Jpmorgan Short Intermediate Municipal Fund Manager Performance Evaluation
| OSTAX Fund | USD 10.27 0.02 0.19% |
The fund retains a Market Volatility (i.e., Beta) of -0.0088, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jpmorgan Short are expected to decrease at a much lower rate. During the bear market, Jpmorgan Short is likely to outperform the market.
Risk-Adjusted Performance
High
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Short Intermediate Municipal are ranked lower than 32 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of July 2025 | |
| Expense Ratio | 0.7000 |
Jpmorgan |
Jpmorgan Short Relative Risk vs. Return Landscape
If you would invest 1,014 in Jpmorgan Short Intermediate Municipal on November 28, 2025 and sell it today you would earn a total of 13.00 from holding Jpmorgan Short Intermediate Municipal or generate 1.28% return on investment over 90 days. Jpmorgan Short Intermediate Municipal is currently producing 0.0209% returns and takes up 0.0508% 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 Short Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Short Inter retains a regular Real Value of $10.26 per share. The prevalent price of the fund is $10.27. We determine the value of Jpmorgan Short Inter 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 Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Short'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 10.27 | Real 10.26 | Hype 10.27 | Naive 10.28 |
The intrinsic value of Jpmorgan Short'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 Short'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 Short Intermediate Municipal 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 Short more accurately as focusing exclusively on Jpmorgan Short's fundamentals will not take into account other important factors: Jpmorgan Short Target Price Odds to finish over Current Price
The tendency of Jpmorgan Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.27 | 90 days | 10.27 | about 13.19 |
Based on a normal probability distribution, the odds of Jpmorgan Short to move above the current price in 90 days from now is about 13.19 (This Jpmorgan Short Intermediate Municipal probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Jpmorgan Short Price Density |
| Price |
Predictive Modules for Jpmorgan Short
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Jpmorgan Short Inter. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Jpmorgan Short Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan Short is not an exception. The market had few large corrections towards the Jpmorgan Short's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Jpmorgan Short Intermediate Municipal, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan Short within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.0088 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -1.76 |
Jpmorgan Short Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Jpmorgan Short for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan Short Inter can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Jpmorgan is showing solid risk-adjusted performance over 90 days | |
| The fund maintains most of the assets in different exotic instruments. |
Jpmorgan Short Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Short, and Jpmorgan Short 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 | 112.28 M | ||||
About Jpmorgan Short Performance
Evaluating Jpmorgan Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Short 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 Short 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 at least 80 percent of its net assets in municipal bonds, the income from which is exempt from federal income tax. This is a fundamental policy. Up to 25 percent of the its assets may be invested in municipal securities, the interest on which may be subject to the federal alternative minimum tax for individuals. It invests in a portfolio of municipal bonds with an average weighted maturity of one to five years.Things to note about Jpmorgan Short Inter performance evaluation
Checking the ongoing alerts about Jpmorgan Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Short Inter help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan is showing solid risk-adjusted performance over 90 days | |
| The fund maintains most of the assets in different exotic instruments. |
- Analyzing Jpmorgan Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Short's mutual fund. These opinions can provide insight into Jpmorgan Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Short 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 Short security.
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