Jpmorgan Mutual Fund Manager Performance Evaluation

OGBCX
 Fund
  

USD 14.48  0.01  0.07%   

The fund retains a Market Volatility (i.e., Beta) of 0.6004, which attests to possible diversification benefits within a given portfolio. Let's try to break down what Jpmorgan's beta means in this case. As returns on the market increase, Jpmorgan Investor returns are expected to increase less than the market. However, during the bear market, the loss on holding Jpmorgan Investor will be expected to be smaller as well. Although it is important to respect Jpmorgan Investor 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 Investor technical indicators, you can presently evaluate if the expected return of 0.0062% will be sustainable into the future.
  
Jpmorgan Performance
0 of 100
Over the last 90 days Jpmorgan Investor Balanced has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Jpmorgan Investor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more

Jpmorgan Price Channel

Fifty Two Week Low13.44
Fifty Two Week High17.17

Jpmorgan Investor Relative Risk vs. Return Landscape

If you would invest  1,446  in Jpmorgan Investor Balanced on August 30, 2022 and sell it today you would earn a total of  2.00  from holding Jpmorgan Investor Balanced or generate 0.14% return on investment over 90 days. Jpmorgan Investor Balanced is currently producing 0.0062% returns and takes up 0.9074% volatility of returns over 90 trading days. Put another way, 7% 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 Investor is expected to generate 21.32 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.52 times less risky than the market. It trades about 0.01 of its potential returns per unit of risk. The DOW is currently generating roughly 0.1 of returns per unit of risk over similar time horizon.

Jpmorgan Investor Current Valuation

Fairly Valued
Today 14.48
Please note that Jpmorgan Investor's price fluctuation is very steady at this time.
Jpmorgan Investor retains a regular Real Value of $14.37 per share. The prevalent price of the fund is $14.48. At this time, the entity appears to be fairly valued. We determine the value of Jpmorgan Investor 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 Investor Balanced 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 Investor. Since Jpmorgan Investor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Investor'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.
14.37
Real Value
15.27
Upside
Estimating the potential upside or downside of Jpmorgan Investor Balanced 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 Investor more accurately as focusing exclusively on Jpmorgan Investor's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.6714.1314.59
Details
Hype
Prediction
LowEstimated ValueHigh
13.5814.4815.38
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.830.880.93
Details

Jpmorgan Investor Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Investor's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Investor Balanced, and traders can use it to determine the average amount a Jpmorgan Investor'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 = 0.0069

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsOGBCX
Estimated Market Risk
 0.91
  actual daily
 
 7 %
of total potential
 
77
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Jpmorgan Investor 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 Investor by adding it to a well-diversified portfolio.

About Jpmorgan Investor Performance

To evaluate Jpmorgan Investor 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 Investor 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 Investor 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.
Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 50 percent in income securities and 50 percent in equity securities. Jpmorgan Investor is traded on NASDAQ Exchange in the United States.

Things to note about Jpmorgan Investor

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

Jpmorgan Investor Alerts

Equity Alerts and Improvement Suggestions

Jpmorgan Investor is unlikely to experience financial distress in the next 2 years
On 3rd of October 2022 Jpmorgan Investor paid $ 0.0346 per share dividend to its current shareholders
The fund maintains about 6.56% of its assets in cash
Please check Your Equity Center. Note that the Jpmorgan Investor information on this page should be used as a complementary analysis to other Jpmorgan Investor'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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Complementary Tools for Jpmorgan Mutual Fund analysis

When running Jpmorgan Investor price analysis, check to measure Jpmorgan Investor'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 Investor is operating at the current time. Most of Jpmorgan Investor's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Investor's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Investor's price. Additionally, you may evaluate how the addition of Jpmorgan Investor to your portfolios can decrease your overall portfolio volatility.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Please note, there is a significant difference between Jpmorgan Investor's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Investor value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Investor'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.