Jpmorgan Short Duration Fund Manager Performance Evaluation
| HLLVX Fund | USD 10.81 0.01 0.09% |
The fund retains a Market Volatility (i.e., Beta) of 0.0053, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Short is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Short Duration are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of July 2023 | |
| Expense Ratio | 0.3400 |
Jpmorgan |
Jpmorgan Short Relative Risk vs. Return Landscape
If you would invest 1,077 in Jpmorgan Short Duration on August 26, 2024 and sell it today you would earn a total of 4.00 from holding Jpmorgan Short Duration or generate 0.37% return on investment over 90 days. Jpmorgan Short Duration is currently producing 0.0058% returns and takes up 0.0964% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Jpmorgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Short Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Short Duration retains a regular Real Value of $10.71 per share. The prevalent price of the fund is $10.81. We determine the value of Jpmorgan Short Duration 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 Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Short'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 10.81 | Real 10.71 | Hype 10.81 | Naive 10.81 |
The intrinsic value of Jpmorgan Short'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 Short'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 Short Duration 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 Short more accurately as focusing exclusively on Jpmorgan Short's fundamentals will not take into account other important factors: Jpmorgan Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Short Duration, and traders can use it to determine the average amount a Jpmorgan Short'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 = 0.0597
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Based on monthly moving average Jpmorgan Short is performing at about 4% of its full potential. 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 Jpmorgan Short by adding it to a well-diversified portfolio.
Jpmorgan Short Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Short, and Jpmorgan Short 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.
| Total Asset | 1.49 B | ||||
About Jpmorgan Short Performance
Evaluating Jpmorgan Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Short 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 Short 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in bonds. It may principally invest in U.S. treasury obligations, U.S. government agency securities, corporate bonds, asset-backed securities, mortgage-backed securities, mortgage-related securities, and structured instruments. The effective average weighted maturity ordinarily will be three years or less.Things to note about Jpmorgan Short Duration performance evaluation
Checking the ongoing alerts about Jpmorgan Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Short Duration 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 6.02% of its assets under management (AUM) in cash |
- Analyzing Jpmorgan Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Short's mutual fund. These opinions can provide insight into Jpmorgan Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Short 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 Short security.
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