Jpmorgan Smartretirement* Five Year Return vs. Price To Sales
JOBEX Fund | USD 32.45 0.12 0.37% |
For Jpmorgan Smartretirement* profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Smartretirement* to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Smartretirement Blend utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Smartretirement*'s most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Smartretirement Blend over time as well as its relative position and ranking within its peers.
Jpmorgan |
Jpmorgan Smartretirement* Price To Sales vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Smartretirement*'s current stock value. Our valuation model uses many indicators to compare Jpmorgan Smartretirement* value to that of its competitors to determine the firm's financial worth. Jpmorgan Smartretirement Blend is currently considered the top fund in five year return among similar funds. It also is currently considered the top fund in price to sales among similar funds fabricating about 0.18 of Price To Sales per Five Year Return. The ratio of Five Year Return to Price To Sales for Jpmorgan Smartretirement Blend is roughly 5.70 . 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 Smartretirement*'s earnings, one of the primary drivers of an investment's value.Jpmorgan Price To Sales vs. Five Year Return
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 Smartretirement* |
| = | 8.26 % |
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.
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Jpmorgan Smartretirement* |
| = | 1.45 X |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Jpmorgan Price To Sales Comparison
Jpmorgan Smartretirement is currently under evaluation in price to sales among similar funds.
Jpmorgan Smartretirement* Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Smartretirement*, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Smartretirement* will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Smartretirement*'s change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Smartretirement*, 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.
The fund is generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cashcash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in securities and other financial instruments.
Jpmorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Smartretirement**. 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 Smartretirement* 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 Smartretirement*'s important profitability drivers and their relationship over time.
Use Jpmorgan Smartretirement* 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 Smartretirement* 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 Smartretirement* will appreciate offsetting losses from the drop in the long position's value.Jpmorgan Smartretirement* Pair Trading
Jpmorgan Smartretirement Blend Pair Trading Analysis
The ability to find closely correlated positions to Jpmorgan Smartretirement* 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 Smartretirement* 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 Smartretirement* - 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 Smartretirement Blend to buy it.
The correlation of Jpmorgan Smartretirement* 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 Smartretirement* moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Smartretirement* 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 Smartretirement* 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 Smartretirement* position
In addition to having Jpmorgan Smartretirement* 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 Basic Utilities Thematic Idea Now
Basic Utilities
Companies involved in production and distribution of electric, gas, water, and other energy utilities. The Basic Utilities theme has 44 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 Basic Utilities Theme or any other thematic opportunities.
View All Next | Launch |
Other Information on Investing in Jpmorgan Mutual Fund
To fully project Jpmorgan Smartretirement*'s future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Smartretirement* 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 Smartretirement*'s income statement, its balance sheet, and the statement of cash flows.
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Insider Screener Find insiders across different sectors to evaluate their impact on performance |