Jpmorgan Disciplined Equity Fund Manager Performance Evaluation
| JDESX Fund | USD 46.45 0.20 0.43% |
The fund retains a Market Volatility (i.e., Beta) of -0.0605, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jpmorgan Disciplined are expected to decrease at a much lower rate. During the bear market, Jpmorgan Disciplined is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Disciplined Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Disciplined 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 | 17th of February 2023 | |
| Expense Ratio | 0.3500 |
Jpmorgan |
Jpmorgan Disciplined Relative Risk vs. Return Landscape
If you would invest 4,395 in Jpmorgan Disciplined Equity on August 25, 2024 and sell it today you would earn a total of 250.00 from holding Jpmorgan Disciplined Equity or generate 5.69% return on investment over 90 days. Jpmorgan Disciplined Equity is currently producing 0.0894% returns and takes up 0.7754% volatility of returns over 90 trading days. Put another way, 6% 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 Disciplined Current Valuation
Overvalued
Today
Please note that Jpmorgan Disciplined's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jpmorgan Disciplined retains a regular Real Value of $42.14 per share. The prevalent price of the fund is $46.45. We determine the value of Jpmorgan Disciplined 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 Disciplined is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Disciplined'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 46.45 | Real 42.14 | Hype 46.45 | Naive 45.95 |
The intrinsic value of Jpmorgan Disciplined'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 Disciplined'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 Disciplined Equity 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 Disciplined more accurately as focusing exclusively on Jpmorgan Disciplined's fundamentals will not take into account other important factors: Jpmorgan Disciplined Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Disciplined's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Disciplined Equity, and traders can use it to determine the average amount a Jpmorgan Disciplined'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 = 0.1153
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| Cash | JDESX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Jpmorgan Disciplined is performing at about 9% 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 Disciplined by adding it to a well-diversified portfolio.
Jpmorgan Disciplined Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Disciplined, and Jpmorgan Disciplined 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 | 17.48 X | ||||
| Price To Book | 2.39 X | ||||
| Price To Sales | 1.61 X | ||||
| Total Asset | 711.19 M | ||||
About Jpmorgan Disciplined Performance
Evaluating Jpmorgan Disciplined's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Disciplined 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 Disciplined 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 U.S. companies. It primarily invests in the common stocks of U.S. companies in the SP 500 Index . The fund may also invest in securities not included within the SP 500 Index.Things to note about Jpmorgan Disciplined performance evaluation
Checking the ongoing alerts about Jpmorgan Disciplined for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Disciplined 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 99.57% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Disciplined'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 Disciplined's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Disciplined'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 Disciplined's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Disciplined's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Disciplined's mutual fund. These opinions can provide insight into Jpmorgan Disciplined's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Disciplined 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 Disciplined security.
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