Jpmorgan Mid Cap Fund Manager Performance Evaluation
| JCMAX Fund | USD 69.01 0.15 0.22% |
The fund retains a Market Volatility (i.e., Beta) of 0.95, which attests to possible diversification benefits within a given portfolio. Jpmorgan Mid returns are very sensitive to returns on the market. As the market goes up or down, Jpmorgan Mid is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Mid Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jpmorgan Mid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.0900 |
Jpmorgan |
Jpmorgan Mid Relative Risk vs. Return Landscape
If you would invest 6,238 in Jpmorgan Mid Cap on August 29, 2024 and sell it today you would earn a total of 678.00 from holding Jpmorgan Mid Cap or generate 10.87% return on investment over 90 days. Jpmorgan Mid Cap is currently producing 0.1645% returns and takes up 0.7969% volatility of returns over 90 trading days. Put another way, 7% 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 Mid Current Valuation
Undervalued
Today
Please note that Jpmorgan Mid's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Jpmorgan Mid Cap retains a regular Real Value of $71.76 per share. The prevalent price of the fund is $69.01. We determine the value of Jpmorgan Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Mid'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 69.01 | Real 71.76 | Hype 69.16 | Naive 69.36 |
The intrinsic value of Jpmorgan Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Jpmorgan Mid's fundamentals will not take into account other important factors: Jpmorgan Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Mid Cap, and traders can use it to determine the average amount a Jpmorgan Mid'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 = 0.2064
| Best Portfolio | Best Equity | |||
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| Average Returns | ||||
| Small Returns | JCMAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Jpmorgan Mid is performing at about 16% 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 Mid by adding it to a well-diversified portfolio.
Jpmorgan Mid Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Mid, and Jpmorgan Mid 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 | 20.09 X | |||
| Price To Book | 2.63 X | |||
| Price To Sales | 1.43 X | |||
| Total Asset | 642.64 M | |||
About Jpmorgan Mid Performance
Evaluating Jpmorgan Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Mid 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 Mid 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 equity securities of mid cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap Index at the time of purchase.Things to note about Jpmorgan Mid Cap performance evaluation
Checking the ongoing alerts about Jpmorgan Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Mid Cap 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 95.92% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Mid's mutual fund. These opinions can provide insight into Jpmorgan Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Mid 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 Mid security.
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