Jpmorgan E Bond Fund Manager Performance Evaluation
| JCBZX Fund | USD 10.29 0.04 0.39% |
The fund retains a Market Volatility (i.e., Beta) of -0.0572, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jpmorgan Core are expected to decrease at a much lower rate. During the bear market, Jpmorgan Core is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Jpmorgan E Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Jpmorgan Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1000 |
Jpmorgan |
Jpmorgan Core Relative Risk vs. Return Landscape
If you would invest 1,039 in Jpmorgan E Bond on September 1, 2024 and sell it today you would lose (10.00) from holding Jpmorgan E Bond or give up 0.96% of portfolio value over 90 days. Jpmorgan E Bond is currently producing negative expected returns and takes up 0.311% volatility of returns over 90 trading days. Put another way, 2% 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 Core Current Valuation
Overvalued
Today
Please note that Jpmorgan Core's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jpmorgan E Bond retains a regular Real Value of $9.95 per share. The prevalent price of the fund is $10.29. We determine the value of Jpmorgan E Bond 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 Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Core'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 10.29 | Real 9.95 | Hype 10.29 | Naive 10.33 |
The intrinsic value of Jpmorgan Core'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 Core'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 E Bond 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 Core more accurately as focusing exclusively on Jpmorgan Core's fundamentals will not take into account other important factors: Jpmorgan Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan E Bond, and traders can use it to determine the average amount a Jpmorgan Core'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 = -0.0471
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JCBZX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jpmorgan Core 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 Jpmorgan Core by adding Jpmorgan Core to a well-diversified portfolio.
Jpmorgan Core Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Core, and Jpmorgan Core 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 | 33.1 B | ||||
About Jpmorgan Core Performance
Evaluating Jpmorgan Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Core 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 Core 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 is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80 percent of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.Things to note about Jpmorgan E Bond performance evaluation
Checking the ongoing alerts about Jpmorgan Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan E Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan E Bond generated a negative expected return over the last 90 days | |
| Jpmorgan E Bond generated five year return of 0.0% | |
| This fund retains about 6.94% of its assets under management (AUM) in fixed income securities |
- Analyzing Jpmorgan Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Core's mutual fund. These opinions can provide insight into Jpmorgan Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Core 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 Core security.
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