Jpmorgan Equity Income Fund Manager Performance Evaluation
| OIEIX Fund | USD 26.71 0.22 0.83% |
The fund retains a Market Volatility (i.e., Beta) of 0.82, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jpmorgan Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Equity is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Equity Income are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Jpmorgan Equity may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 17th of February 2023 | |
| Expense Ratio | 0.9500 |
Jpmorgan |
Jpmorgan Equity Relative Risk vs. Return Landscape
If you would invest 2,484 in Jpmorgan Equity Income on August 25, 2024 and sell it today you would earn a total of 187.00 from holding Jpmorgan Equity Income or generate 7.53% return on investment over 90 days. Jpmorgan Equity Income is currently producing 0.114% returns and takes up 0.6761% 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 Equity Current Valuation
Undervalued
Today
Please note that Jpmorgan Equity's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Jpmorgan Equity Income retains a regular Real Value of $29.11 per share. The prevalent price of the fund is $26.71. We determine the value of Jpmorgan Equity Income 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Equity'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 26.71 | Real 29.11 | Hype 26.71 | Naive 26.67 |
The intrinsic value of Jpmorgan Equity'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 Equity'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 Equity Income 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 Equity more accurately as focusing exclusively on Jpmorgan Equity's fundamentals will not take into account other important factors: 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 mutual funds, such as Jpmorgan Equity Income, 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 = 0.1686
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | OIEIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Jpmorgan Equity is performing at about 13% 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 Mutual Fund 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 Mutual Fund performance.
| Price To Earning | 18.52 X | ||||
| Price To Book | 2.36 X | ||||
| Price To Sales | 2.27 X | ||||
| Total Asset | 4.43 B | ||||
About Jpmorgan Equity Performance
Evaluating Jpmorgan Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. Although the fund invests primarily in securities of large cap companies, it may invest in equity investments of companies across all market capitalizations.Things to note about Jpmorgan Equity Income performance evaluation
Checking the ongoing alerts about Jpmorgan Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Jpmorgan Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Jpmorgan Equity's mutual fund performance include:- Analyzing Jpmorgan Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Equity's mutual fund. These opinions can provide insight into Jpmorgan Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Equity 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 Equity security.
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |