Jpmorgan Strategic Income Fund Market Value
| JSOCX Fund | USD 11.30 0.03 0.26% |
| Symbol | Jpmorgan |
Jpmorgan Strategic '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 Strategic'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 Strategic.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Jpmorgan Strategic on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Jpmorgan Strategic Income or generate 0.0% return on investment in Jpmorgan Strategic over 90 days. Jpmorgan Strategic is related to or competes with T Rowe, Strategic Allocation:, T Rowe, T Rowe, Pro-blend(r) Moderate, and American Funds. The fund has an absolute return orientation which means that it is not managed relative to an index More
Jpmorgan Strategic 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 Strategic'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 Strategic Income upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (1.46) | |||
| Maximum Drawdown | 0.089 | |||
| Potential Upside | 0.0887 |
Jpmorgan Strategic Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Strategic's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Jpmorgan Strategic's standard deviation. In reality, there are many statistical measures that can use Jpmorgan Strategic historical prices to predict the future Jpmorgan Strategic's volatility.| Risk Adjusted Performance | (0.02) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Treynor Ratio | (0.36) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Jpmorgan Strategic'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 Strategic 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 | (0.02) | |||
| Market Risk Adjusted Performance | (0.35) | |||
| Mean Deviation | 0.022 | |||
| Coefficient Of Variation | 567.43 | |||
| Standard Deviation | 0.0458 | |||
| Variance | 0.0021 | |||
| Information Ratio | (1.46) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Treynor Ratio | (0.36) | |||
| Maximum Drawdown | 0.089 | |||
| Potential Upside | 0.0887 | |||
| Skewness | (2.58) | |||
| Kurtosis | 19.5 |
Jpmorgan Strategic Income Backtested Returns
At this stage we consider Jpmorgan Mutual Fund to be very steady. Jpmorgan Strategic Income holds Efficiency (Sharpe) Ratio of 0.16, which attests that the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty technical indicators for Jpmorgan Strategic Income, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Strategic's Market Risk Adjusted Performance of (0.35), standard deviation of 0.0458, and Risk Adjusted Performance of (0.02) to validate if the risk estimate we provide is consistent with the expected return of 0.0074%. The fund retains a Market Volatility (i.e., Beta) of 0.0054, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Strategic is expected to be smaller as well.
Auto-correlation | 0.83 |
Very good predictability
Jpmorgan Strategic Income has very good predictability. Overlapping area represents the amount of predictability between Jpmorgan Strategic 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 Strategic Income price movement. The serial correlation of 0.83 indicates that around 83.0% of current Jpmorgan Strategic price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.83 | |
| Spearman Rank Test | 0.93 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Strategic 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 Strategic security.
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