JPMorgan Active Beta vs. Three Year Return
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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 |
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Our tools can tell you how much better you can do entering a position in JPMorgan Active without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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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?
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Retail
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail theme has 61 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 Retail Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
To fully project JPMorgan Active's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of JPMorgan Active Value at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include JPMorgan Active's income statement, its balance sheet, and the statement of cash flows.