Jpmorgan Tax Ten Year Return vs. Cash Position Weight
| TXRAX Fund | USD 9.49 0.01 0.11% |
For Jpmorgan Tax profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Tax to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Tax Aware utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Tax's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Tax Aware over time as well as its relative position and ranking within its peers.
Jpmorgan |
Jpmorgan Tax Aware Cash Position Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Tax's current stock value. Our valuation model uses many indicators to compare Jpmorgan Tax value to that of its competitors to determine the firm's financial worth. Jpmorgan Tax Aware is rated top fund in ten year return among similar funds. It also is rated top fund in cash position weight among similar funds creating about 8.43 of Cash Position Weight per Ten 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 Tax's earnings, one of the primary drivers of an investment's value.Jpmorgan Cash Position Weight vs. Ten Year Return
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 Tax |
| = | 1.22 % |
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Jpmorgan Tax |
| = | 10.29 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Jpmorgan Cash Position Weight Comparison
Jpmorgan Tax is currently under evaluation in cash position weight among similar funds.
Jpmorgan Tax Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Tax, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Tax will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Tax's change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Tax, 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 designed to protect after-tax return by, under normal circumstances, primarily investing in a portfolio of municipal obligations whose interest payments are excluded from federal income taxes. Because of the limited supply of inflation-protected municipal securities, the fund seeks to synthetically create inflation protection by investing in a combination of conventional municipal securities and inflation-linked derivatives such as Non-Seasonally Adjusted Consumer Price Index for all Urban Consumers swaps.
Jpmorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Tax. 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 Tax 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 Tax's important profitability drivers and their relationship over time.
Use Jpmorgan Tax 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 Tax 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 Tax will appreciate offsetting losses from the drop in the long position's value.Jpmorgan Tax Pair Trading
Jpmorgan Tax Aware Pair Trading Analysis
The ability to find closely correlated positions to Jpmorgan Tax 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 Tax 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 Tax - 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 Tax Aware to buy it.
The correlation of Jpmorgan Tax 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 Tax moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Tax Aware 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 Tax 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 Tax position
In addition to having Jpmorgan Tax 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 Stores Thematic Idea Now
Stores
Companies providing different types of retail and wholesale services. The Stores theme has 43 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 Stores Theme or any other thematic opportunities.
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Other Information on Investing in Jpmorgan Mutual Fund
To fully project Jpmorgan Tax's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Tax Aware 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 Tax's income statement, its balance sheet, and the statement of cash flows.
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