Jpmorgan Short Intermediate Municipal Fund Manager Performance Evaluation
| OSTAX Fund | USD 10.13 0.01 0.1% |
The fund retains a Market Volatility (i.e., Beta) of 0.0179, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Short-intermedia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Short-intermedia is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Jpmorgan Short Intermediate Municipal has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Jpmorgan Short-intermedia 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 2023 | |
| Expense Ratio | 0.7000 |
Jpmorgan |
Jpmorgan Short-intermedia Relative Risk vs. Return Landscape
If you would invest 1,013 in Jpmorgan Short Intermediate Municipal on August 25, 2024 and sell it today you would earn a total of 0.00 from holding Jpmorgan Short Intermediate Municipal or generate 0.0% return on investment over 90 days. Jpmorgan Short Intermediate Municipal is currently producing 1.0E-4% returns and takes up 0.1098% 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 |
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Jpmorgan Short-intermedia Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Short-intermedia's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Short-intermedia retains a regular Real Value of $9.93 per share. The prevalent price of the fund is $10.13. We determine the value of Jpmorgan Short-intermedia 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-intermedia is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Short-intermedia'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 10.13 | Real 9.93 | Hype 10.13 | Naive 10.14 |
The intrinsic value of Jpmorgan Short-intermedia'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-intermedia'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-intermedia more accurately as focusing exclusively on Jpmorgan Short-intermedia's fundamentals will not take into account other important factors: Jpmorgan Short-intermedia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Short-intermedia's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Short Intermediate Municipal, and traders can use it to determine the average amount a Jpmorgan Short-intermedia'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 = 5.0E-4
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Based on monthly moving average Jpmorgan Short-intermedia 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 Short-intermedia by adding Jpmorgan Short-intermedia to a well-diversified portfolio.
Jpmorgan Short-intermedia Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Short-intermedia, and Jpmorgan Short-intermedia 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 | 95.14 M | ||||
About Jpmorgan Short-intermedia Performance
Evaluating Jpmorgan Short-intermedia's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Short-intermedia 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-intermedia 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-intermedia performance evaluation
Checking the ongoing alerts about Jpmorgan Short-intermedia for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Short-intermedia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Jpmorgan Short-intermedia maintains most of the assets in different exotic instruments. |
- Analyzing Jpmorgan Short-intermedia'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-intermedia's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Short-intermedia'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-intermedia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Short-intermedia's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Short-intermedia's mutual fund. These opinions can provide insight into Jpmorgan Short-intermedia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Short-intermedia 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-intermedia security.
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