Jpmorgan Equity Focus Etf Performance
| JPEF Etf | 69.34 0.30 0.43% |
The etf retains a Market Volatility (i.e., Beta) of 0.9, which attests to possible diversification benefits within a given portfolio. JPMorgan Equity returns are very sensitive to returns on the market. As the market goes up or down, JPMorgan Equity is expected to follow.
Risk-Adjusted Performance
14 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Equity Focus are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak technical and fundamental indicators, JPMorgan Equity may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | JPMorgan Equity Focus ETF Reaches New 52-Week High Heres What Happened | 10/11/2024 |
2 | 6,516 Shares in JPMorgan Equity Focus ETF Purchased by Crestwood Advisors Group LLC | 11/07/2024 |
| In Threey Sharp Ratio | 0.51 |
JPMorgan |
JPMorgan Equity Relative Risk vs. Return Landscape
If you would invest 6,326 in JPMorgan Equity Focus on September 1, 2024 and sell it today you would earn a total of 608.00 from holding JPMorgan Equity Focus or generate 9.61% return on investment over 90 days. JPMorgan Equity Focus is currently generating 0.1464% in daily expected returns and assumes 0.7708% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than JPMorgan, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
JPMorgan Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Equity Focus, and traders can use it to determine the average amount a JPMorgan Equity'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 = 0.1899
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| Cash | JPEF | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average JPMorgan Equity is performing at about 14% 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 Equity by adding it to a well-diversified portfolio.
JPMorgan Equity Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Equity, and JPMorgan Equity 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 Etf performance.
About JPMorgan Equity Performance
By analyzing JPMorgan Equity's fundamental ratios, stakeholders can gain valuable insights into JPMorgan Equity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPMorgan Equity 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 Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
JPMorgan Equity is entity of United States. It is traded as Etf on NASDAQ exchange.| Latest headline from thelincolnianonline.com: 6,516 Shares in JPMorgan Equity Focus ETF Purchased by Crestwood Advisors Group LLC |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Equity Focus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
The market value of JPMorgan Equity Focus is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Equity's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Equity's market value can be influenced by many factors that don't directly affect JPMorgan Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.