Jpmorgan Investor Balanced Fund Manager Performance Evaluation
| JFQUX Fund | USD 16.84 0.01 0.06% |
The fund retains a Market Volatility (i.e., Beta) of 0.39, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jpmorgan Investor's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Investor 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 Jpmorgan Investor Balanced are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Investor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4600 |
Jpmorgan |
Jpmorgan Investor Relative Risk vs. Return Landscape
If you would invest 1,623 in Jpmorgan Investor Balanced on September 4, 2024 and sell it today you would earn a total of 61.00 from holding Jpmorgan Investor Balanced or generate 3.76% return on investment over 90 days. Jpmorgan Investor Balanced is currently producing 0.0583% returns and takes up 0.363% volatility of returns over 90 trading days. Put another way, 3% 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 Investor Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Investor's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Investor retains a regular Real Value of $16.76 per share. The prevalent price of the fund is $16.84. We determine the value of Jpmorgan Investor 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 Investor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Investor'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 16.84 | Real 16.76 | Hype 16.84 | Naive 16.91 |
The intrinsic value of Jpmorgan Investor'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 Investor'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 Investor Balanced 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 Investor more accurately as focusing exclusively on Jpmorgan Investor's fundamentals will not take into account other important factors: Jpmorgan Investor Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Investor's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Investor Balanced, and traders can use it to determine the average amount a Jpmorgan Investor'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 = 0.1606
| Best Portfolio | Best Equity | |||
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| Cash | JFQUX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 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 Jpmorgan Investor 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 Jpmorgan Investor by adding it to a well-diversified portfolio.
Jpmorgan Investor Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Investor, and Jpmorgan Investor 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 | 5.13 B | ||||
About Jpmorgan Investor Performance
Evaluating Jpmorgan Investor's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Investor 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 Investor 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 a fund of funds. Its main investment strategy is to invest in other J.P. Morgan Funds . Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 50 percent in income securities and 50 percent in equity securities.Things to note about Jpmorgan Investor performance evaluation
Checking the ongoing alerts about Jpmorgan Investor for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Investor 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 6.56% of its assets under management (AUM) in cash |
- Analyzing Jpmorgan Investor'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 Investor's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Investor'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 Investor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Investor's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Investor's mutual fund. These opinions can provide insight into Jpmorgan Investor's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Investor 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 Investor security.
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