Jpmorgan Mutual Fund Manager Performance Evaluation

OLVAX
 Fund
  

USD 19.90  0.04  0.20%   

The fund retains a Market Volatility (i.e., Beta) of 0.9741, which attests to possible diversification benefits within a given portfolio. Let's try to break down what Jpmorgan's beta means in this case. Jpmorgan Large returns are very sensitive to returns on the market. As the market goes up or down, Jpmorgan Large is expected to follow. Although it is important to respect Jpmorgan Large Cap 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 Large Cap technical indicators, you can presently evaluate if the expected return of 0.0986% will be sustainable into the future.
  
Jpmorgan Performance
5 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Large Cap are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Large 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 Low16.98
Fifty Two Week High20.96

Jpmorgan Large Relative Risk vs. Return Landscape

If you would invest  1,880  in Jpmorgan Large Cap on August 29, 2022 and sell it today you would earn a total of  110.00  from holding Jpmorgan Large Cap or generate 5.85% return on investment over 90 days. Jpmorgan Large Cap is currently producing 0.0986% returns and takes up 1.4093% volatility of returns over 90 trading days. Put another way, 12% 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 Large is expected to generate 1.17 times less return on investment than the market. In addition to that, the company is 1.03 times more volatile than its market benchmark. It trades about 0.07 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of volatility.

Jpmorgan Large Current Valuation

Fairly Valued
Today 19.90
Please note that Jpmorgan Large's price fluctuation is very steady at this time.
Jpmorgan Large Cap retains a regular Real Value of $19.53 per share. The prevalent price of the fund is $19.9. At this time, the entity appears to be fairly valued. We determine the value of Jpmorgan Large Cap 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 Large Cap 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 Large. Since Jpmorgan Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Large'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.
19.53
Real Value
20.94
Upside
Estimating the potential upside or downside of Jpmorgan Large Cap 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 Large more accurately as focusing exclusively on Jpmorgan Large's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.5919.8020.01
Details
Hype
Prediction
LowEstimated ValueHigh
18.4819.8921.30
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.590.620.65
Details

Jpmorgan Large Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Large Cap, and traders can use it to determine the average amount a Jpmorgan Large'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 = 0.07

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Estimated Market Risk
 1.41
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.07
  actual daily
 
 5 %
of total potential
 
55
Based on monthly moving average Jpmorgan Large is performing at about 5% 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 Large by adding it to a well-diversified portfolio.

About Jpmorgan Large Performance

To evaluate Jpmorgan Large Cap 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 Large 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 Large Cap 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.
The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. Jpmorgan Large is traded on NASDAQ Exchange in the United States.

Things to note about Jpmorgan Large Cap

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

Jpmorgan Large Alerts

Equity Alerts and Improvement Suggestions

Latest headline from news.google.com: Is JPMorgan Large Cap Value Fund A a Strong Mutual Fund Pick Right Now - Nasdaq
The fund generated three year return of 0.0%
Jpmorgan Large Cap maintains 97.29% of its assets in stocks
Please check Your Equity Center. Note that the Jpmorgan Large Cap information on this page should be used as a complementary analysis to other Jpmorgan Large'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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Jpmorgan Large Cap price analysis, check to measure Jpmorgan Large'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 Large is operating at the current time. Most of Jpmorgan Large's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Large's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Large's price. Additionally, you may evaluate how the addition of Jpmorgan Large to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Jpmorgan Large's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Large value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Large'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.