Jpmorgan Disciplined Three Year Return vs. Ten Year Return
| JDESX Fund | USD 47.09 0.26 0.56% |
For Jpmorgan Disciplined profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Disciplined to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Disciplined Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Disciplined's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Disciplined Equity over time as well as its relative position and ranking within its peers.
Jpmorgan |
Jpmorgan Disciplined Ten Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Disciplined's current stock value. Our valuation model uses many indicators to compare Jpmorgan Disciplined value to that of its competitors to determine the firm's financial worth. Jpmorgan Disciplined Equity is currently considered the top fund in three year return among similar funds. It also is currently considered the top fund in ten year return among similar funds reporting about 1.25 of Ten Year Return per Three Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Disciplined's earnings, one of the primary drivers of an investment's value.Jpmorgan Ten Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Jpmorgan Disciplined |
| = | 10.19 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Jpmorgan Disciplined |
| = | 12.74 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Jpmorgan Ten Year Return Comparison
Jpmorgan Disciplined is currently under evaluation in ten year return among similar funds.
Jpmorgan Disciplined Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Disciplined, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Disciplined will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Disciplined's change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Disciplined, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the SP 500 Index . The fund may also invest in securities not included within the SP 500 Index.
Jpmorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Disciplined. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Jpmorgan Disciplined position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Jpmorgan Disciplined's important profitability drivers and their relationship over time.
Use Jpmorgan Disciplined in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jpmorgan Disciplined position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jpmorgan Disciplined will appreciate offsetting losses from the drop in the long position's value.Jpmorgan Disciplined Pair Trading
Jpmorgan Disciplined Equity Pair Trading Analysis
The ability to find closely correlated positions to Jpmorgan Disciplined could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jpmorgan Disciplined when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jpmorgan Disciplined - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jpmorgan Disciplined Equity to buy it.
The correlation of Jpmorgan Disciplined is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jpmorgan Disciplined moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Disciplined moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jpmorgan Disciplined can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Jpmorgan Disciplined position
In addition to having Jpmorgan Disciplined in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Recreation Thematic Idea Now
Recreation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Recreation theme has 33 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Recreation Theme or any other thematic opportunities.
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Other Information on Investing in Jpmorgan Mutual Fund
To fully project Jpmorgan Disciplined's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Disciplined at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Jpmorgan Disciplined's income statement, its balance sheet, and the statement of cash flows.
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