JPMorgan Active Beta vs. Three Year Return
Based on the measurements of profitability obtained from JPMorgan Active's financial statements, JPMorgan Active Value may not be well positioned to generate adequate gross income at the present time. It has a very high likelihood of underperforming in August. Profitability indicators assess JPMorgan Active's ability to earn profits and add value for shareholders.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real.
For JPMorgan Active profitability analysis, we use financial ratios and fundamental drivers that measure the ability of JPMorgan Active to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well JPMorgan Active Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between JPMorgan Active's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of JPMorgan Active Value over time as well as its relative position and ranking within its peers.
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The market value of JPMorgan Active Value 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 Active's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Active'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 Active's market value can be influenced by many factors that don't directly affect JPMorgan Active'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 Active's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Active is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Active'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.
JPMorgan Active Value Three Year Return vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining JPMorgan Active's current stock value. Our valuation model uses many indicators to compare JPMorgan Active value to that of its competitors to determine the firm's financial worth. JPMorgan Active Value is considered the top ETF in beta as compared to similar ETFs. It also is considered the top ETF in three year return as compared to similar ETFs reporting about 14.88 of Three Year Return per Beta. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the JPMorgan Active's earnings, one of the primary drivers of an investment's value.JPMorgan Three Year Return vs. Beta
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
JPMorgan Active |
| = | 0.86 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
JPMorgan Active |
| = | 12.80 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
JPMorgan Three Year Return Comparison
JPMorgan Active is currently under evaluation in three year return as compared to similar ETFs.
Beta Analysis
JPMorgan Active returns are very sensitive to returns on the market. As the market goes up or down, JPMorgan Active is expected to follow.
JPMorgan Active Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in JPMorgan Active, profitability is also one of the essential criteria for including it into their portfolios because, without profit, JPMorgan Active will eventually generate negative long term returns. The profitability progress is the general direction of JPMorgan Active's change in net profit over the period of time. It can combine multiple indicators of JPMorgan Active, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The adviser seeks to meet its objective by investing primarily in equities, including common stock, preferred stock and bonds which are convertible to common stock, that the adviser identifies to be attractively valued given their growth potential over a long-term time horizon. Jpmorgan Active is traded on NYSEARCA Exchange in the United States.
JPMorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on JPMorgan Active. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of JPMorgan Active position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the JPMorgan Active's important profitability drivers and their relationship over time.
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| Equity Positions Weight vs Three Year Return |
Use JPMorgan Active in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if JPMorgan Active position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in JPMorgan Active will appreciate offsetting losses from the drop in the long position's value.JPMorgan Active Pair Trading
JPMorgan Active Value Pair Trading Analysis
The ability to find closely correlated positions to Paychex could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Paychex when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Paychex - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Paychex to buy it.
The correlation of Paychex is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Paychex moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Paychex moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Paychex can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your JPMorgan Active position
In addition to having JPMorgan Active in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Adviser Favorites Thematic Idea Now
Adviser Favorites
Financial advisors frequently recommend that individuals diversify their investment portfolios with a mix of different types of stocks. These can include blue-chip stocks, growth stocks, and dividend stocks. The Adviser Favorites theme has 17 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Adviser Favorites Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Other Tools for JPMorgan Etf
When running JPMorgan Active's price analysis, check to measure JPMorgan Active'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 Active is operating at the current time. Most of JPMorgan Active's value examination focuses on studying past and present price action to predict the probability of JPMorgan Active'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 Active's price. Additionally, you may evaluate how the addition of JPMorgan Active to your portfolios can decrease your overall portfolio volatility.
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