Jpmorgan Mutual Fund Manager Performance Evaluation

GBOCX
 Fund
  

USD 9.42  0.02  0.21%   

The fund retains a Market Volatility (i.e., Beta) of 0.1018, which attests to not very significant fluctuations relative to the market. Let's try to break down what Jpmorgan's beta means in this case. As returns on the market increase, Jpmorgan Global returns are expected to increase less than the market. However, during the bear market, the loss on holding Jpmorgan Global will be expected to be smaller as well. Although it is important to respect Jpmorgan Global Bond current price history, it is better to be realistic regarding the information on the equity's current price movements. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating Jpmorgan Global Bond technical indicators, you can presently evaluate if the expected return of 5.0E-4% will be sustainable into the future.
  
Jpmorgan Performance
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Over the last 90 days Jpmorgan Global Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Jpmorgan Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Jpmorgan Price Channel

Fifty Two Week Low9.05
Fifty Two Week High10.39
Annual Report Expense Ratio1.30%

Jpmorgan Global Relative Risk vs. Return Landscape

If you would invest  942.00  in Jpmorgan Global Bond on August 30, 2022 and sell it today you would earn a total of  0.00  from holding Jpmorgan Global Bond or generate 0.0% return on investment over 90 days. Jpmorgan Global Bond is currently producing 5.0E-4% returns and takes up 0.3245% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Jpmorgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Jpmorgan Global is expected to generate 245.6 times less return on investment than the market. But when comparing it to its historical volatility, the company is 4.22 times less risky than the market. It trades about 0.0 of its potential returns per unit of risk. The DOW is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

Jpmorgan Global Current Valuation

Undervalued
Today 9.42
Please note that Jpmorgan Global's price fluctuation is out of control at this time.
Jpmorgan Global Bond regular Real Value cannot be determined due to lack of data. The prevalent price of Jpmorgan Global Bond is $9.42. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Jpmorgan Global Bond from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Our valuation method for Jpmorgan Global Bond is useful when determining the fair value of the Jpmorgan mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Jpmorgan Global. Since Jpmorgan Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
0.00
Real Value
0.32
Upside
Estimating the potential upside or downside of Jpmorgan Global Bond helps investors to forecast how Jpmorgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jpmorgan Global more accurately as focusing exclusively on Jpmorgan Global's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.089.279.46
Details
Hype
Prediction
LowEstimated ValueHigh
0.000.000.32
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.300.300.30
Details

Jpmorgan Global Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Global Bond, and traders can use it to determine the average amount a Jpmorgan Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0016

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Estimated Market Risk
 0.32
  actual daily
 
 2 %
of total potential
 
22
Expected Return
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00
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Based on monthly moving average Jpmorgan Global is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jpmorgan Global by adding it to a well-diversified portfolio.

About Jpmorgan Global Performance

To evaluate Jpmorgan Global Bond Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Jpmorgan Global generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Jpmorgan Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Jpmorgan Global Bond market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Jpmorgan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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.

Things to note about Jpmorgan Global Bond

Checking the ongoing alerts about Jpmorgan Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Global Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Jpmorgan Global Alerts

Equity 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
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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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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.