Jpmorgan Preferred And Fund Manager Performance Evaluation
| JPDIX Fund | USD 9.68 0.01 0.10% |
The fund retains a Market Volatility (i.e., Beta) of 0.0207, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Preferred's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Preferred is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Preferred And are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Jpmorgan Preferred is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreJpmorgan |
Jpmorgan Preferred Relative Risk vs. Return Landscape
If you would invest 950.00 in Jpmorgan Preferred And on August 26, 2024 and sell it today you would earn a total of 18.00 from holding Jpmorgan Preferred And or generate 1.89% return on investment over 90 days. Jpmorgan Preferred And is currently producing 0.029% returns and takes up 0.147% 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 Preferred Current Valuation
Overvalued
Today
Please note that Jpmorgan Preferred's price fluctuation is very steady at this time. Jpmorgan Preferred And retains a regular Real Value of $8.9 per share. The prevalent price of the fund is $9.68. Our model calculates the value of Jpmorgan Preferred And from evaluating the entity technical indicators and probability of bankruptcy. In general, investors 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 Preferred is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Preferred'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 9.68 | Real 8.9 | Hype 9.68 | Naive 9.64 |
The intrinsic value of Jpmorgan Preferred'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 Preferred'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 Preferred And 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 Preferred more accurately as focusing exclusively on Jpmorgan Preferred's fundamentals will not take into account other important factors: Jpmorgan Preferred Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Preferred's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Preferred And, and traders can use it to determine the average amount a Jpmorgan Preferred'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 = 0.1972
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JPDIX |
Estimated Market Risk
| 0.15 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
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Jpmorgan Preferred is performing at about 15% 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 Preferred by adding it to a well-diversified portfolio.
About Jpmorgan Preferred Performance
Evaluating Jpmorgan Preferred's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Preferred 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 Preferred 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.
Things to note about Jpmorgan Preferred And performance evaluation
Checking the ongoing alerts about Jpmorgan Preferred for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Preferred And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Jpmorgan Preferred's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Jpmorgan Preferred's mutual fund performance include:- Analyzing Jpmorgan Preferred'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 Preferred's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Preferred'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 Preferred's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Preferred's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Preferred's mutual fund. These opinions can provide insight into Jpmorgan Preferred's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Preferred 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 Preferred security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |