Jpmorgan Global Allocation Fund Manager Performance Evaluation
| GAOAX Fund | USD 21.22 0.09 0.42% |
The fund retains a Market Volatility (i.e., Beta) of -0.0375, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jpmorgan Global are expected to decrease at a much lower rate. During the bear market, Jpmorgan Global is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Global Allocation are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jpmorgan Global may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 1.0300 |
Jpmorgan |
Jpmorgan Global Relative Risk vs. Return Landscape
If you would invest 1,904 in Jpmorgan Global Allocation on November 7, 2025 and sell it today you would earn a total of 218.00 from holding Jpmorgan Global Allocation or generate 11.45% return on investment over 90 days. Jpmorgan Global Allocation is currently producing 0.1868% returns and takes up 1.1266% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Jpmorgan, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Global Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Global Allo retains a regular Real Value of $21.0 per share. The prevalent price of the fund is $21.22. We determine the value of Jpmorgan Global Allo from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Jpmorgan Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 21.22 | Real 21.0 | Hype 21.31 | Naive 21.76 |
The intrinsic value of Jpmorgan Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jpmorgan Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Jpmorgan Global Allocation helps investors to forecast how Jpmorgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jpmorgan Global more accurately as focusing exclusively on Jpmorgan Global's fundamentals will not take into account other important factors: Jpmorgan Global Target Price Odds to finish over Current Price
The tendency of Jpmorgan Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 21.22 | 90 days | 21.22 | about 16.84 |
Based on a normal probability distribution, the odds of Jpmorgan Global to move above the current price in 90 days from now is about 16.84 (This Jpmorgan Global Allocation probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Jpmorgan Global Price Density |
| Price |
Predictive Modules for Jpmorgan Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Jpmorgan Global Allo. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Jpmorgan Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan Global is not an exception. The market had few large corrections towards the Jpmorgan Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Jpmorgan Global Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 1.01 | |
Ir | Information ratio | 0.13 |
Jpmorgan Global Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Jpmorgan Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan Global Allo can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 8.97% of its assets under management (AUM) in cash |
Jpmorgan Global Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Global, and Jpmorgan Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jpmorgan Mutual Fund performance.
| Price To Earning | 17.14 X | ||||
| Price To Book | 1.80 X | ||||
| Price To Sales | 1.25 X | ||||
| Total Asset | 708.11 M | ||||
About Jpmorgan Global Performance
Evaluating Jpmorgan Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Jpmorgan Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund has significant flexibility to invest in a broad range of equity, fixed income and alternative asset classes in the U.S. and other markets throughout the world, both developed and emerging. Jpmorgan Global is traded on NASDAQ Exchange in the United States.Things to note about Jpmorgan Global Allo performance evaluation
Checking the ongoing alerts about Jpmorgan Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Global Allo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 8.97% of its assets under management (AUM) in cash |
- Analyzing Jpmorgan Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jpmorgan Global's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jpmorgan Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Global's mutual fund. These opinions can provide insight into Jpmorgan Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Global 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 Global security.
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