Jpmorgan Income Fund Manager Performance Evaluation
| JMSIX Fund | USD 8.50 0.01 0.12% |
The fund retains a Market Volatility (i.e., Beta) of 0.0011, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Income is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Income Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Jpmorgan Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of July 2023 | |
| Expense Ratio | 0.4000 |
Jpmorgan |
Jpmorgan Income Relative Risk vs. Return Landscape
If you would invest 836.00 in Jpmorgan Income Fund on August 16, 2024 and sell it today you would earn a total of 14.00 from holding Jpmorgan Income Fund or generate 1.67% return on investment over 90 days. Jpmorgan Income Fund is currently producing 0.0261% returns and takes up 0.1418% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Jpmorgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Income Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Income retains a regular Real Value of $8.49 per share. The prevalent price of the fund is $8.5. We determine the value of Jpmorgan Income from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Jpmorgan Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Income's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.5 | Real 8.49 | Hype 8.5 | Naive 8.52 |
The intrinsic value of Jpmorgan Income's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jpmorgan Income's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Jpmorgan Income Fund helps investors to forecast how Jpmorgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jpmorgan Income more accurately as focusing exclusively on Jpmorgan Income's fundamentals will not take into account other important factors: Jpmorgan Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Income Fund, and traders can use it to determine the average amount a Jpmorgan Income'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 = 0.1837
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JMSIX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Jpmorgan Income is performing at about 14% 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 Income by adding it to a well-diversified portfolio.
Jpmorgan Income Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Income, and Jpmorgan Income 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 Mutual Fund performance.
| Total Asset | 5.64 B | ||||
About Jpmorgan Income Performance
Evaluating Jpmorgan Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Income has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Jpmorgan Income has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in U.S. dollar denominated securities, although the fund may also invest in non-dollar denominated securities. Although it has the flexibility to invest above 65 percent of its total assets in investments that are rated below investment grade or the unrated equivalent to take advantage of market opportunities, under normal market conditions the fund invests at least 35 percent of its total assets in investments that, at the time of purchase, are rated investment grade or the unrated equivalent.Things to note about Jpmorgan Income performance evaluation
Checking the ongoing alerts about Jpmorgan Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 96.91% of its assets under management (AUM) in fixed income securities |
- Analyzing Jpmorgan Income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jpmorgan Income's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jpmorgan Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Income's mutual fund. These opinions can provide insight into Jpmorgan Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Income financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Income security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |