Jpmorgan Trust Iv Fund Manager Performance Evaluation
| JSBPX Fund | 21.07 0.10 0.48% |
The fund retains a Market Volatility (i.e., Beta) of 0.71, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jpmorgan Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Trust is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Trust Iv are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Trust is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Jpmorgan Trust Relative Risk vs. Return Landscape
If you would invest 2,052 in Jpmorgan Trust Iv on August 27, 2024 and sell it today you would earn a total of 55.00 from holding Jpmorgan Trust Iv or generate 2.68% return on investment over 90 days. Jpmorgan Trust Iv is currently producing 0.0436% returns and takes up 0.6735% volatility of returns over 90 trading days. Put another way, 5% 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 Trust Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Trust's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Jpmorgan Trust Iv retains a regular Real Value of USD20.93 per share. The prevalent price of the fund is USD21.07. Our model calculates the value of Jpmorgan Trust Iv from evaluating the entity technical indicators and probability of bankruptcy. In general, investors 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 Trust is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Trust'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 21.07 | Real 20.93 | Hype 21.07 | Naive 20.76 |
The intrinsic value of Jpmorgan Trust'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 Trust'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 Trust Iv 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 Trust more accurately as focusing exclusively on Jpmorgan Trust's fundamentals will not take into account other important factors: Jpmorgan Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Trust's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Trust Iv, and traders can use it to determine the average amount a Jpmorgan Trust'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 = 0.0647
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| Negative Returns | JSBPX |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average Jpmorgan Trust is performing at about 5% 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 Trust by adding it to a well-diversified portfolio.
Jpmorgan Trust Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Trust, and Jpmorgan Trust 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.
About Jpmorgan Trust Performance
Evaluating Jpmorgan Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Trust 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 Trust 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 designed to provide exposure to equity, fixed income and cashcash equivalent asset classes by investing in mutual funds and exchange traded funds within the same group of investment companies , passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in securities and other financial instruments.Things to note about Jpmorgan Trust Iv performance evaluation
Checking the ongoing alerts about Jpmorgan Trust for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Trust Iv 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Jpmorgan Trust'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 Trust's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Trust'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 Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Trust's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Trust's mutual fund. These opinions can provide insight into Jpmorgan Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Trust 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 Trust security.
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