Jpmorgan Limited Duration Manager Performance
| JUSUXDelisted Fund | USD 9.71 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Jpmorgan Limited are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Jpmorgan Limited Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Jpmorgan Limited is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 9.53 | |
| Fifty Two Week High | 10.10 |
Jpmorgan |
Jpmorgan Limited Relative Risk vs. Return Landscape
If you would invest 971.00 in Jpmorgan Limited Duration on September 3, 2024 and sell it today you would earn a total of 0.00 from holding Jpmorgan Limited Duration or generate 0.0% return on investment over 90 days. Jpmorgan Limited Duration is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Limited Current Valuation
Overvalued
Today
Please note that Jpmorgan Limited's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jpmorgan Limited Duration retains a regular Real Value of $8.97 per share. The prevalent price of the fund is $9.71. We determine the value of Jpmorgan Limited Duration 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 Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Limited'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 9.71 | Real 8.97 | Hype 9.71 | Naive 9.74 |
The intrinsic value of Jpmorgan Limited'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 Limited'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 Limited Duration 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 Limited more accurately as focusing exclusively on Jpmorgan Limited's fundamentals will not take into account other important factors: Jpmorgan Limited Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Limited's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Limited Duration, and traders can use it to determine the average amount a Jpmorgan Limited'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 Limited 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 Limited by adding Jpmorgan Limited to a well-diversified portfolio.
Jpmorgan Limited Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Limited, and Jpmorgan Limited 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.
| Total Asset | 1.23 B | |||
About Jpmorgan Limited Performance
Evaluating Jpmorgan Limited's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Limited 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 Limited 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 mainly invests in mortgage-backed securities, asset-backed securities, mortgage-related securities, adjustable rate mortgages, money market instruments, and structured investments. Jpmorgan Limited is traded on NASDAQ Exchange in the United States.Things to note about Jpmorgan Limited Duration performance evaluation
Checking the ongoing alerts about Jpmorgan Limited for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Limited Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan Limited is not yet fully synchronised with the market data | |
| Jpmorgan Limited has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 8.99% of its assets under management (AUM) in cash |
- Analyzing Jpmorgan Limited'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 Limited's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Limited'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 Limited's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Limited's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Limited's mutual fund. These opinions can provide insight into Jpmorgan Limited's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Consideration for investing in Jpmorgan Mutual Fund
If you are still planning to invest in Jpmorgan Limited Duration check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Jpmorgan Limited's history and understand the potential risks before investing.
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