Jpmorgan Value Advantage Fund Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Jpmorgan Value are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Jpmorgan Value Advantage has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Jpmorgan Value 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 | 5th of November 2019 | |
| Expense Ratio | 0.6900 |
Jpmorgan |
Jpmorgan Value Relative Risk vs. Return Landscape
If you would invest (100.00) in Jpmorgan Value Advantage on April 28, 2025 and sell it today you would earn a total of 100.00 from holding Jpmorgan Value Advantage or generate -100.0% return on investment over 90 days. Jpmorgan Value Advantage is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 |
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Jpmorgan Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Value Advantage, and traders can use it to determine the average amount a Jpmorgan Value'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 = 0.0
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Based on monthly moving average Jpmorgan Value is not performing at its full potential. However, 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 Value by adding Jpmorgan Value to a well-diversified portfolio.
Jpmorgan Value Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Value, and Jpmorgan Value 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.
| Price To Earning | 17.86 X | ||||
| Price To Book | 1.75 X | ||||
| Price To Sales | 1.46 X | ||||
| Total Asset | 2.45 B | ||||
Things to note about Jpmorgan Value Advantage performance evaluation
Checking the ongoing alerts about Jpmorgan Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Value Advantage help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan Value is not yet fully synchronised with the market data | |
| Jpmorgan Value has some characteristics of a very speculative penny stock | |
| The fund retains 95.88% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Value's mutual fund. These opinions can provide insight into Jpmorgan Value's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Other Tools for Jpmorgan Mutual Fund
When running Jpmorgan Value's price analysis, check to measure Jpmorgan Value's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jpmorgan Value is operating at the current time. Most of Jpmorgan Value's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Value's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jpmorgan Value's price. Additionally, you may evaluate how the addition of Jpmorgan Value to your portfolios can decrease your overall portfolio volatility.
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