Jp Morgan Annual Yield vs. Net Asset
| JTSQX Fund | USD 23.45 0.12 0.51% |
For Jp Morgan profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jp Morgan to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jp Morgan Smartretirement utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jp Morgan's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jp Morgan Smartretirement over time as well as its relative position and ranking within its peers.
JTSQX |
Jp Morgan Smartretirement Net Asset vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jp Morgan's current stock value. Our valuation model uses many indicators to compare Jp Morgan value to that of its competitors to determine the firm's financial worth. Jp Morgan Smartretirement is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in net asset among similar funds making up about 276,951,219,021 of Net Asset per Annual Yield. 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 Jp Morgan's earnings, one of the primary drivers of an investment's value.JTSQX Net Asset vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Jp Morgan |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Jp Morgan |
| = | 3.96 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
JTSQX Net Asset Comparison
Jp Morgan is currently under evaluation in net asset among similar funds.
Jp Morgan Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jp Morgan, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jp Morgan will eventually generate negative long term returns. The profitability progress is the general direction of Jp Morgan's change in net profit over the period of time. It can combine multiple indicators of Jp Morgan, 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 2050 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income 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 other financial instruments.
JTSQX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jp Morgan. 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 Jp Morgan 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 Jp Morgan's important profitability drivers and their relationship over time.
Use Jp Morgan 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 Jp Morgan 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 Jp Morgan will appreciate offsetting losses from the drop in the long position's value.Jp Morgan Pair Trading
Jp Morgan Smartretirement Pair Trading Analysis
The ability to find closely correlated positions to Jp Morgan could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jp Morgan 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 Jp Morgan - 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 Jp Morgan Smartretirement to buy it.
The correlation of Jp Morgan 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 Jp Morgan moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jp Morgan 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 Jp Morgan 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 Jp Morgan position
In addition to having Jp Morgan 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 Alcohol Thematic Idea Now
Alcohol
Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 45 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 Alcohol Theme or any other thematic opportunities.
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Other Information on Investing in JTSQX Mutual Fund
To fully project Jp Morgan's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jp Morgan 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 Jp Morgan's income statement, its balance sheet, and the statement of cash flows.
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