Jpmorgan Research Market Fund Manager Performance Evaluation
| JMNAX Fund | USD 15.16 0.02 0.13% |
The fund retains a Market Volatility (i.e., Beta) of 0.081, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Research's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Research is expected to be smaller as well.
Risk-Adjusted Performance
30 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Research Market are ranked lower than 30 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Research 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 | 1st of March 2023 | |
| Expense Ratio | 2.9300 |
Jpmorgan |
Jpmorgan Research Relative Risk vs. Return Landscape
If you would invest 1,449 in Jpmorgan Research Market on August 28, 2024 and sell it today you would earn a total of 67.00 from holding Jpmorgan Research Market or generate 4.62% return on investment over 90 days. Jpmorgan Research Market is currently producing 0.0719% returns and takes up 0.1876% volatility of returns over 90 trading days. Put another way, 1% 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 Research Current Valuation
Overvalued
Today
Please note that Jpmorgan Research's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jpmorgan Research Market retains a regular Real Value of $13.9 per share. The prevalent price of the fund is $15.16. We determine the value of Jpmorgan Research Market 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 Research is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Research'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 15.16 | Real 13.9 | Hype 15.18 | Naive 15.24 |
The intrinsic value of Jpmorgan Research'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 Research'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 Research Market 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 Research more accurately as focusing exclusively on Jpmorgan Research's fundamentals will not take into account other important factors: Jpmorgan Research Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Research's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Research Market, and traders can use it to determine the average amount a Jpmorgan Research'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 = 0.3835
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | JMNAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.38 actual daily | 30 70% of assets perform better |
Based on monthly moving average Jpmorgan Research is performing at about 30% 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 Research by adding it to a well-diversified portfolio.
Jpmorgan Research Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Research, and Jpmorgan Research 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 | 18.89 X | ||||
| Price To Book | 2.62 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 22.33 M | ||||
About Jpmorgan Research Performance
Evaluating Jpmorgan Research's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Research 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 Research 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 takes long and short positions in different securities, selecting from a universe of mid- to large-capitalization stocks with characteristics similar to those of the Russell 1000 andor Standard Poors 500 Indexes, in an effort to insulate the funds performance from the effects of general stock market movements. The long and short positions are matched on a variety of risk characteristics in order to limit exposure to macroeconomic factors.Things to note about Jpmorgan Research Market performance evaluation
Checking the ongoing alerts about Jpmorgan Research for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Research Market 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 50.54% of its assets under management (AUM) in cash |
- Analyzing Jpmorgan Research'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 Research's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Research'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 Research's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Research's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Research's mutual fund. These opinions can provide insight into Jpmorgan Research's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Research 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 Research security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Stocks Directory Find actively traded stocks across global markets |