Jpmorgan Hedged Equity Fund Market Value
| JHTGX Fund | USD 21.21 0.09 0.43% |
| Symbol | Jpmorgan |
Jpmorgan Hedged '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 Hedged'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 Hedged.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Jpmorgan Hedged on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Jpmorgan Hedged Equity or generate 0.0% return on investment in Jpmorgan Hedged over 90 days. Jpmorgan Hedged is related to or competes with Franklin Small, Nuveen Nwq, Omni Small-cap, Nt International, and Old Westbury. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities More
Jpmorgan Hedged 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 Hedged'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 Hedged Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5428 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 2.83 | |||
| Value At Risk | (0.68) | |||
| Potential Upside | 0.7208 |
Jpmorgan Hedged Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Hedged's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Jpmorgan Hedged's standard deviation. In reality, there are many statistical measures that can use Jpmorgan Hedged historical prices to predict the future Jpmorgan Hedged's volatility.| Risk Adjusted Performance | 0.0642 | |||
| Jensen Alpha | 0.0024 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.0764 |
Jpmorgan Hedged January 27, 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 | 0.0642 | |||
| Market Risk Adjusted Performance | 0.0864 | |||
| Mean Deviation | 0.3281 | |||
| Semi Deviation | 0.4282 | |||
| Downside Deviation | 0.5428 | |||
| Coefficient Of Variation | 1047.99 | |||
| Standard Deviation | 0.4625 | |||
| Variance | 0.2139 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | 0.0024 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.0764 | |||
| Maximum Drawdown | 2.83 | |||
| Value At Risk | (0.68) | |||
| Potential Upside | 0.7208 | |||
| Downside Variance | 0.2946 | |||
| Semi Variance | 0.1834 | |||
| Expected Short fall | (0.35) | |||
| Skewness | (0.41) | |||
| Kurtosis | 1.99 |
Jpmorgan Hedged Equity Backtested Returns
At this stage we consider Jpmorgan Mutual Fund to be very steady. Jpmorgan Hedged Equity holds Efficiency (Sharpe) Ratio of 0.0928, which attests that the entity had a 0.0928 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Jpmorgan Hedged Equity, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Hedged's Market Risk Adjusted Performance of 0.0864, risk adjusted performance of 0.0642, and Downside Deviation of 0.5428 to validate if the risk estimate we provide is consistent with the expected return of 0.0433%. The fund retains a Market Volatility (i.e., Beta) of 0.45, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jpmorgan Hedged's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Hedged is expected to be smaller as well.
Auto-correlation | -0.03 |
Very weak reverse predictability
Jpmorgan Hedged Equity has very weak reverse predictability. Overlapping area represents the amount of predictability between Jpmorgan Hedged time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th 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 Hedged Equity price movement. The serial correlation of -0.03 indicates that only 3.0% of current Jpmorgan Hedged price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.03 | |
| Spearman Rank Test | 0.24 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Hedged 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 Hedged security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |