JPMIF Bond (Germany) Manager Performance Evaluation
| IH59 Fund | EUR 229.85 0.28 0.12% |
The fund retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMIF Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMIF Bond is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in JPMIF Bond Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound technical and fundamental indicators, JPMIF Bond is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...moreJPMIF |
JPMIF Bond Relative Risk vs. Return Landscape
If you would invest 21,947 in JPMIF Bond Fund on August 29, 2024 and sell it today you would earn a total of 1,010 from holding JPMIF Bond Fund or generate 4.6% return on investment over 90 days. JPMIF Bond Fund is generating 0.0713% of daily returns and assumes 0.4336% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than JPMIF, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
JPMIF Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMIF Bond's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as JPMIF Bond Fund, and traders can use it to determine the average amount a JPMIF Bond'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 = 0.1643
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| Cash | IH59 | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average JPMIF Bond is performing at about 12% 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 JPMIF Bond by adding it to a well-diversified portfolio.
About JPMIF Bond Performance
By analyzing JPMIF Bond's fundamental ratios, stakeholders can gain valuable insights into JPMIF Bond's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPMIF Bond 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 JPMIF Bond has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about JPMIF Bond Fund performance evaluation
Checking the ongoing alerts about JPMIF Bond for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for JPMIF Bond Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating JPMIF Bond's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate JPMIF Bond's fund performance include:- Analyzing JPMIF Bond'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 JPMIF Bond's stock is overvalued or undervalued compared to its peers.
- Examining JPMIF Bond'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 JPMIF Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of JPMIF Bond's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of JPMIF Bond's fund. These opinions can provide insight into JPMIF Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JPMIF Fund
JPMIF Bond financial ratios help investors to determine whether JPMIF 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 JPMIF with respect to the benefits of owning JPMIF Bond security.
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