of the firm.
Jpmorgan Investor Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Investor's current stock value. Our valuation model uses many indicators to compare Jpmorgan Investor value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Investor competition to find correlations between indicators driving Jpmorgan Investor's intrinsic value. More Info.Jpmorgan Investor Growth is number one fund in price to earning among similar funds. It also is number one 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 Investor Growth is roughly 8.16 . 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 Investor's earnings, one of the primary drivers of an investment's value.Jpmorgan Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Investor's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jpmorgan Investor could also be used in its relative valuation, which is a method of valuing Jpmorgan Investor by comparing valuation metrics of similar companies.Jpmorgan Investor is currently under evaluation in price to earning among similar funds.
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Investor's current stock value. Our valuation model uses many indicators to compare Jpmorgan Investor value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Investor competition to find correlations between indicators driving Jpmorgan Investor's intrinsic value. More Info.Jpmorgan Investor Growth is number one fund in price to earning among similar funds. It also is number one 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 Investor Growth is roughly 8.16 . 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 Investor's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Jpmorgan Investor
The fund invests 63.38% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.57%) , cash (6.5%) and various exotic instruments.Asset allocation divides Jpmorgan Investor'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
| Price To Earning | 16.65 X | ||||
| Price To Book | 2.04 X | ||||
| Price To Sales | 1.29 X | ||||
| Total Asset | 4.78 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.13 % | ||||
| One Year Return | 14.94 % | ||||
| Three Year Return | 14.18 % | ||||
| Five Year Return | 7.78 % | ||||
| Ten Year Return | 8.03 % | ||||
| Net Asset | 5.33 B | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 6.50 % | ||||
| Equity Positions Weight | 63.38 % | ||||
| Bond Positions Weight | 2.57 % |
About Jpmorgan Investor Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Investor Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Investor using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Investor Growth 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 is a fund of funds. Its main investment strategy is to invest in other J.P. Morgan Funds . Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 70 percent in equity securities and 30 percent in income securities.
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 Jpmorgan Mutual Fund
Jpmorgan Investor 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 Investor security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |