Jp Morgan Core Fund Manager Performance Evaluation

Jp Morgan Relative Risk vs. Return Landscape

If you would invest  1,249  in Jp Morgan Core on November 7, 2025 and sell it today you would earn a total of  6.00  from holding Jp Morgan Core or generate 0.48% return on investment over 90 days. Jp Morgan Core is currently producing 0.0081% returns and takes up 0.1724% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than JPBAX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.Assuming the 90 days horizon Jp Morgan is expected to generate 11.07 times less return on investment than the market. But when comparing it to its historical volatility, the company is 4.37 times less risky than the market. It trades about 0.05 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon. Below is the normalized historical share price chart for Jp Morgan Core extending back to October 28, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Jp Morgan stands at 12.55, as last reported on the 5th of February, with the highest price reaching 12.55 and the lowest price hitting 12.55 during the day.

Jp Morgan Target Price Odds to finish over Current Price

Assuming the 90 days horizon Jp Morgan has a beta of 0.0828. This indicates as returns on the market go up, Jp Morgan average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jp Morgan Core will be expected to be much smaller as well. Additionally Jp Morgan Core has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.

Predictive Modules for Jp Morgan

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Jp Morgan Core. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.

Hype Prediction Low Estimated High 12.38 12.55 12.72 Details

Intrinsic Valuation Low Real High 12.38 12.55 12.72 Details

Naive Forecast Low Next High 12.37 12.54 12.72 Details

Bollinger Band Projection (param) Lower Middle Band Upper 12.51 12.55 12.59 Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Jp Morgan. Your research has to be compared to or analyzed against Jp Morgan's peers to derive any actionable benefits. When done correctly, Jp Morgan's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Jp Morgan Core.

Jp Morgan Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Jp Morgan is not an exception. The market had few large corrections towards the Jp Morgan's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Jp Morgan Core, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jp Morgan within the framework of very fundamental risk indicators.

Jp Morgan financial ratios help investors to determine whether JPBAX 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 JPBAX with respect to the benefits of owning Jp Morgan security.