Jpmorgan Etf Performance
| JPHY Etf | USD 45.45 0.18 0.40% |
The etf retains a Market Volatility (i.e., Beta) of -0.0701, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning JPMorgan are expected to decrease at a much lower rate. During the bear market, JPMorgan is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days JPMorgan has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical indicators, JPMorgan is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.09 |
JPMorgan |
JPMorgan Relative Risk vs. Return Landscape
If you would invest 4,545 in JPMorgan on November 2, 2024 and sell it today you would earn a total of 0.00 from holding JPMorgan or generate 0.0% return on investment over 90 days. JPMorgan is currently does not generate positive expected returns and assumes 0.0% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than JPMorgan, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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JPMorgan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan, and traders can use it to determine the average amount a JPMorgan'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 = 0.0
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Based on monthly moving average JPMorgan is not performing at its full potential. However, 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 by adding JPMorgan to a well-diversified portfolio.
JPMorgan Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan, and JPMorgan 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.
| Total Asset | 387.25 M | |||
About JPMorgan Performance
Evaluating JPMorgan's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if JPMorgan 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 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 invests primarily in high yield, high risk debt securities. JPM Diversified is traded on BATS Exchange in the United States.| JPMorgan is not yet fully synchronised with the market data | |
| The fund retains about 9.71% of its assets under management (AUM) in fixed income securities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of JPMorgan 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's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan'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's market value can be influenced by many factors that don't directly affect JPMorgan'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's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan'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.