Jpmorgan Mutual Fund Buy Hold or Sell Recommendation

GBOCX
 Fund
  

USD 9.39  0.03  0.32%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Jpmorgan Global Bond is 'Cautious Hold'. Macroaxis provides Jpmorgan Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding GBOCX positions. The advice algorithm takes into account all of Jpmorgan Global's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Jpmorgan Global's buy-and-hold perspective. Please check Jpmorgan Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Jpmorgan and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Jpmorgan Global Bond.

Execute Jpmorgan Global Buy or Sell Advice

The Jpmorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Jpmorgan Global Bond. Macroaxis does not own or have any residual interests in Jpmorgan Global Bond or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jpmorgan Global's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan GlobalBuy Jpmorgan Global
Cautious Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Jpmorgan Global Bond has a Mean Deviation of 0.2608, Standard Deviation of 0.3226 and Variance of 0.1041
We provide advice to complement the regular expert consensus on Jpmorgan Global. Our dynamic recommendation engine utilizes a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Please utilize Jpmorgan Global Bond net asset and bond positions weight to make buy, hold, or sell decision on Jpmorgan Global.

Jpmorgan Global Trading Alerts and Improvement Suggestions

Jpmorgan Global Bond is unlikely to experience financial distress in the next 2 years
On 28th of October 2022 Jpmorgan Global paid $ 0.0318 per share dividend to its current shareholders
The fund retains about 5.28% of its assets under management (AUM) in cash

Jpmorgan Global Returns Distribution Density

The distribution of Jpmorgan Global's historical returns is an attempt to chart the uncertainty of Jpmorgan Global's future price movements. The chart of the probability distribution of Jpmorgan Global stock daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Global Bond price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Global returns is essential to provide solid investment advice for Jpmorgan Global.
Mean Return-0.01Value At Risk-0.44
Potential Upside0.55Standard Deviation0.32
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jpmorgan Global historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Jpmorgan Global Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Jpmorgan Global or JPMorgan sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Jpmorgan Global's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Jpmorgan fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.02
β
Beta against DOW0.0125
σ
Overall volatility
0.32
Ir
Information ratio -0.29

Jpmorgan Global Volatility Alert

Jpmorgan Global Bond exhibits very low volatility with skewness of 0.46 and kurtosis of 0.31. However, we advise investors to further study Jpmorgan Global Bond technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jpmorgan Global's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jpmorgan Global's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Jpmorgan Global Fundamentals Vs Peers

Comparing Jpmorgan Global's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Jpmorgan Global's direct or indirect competition across all of the common fundamentals between Jpmorgan Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Global to competition
FundamentalsJpmorgan GlobalPeer Average
One Year Return2.68 %4.15 %
Three Year Return2.69 %3.60 %
Five Year Return3.13 %3.24 %
Net Asset3.99 B4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight5.28 %10.61 %
Equity Positions Weight0.27 %63.90 %
Bond Positions Weight84.41 %11.24 %

About Jpmorgan Global Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Global Bond? Buying financial instruments such as Jpmorgan Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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In addition to having Jpmorgan Global 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.

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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading 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 Trading Theme or any other thematic opportunities.
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Please check Jpmorgan Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Jpmorgan Global Bond information on this page should be used as a complementary analysis to other Jpmorgan Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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Please note, there is a significant difference between Jpmorgan Global's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Global value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Global'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.