JPMORGAN Three Year Return

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 Three Year Return Analysis

JPMORGAN GLOBAL's 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.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
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Current JPMORGAN GLOBAL Three Year Return

    
  2.69 %  
Most of JPMORGAN GLOBAL's fundamental indicators, such as Three 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 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.
Compare to competition

JPMORGAN GLOBAL Three Year Return Component Assessment

Based on the latest financial disclosure, JPMORGAN GLOBAL BOND has a Three Year Return of 2.69%. This is much higher than that of the JPMorgan family and significantly higher than that of the Multisector Bond category. The three year return for all United States funds is notably lower than that of the firm.

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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

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Our tools can tell you how much better you can do entering a position in JPMORGAN GLOBAL 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.

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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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Please check Risk vs Return 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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

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.