Jp Morgan Exchange Traded Etf Performance
| BBEM Etf | 52.38 0.01 0.02% |
The etf owns a Beta (Systematic Risk) of 0.36, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, JP Morgan's returns are expected to increase less than the market. However, during the bear market, the loss of holding JP Morgan is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days JP Morgan Exchange Traded has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, JP Morgan is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Trend Tracker for - Stock Traders Daily | 09/24/2024 |
2 | JPMorgan SmartRetirement Blend 2020 Fund BBEM Holdings History - GuruFocus.com | 11/21/2024 |
BBEM |
JP Morgan Relative Risk vs. Return Landscape
If you would invest 5,275 in JP Morgan Exchange Traded on August 30, 2024 and sell it today you would lose (37.00) from holding JP Morgan Exchange Traded or give up 0.7% of portfolio value over 90 days. JP Morgan Exchange Traded is currently does not generate positive expected returns and assumes 1.1228% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of etfs are less volatile than BBEM, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
JP Morgan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JP Morgan's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JP Morgan Exchange Traded, and traders can use it to determine the average amount a JP Morgan's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0043
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BBEM |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average JP Morgan is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JP Morgan by adding JP Morgan to a well-diversified portfolio.
About JP Morgan Performance
By examining JP Morgan's fundamental ratios, stakeholders can obtain critical insights into JP Morgan's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that JP Morgan is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
JP Morgan is entity of United States. It is traded as Etf on BATS exchange.| JP Morgan Exchange generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: JPMorgan SmartRetirement Blend 2020 Fund BBEM Holdings History - GuruFocus.com |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in JP Morgan Exchange Traded. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of JP Morgan Exchange is measured differently than its book value, which is the value of BBEM that is recorded on the company's balance sheet. Investors also form their own opinion of JP Morgan's value that differs from its market value or its book value, called intrinsic value, which is JP Morgan's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JP Morgan's market value can be influenced by many factors that don't directly affect JP Morgan's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JP Morgan's value and its price as these two are different measures arrived at by different means. Investors typically determine if JP Morgan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JP Morgan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.