Jpmorgan Hedged Equity Positions Weight vs. Five Year Return

JHQCX Fund  USD 33.47  0.03  0.09%   
Based on the measurements of profitability obtained from Jpmorgan Hedged's financial statements, Jpmorgan Hedged Equity may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Jpmorgan Hedged's ability to earn profits and add value for shareholders.
For Jpmorgan Hedged profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Hedged to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Hedged Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Hedged's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Hedged Equity over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Jpmorgan Hedged's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Hedged is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Hedged's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Jpmorgan Hedged Equity Five Year Return vs. Equity Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Hedged's current stock value. Our valuation model uses many indicators to compare Jpmorgan Hedged value to that of its competitors to determine the firm's financial worth.
Jpmorgan Hedged Equity is rated below average in equity positions weight among similar funds. It also is rated below average in five year return among similar funds reporting about  0.10  of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Jpmorgan Hedged Equity is roughly  9.71 . 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 Hedged's earnings, one of the primary drivers of an investment's value.

Jpmorgan Five Year Return vs. Equity Positions Weight

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Jpmorgan Hedged

Stock Percentage

 = 

% of Equities

in the fund

 = 
98.91 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Jpmorgan Hedged

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
10.18 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Jpmorgan Five Year Return Comparison

Jpmorgan Hedged is currently under evaluation in five year return among similar funds.

Jpmorgan Hedged Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Hedged, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Hedged will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Hedged's change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Hedged, 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. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. companies. The funds investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the SP 500 Index.

Jpmorgan Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Hedged. 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 Hedged 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 Hedged's important profitability drivers and their relationship over time.

Use Jpmorgan Hedged 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 Hedged 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 Hedged will appreciate offsetting losses from the drop in the long position's value.

Jpmorgan Hedged Pair Trading

Jpmorgan Hedged Equity Pair Trading Analysis

The ability to find closely correlated positions to Jpmorgan Hedged 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 Hedged 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 Hedged - 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 Hedged Equity to buy it.
The correlation of Jpmorgan Hedged 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 Hedged moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Hedged Equity 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 Hedged 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Jpmorgan Hedged position

In addition to having Jpmorgan Hedged 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 Farming Thematic Idea Now

Farming
Farming Theme
Companies producing farming products and providing services for farmers. The Farming theme has 37 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 Farming Theme or any other thematic opportunities.
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Other Information on Investing in Jpmorgan Mutual Fund

To fully project Jpmorgan Hedged's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Hedged Equity 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 Hedged's income statement, its balance sheet, and the statement of cash flows.
Potential Jpmorgan Hedged investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Jpmorgan Hedged investors may work on each financial statement separately, they are all related. The changes in Jpmorgan Hedged's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Jpmorgan Hedged's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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