Jpmorgan Alerian Mlp Etf Performance
| AMJ Etf | USD 28.45 0.11 0.39% |
The etf retains a Market Volatility (i.e., Beta) of 0.75, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, JPMorgan Alerian's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Alerian is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Alerian MLP are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak primary indicators, JPMorgan Alerian may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
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| In Threey Sharp Ratio | 1.18 |
JPMorgan |
JPMorgan Alerian Relative Risk vs. Return Landscape
If you would invest 2,630 in JPMorgan Alerian MLP on January 29, 2024 and sell it today you would earn a total of 215.00 from holding JPMorgan Alerian MLP or generate 8.17% return on investment over 90 days. JPMorgan Alerian MLP is generating 0.126% of daily returns assuming volatility of 0.7921% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than JPMorgan, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
JPMorgan Alerian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Alerian's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Alerian MLP, and traders can use it to determine the average amount a JPMorgan Alerian's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.159
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Estimated Market Risk
| 0.79 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average JPMorgan Alerian is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JPMorgan Alerian by adding it to a well-diversified portfolio.
JPMorgan Alerian Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Alerian, and JPMorgan Alerian fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on JPMorgan Etf performance.
| Total Asset | 2.13 B | |||
About JPMorgan Alerian Performance
To evaluate JPMorgan Alerian MLP Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when JPMorgan Alerian generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare JPMorgan Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand JPMorgan Alerian MLP market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents JPMorgan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The index tracks the performance of midstream energy Master Limited Partnerships. Alerian MLP is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Defining An ETN Vs. ETF - etf.com | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in JPMorgan Alerian MLP. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
The market value of JPMorgan Alerian MLP is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Alerian's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Alerian's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Alerian's market value can be influenced by many factors that don't directly affect JPMorgan Alerian's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Alerian's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Alerian is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Alerian's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.