Jpmorgan Large Financials
| JLGZX Fund | USD 61.42 1.16 1.92% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Large, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jpmorgan Large Fund Summary
Jpmorgan Large competes with Calvert Moderate, Transamerica Cleartrack, Jpmorgan Smartretirement, Putnman Retirement, and Madison Moderate. Under normal circumstances, at least 80 percent of the funds assets will be invested in the equity securities of large, well-established companies. Jpmorgan Large is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4812C25442 |
| Business Address | Jpmorgan Trust II |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Large Growth |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Large's current stock value. Our valuation model uses many indicators to compare Jpmorgan Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Large competition to find correlations between indicators driving Jpmorgan Large's intrinsic value. More Info.Jpmorgan Large Cap is currently considered the top fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Large Cap is roughly 4.82 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Large by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Large's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Large's earnings, one of the primary drivers of an investment's value.Jpmorgan Large Cap Systematic Risk
Jpmorgan Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Jpmorgan Large Cap correlated with the market. If Beta is less than 0 Jpmorgan Large generally moves in the opposite direction as compared to the market. If Jpmorgan Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Large is generally in the same direction as the market. If Beta > 1 Jpmorgan Large moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Large April 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Jpmorgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jpmorgan Large's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.08 | |||
| Information Ratio | 0.0022 | |||
| Maximum Drawdown | 6.13 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 2.06 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Large Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Jpmorgan Large Cap information on this page should be used as a complementary analysis to other Jpmorgan Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.