Jpmorgan Value Advantage Fund Manager Performance Evaluation
| JVAIX Fund | USD 44.66 0.01 0.02% |
The fund retains a Market Volatility (i.e., Beta) of 0.88, which attests to possible diversification benefits within a given portfolio. Jpmorgan Value returns are very sensitive to returns on the market. As the market goes up or down, Jpmorgan Value is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Value Advantage are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Jpmorgan Value may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 5th of November 2019 | |
| Expense Ratio | 0.6900 |
Jpmorgan |
Jpmorgan Value Relative Risk vs. Return Landscape
If you would invest 4,108 in Jpmorgan Value Advantage on September 1, 2024 and sell it today you would earn a total of 358.00 from holding Jpmorgan Value Advantage or generate 8.71% return on investment over 90 days. Jpmorgan Value Advantage is currently producing 0.1333% returns and takes up 0.743% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Jpmorgan, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Value Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Value's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Value Advantage retains a regular Real Value of $44.1 per share. The prevalent price of the fund is $44.66. We determine the value of Jpmorgan Value Advantage 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 Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Value'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 44.66 | Real 44.1 | Hype 44.66 | Naive 45.04 |
The intrinsic value of Jpmorgan Value'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 Value'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 Value Advantage 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 Value more accurately as focusing exclusively on Jpmorgan Value's fundamentals will not take into account other important factors: Jpmorgan Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Value Advantage, and traders can use it to determine the average amount a Jpmorgan Value'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 = 0.1795
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | JVAIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Jpmorgan Value 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 Value by adding it to a well-diversified portfolio.
Jpmorgan Value Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Value, and Jpmorgan Value 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.
| Price To Earning | 17.86 X | ||||
| Price To Book | 1.75 X | ||||
| Price To Sales | 1.46 X | ||||
| Total Asset | 2.45 B | ||||
About Jpmorgan Value Performance
Evaluating Jpmorgan Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Value 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 Value 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 will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts . It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.Things to note about Jpmorgan Value Advantage performance evaluation
Checking the ongoing alerts about Jpmorgan Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Value Advantage 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 95.88% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Value's mutual fund. These opinions can provide insight into Jpmorgan Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Value 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 Value security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |