Jp Morgan Smartretirement Fund Manager Performance Evaluation
| JTSQX Fund | USD 25.07 0.05 0.20% |
The fund owns a Beta (Systematic Risk) of 0.76, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jp Morgan's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jp Morgan is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jp Morgan Smartretirement are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jp Morgan may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio | 0.6600 |
JTSQX |
Jp Morgan Relative Risk vs. Return Landscape
If you would invest 2,228 in Jp Morgan Smartretirement on April 26, 2025 and sell it today you would earn a total of 279.00 from holding Jp Morgan Smartretirement or generate 12.52% return on investment over 90 days. Jp Morgan Smartretirement is currently producing 0.1925% returns and takes up 0.6368% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than JTSQX, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jp Morgan Current Valuation
Overvalued
Today
Please note that Jp Morgan's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jp Morgan Smartretirement owns a latest Real Value of $23.84 per share. The recent price of the fund is $25.07. We determine the value of Jp Morgan Smartretirement from reviewing 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, in the future, mutual fund prices and their ongoing real values will blend.
Since Jp Morgan is currently traded on the exchange, buyers and sellers on that exchange determine the market value of JTSQX Mutual Fund. However, Jp Morgan'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 25.07 | Real 23.84 | Hype 25.02 | Naive 24.98 |
The intrinsic value of Jp Morgan'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 Jp Morgan'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 Jp Morgan Smartretirement helps investors to forecast how JTSQX 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 Jp Morgan more accurately as focusing exclusively on Jp Morgan's fundamentals will not take into account other important factors: Jp Morgan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jp Morgan's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jp Morgan Smartretirement, and traders can use it to determine the average amount a Jp Morgan'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 = 0.3022
| Best Portfolio | Best Equity | |||
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| Small Returns | JTSQX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average Jp Morgan is performing at about 23% 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 Jp Morgan by adding it to a well-diversified portfolio.
Jp Morgan Fundamentals Growth
JTSQX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jp Morgan, and Jp Morgan 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 JTSQX Mutual Fund performance.
| Total Asset | 2.86 B | |||
About Jp Morgan Performance
Evaluating Jp Morgan's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jp Morgan 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 Jp Morgan 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 is generally intended for investors who plan to retire around the year 2050 . Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.Things to note about Jp Morgan Smartretirement performance evaluation
Checking the ongoing alerts about Jp Morgan for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jp Morgan Smartretirement 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 89.06% of its assets under management (AUM) in equities |
- Analyzing Jp Morgan'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 Jp Morgan's stock is overvalued or undervalued compared to its peers.
- Examining Jp Morgan'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 Jp Morgan's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jp Morgan's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jp Morgan's mutual fund. These opinions can provide insight into Jp Morgan's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JTSQX Mutual Fund
Jp Morgan financial ratios help investors to determine whether JTSQX 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 JTSQX with respect to the benefits of owning Jp Morgan security.
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