JPMORGAN Five Year Return

GBOCX
 Fund
  

USD 9.49  0.01  0.11%   

JPMORGAN GLOBAL BOND fundamentals help investors to digest information that contributes to JPMORGAN GLOBAL's financial success or failures. It also enables traders to predict the movement of JPMORGAN Mutual Fund. The fundamental analysis module provides a way to measure JPMORGAN GLOBAL's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JPMORGAN GLOBAL mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

JPMORGAN Five Year Return Analysis

JPMORGAN GLOBAL's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current JPMORGAN GLOBAL Five Year Return

    
  3.13 %  
Most of JPMORGAN GLOBAL's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, JPMORGAN GLOBAL BOND is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

JPMORGAN GLOBAL Five Year Return Component Assessment

According to the company disclosure, JPMORGAN GLOBAL BOND has a Five Year Return of 3.13%. This is much higher than that of the JPMorgan family and significantly higher than that of the Multisector Bond category. The five year return for all United States funds is notably lower than that of the firm.

JPMORGAN Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses JPMORGAN GLOBAL's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of JPMORGAN GLOBAL could also be used in its relative valuation, which is a method of valuing JPMORGAN GLOBAL by comparing valuation metrics of similar companies.
JPMORGAN GLOBAL is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for JPMORGAN GLOBAL

The fund consists of 84.41% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
   Value   
       Instrument Type  

JPMORGAN Fundamentals

About JPMORGAN GLOBAL Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JPMORGAN GLOBAL BOND's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JPMORGAN GLOBAL using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JPMORGAN GLOBAL BOND based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Under normal circumstances, the fund will invest at least 80 percent of its assets in bonds. Jpmorgan Global is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards JPMORGAN GLOBAL in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, JPMORGAN GLOBAL's short interest history, or implied volatility extrapolated from JPMORGAN GLOBAL options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as JPMORGAN GLOBAL BOND using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check JPMORGAN GLOBAL Piotroski F Score and JPMORGAN GLOBAL Altman Z Score analysis. 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 Bond Directory module to find actively traded corporate debentures issued by US companies.

Complementary Tools for JPMORGAN Mutual Fund analysis

When running JPMORGAN GLOBAL BOND price analysis, check to measure JPMORGAN GLOBAL'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 GLOBAL is operating at the current time. Most of JPMORGAN GLOBAL's value examination focuses on studying past and present price action to predict the probability of JPMORGAN GLOBAL's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JPMORGAN GLOBAL's price. Additionally, you may evaluate how the addition of JPMORGAN GLOBAL to your portfolios can decrease your overall portfolio volatility.
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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.