Jpmorgan Equity Financials
| JUEMX Fund | USD 23.06 0.05 0.22% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Equity, 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 Equity Fund Summary
Jpmorgan Equity competes with Mfs Research, Short Term, T Rowe, Commodityrealreturn, and International Equity. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20 percent of its assets in common stocks of foreign companies, including depositary receipts.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US48121L8173 |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
You should never invest in Jpmorgan Equity Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Jpmorgan Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Jpmorgan Equity's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Jpmorgan Equity Key Financial Ratios
Generally speaking, Jpmorgan Equity's financial ratios allow both analysts and investors to convert raw data from Jpmorgan Equity's financial statements into concise, actionable information that can be used to evaluate the performance of Jpmorgan Equity over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Jpmorgan Equity reports annually and quarterly.Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Equity's current stock value. Our valuation model uses many indicators to compare Jpmorgan Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Equity competition to find correlations between indicators driving Jpmorgan Equity's intrinsic value. More Info.Jpmorgan Equity Fund 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 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Equity Fund is roughly 7.13 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Equity'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 Equity's earnings, one of the primary drivers of an investment's value.Jpmorgan Equity Systematic Risk
Jpmorgan Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Equity 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 fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Jpmorgan Equity correlated with the market. If Beta is less than 0 Jpmorgan Equity generally moves in the opposite direction as compared to the market. If Jpmorgan Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Equity is generally in the same direction as the market. If Beta > 1 Jpmorgan Equity moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Equity April 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Equity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Equity Fund 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 Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7006 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 3.47 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 1.34 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Equity Fund. 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 population. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.