Jpmorgan Strategic Financials
| JSOZX Fund | USD 11.52 0.01 0.09% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Strategic, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jpmorgan Strategic Fund Summary
Jpmorgan Strategic competes with Vanguard Small-cap, Palm Valley, Ab Discovery, Applied Finance, and Ultramid-cap Profund. The fund has an absolute return orientation which means that it is not managed relative to an index. Jpmorgan Strategic is traded on NASDAQ Exchange in the United States.Specialization | Nontraditional Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Nontraditional Bond |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
You should never invest in Jpmorgan Strategic Income without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Jpmorgan Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Jpmorgan Strategic's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Jpmorgan Strategic Key Financial Ratios
Generally speaking, Jpmorgan Strategic's financial ratios allow both analysts and investors to convert raw data from Jpmorgan Strategic's financial statements into concise, actionable information that can be used to evaluate the performance of Jpmorgan Strategic over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Jpmorgan Strategic Income reports annually and quarterly.Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Strategic's current stock value. Our valuation model uses many indicators to compare Jpmorgan Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Strategic competition to find correlations between indicators driving Jpmorgan Strategic's intrinsic value. More Info.Jpmorgan Strategic Income is currently considered the top fund in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 48.32 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Strategic by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Strategic's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Strategic's earnings, one of the primary drivers of an investment's value.Jpmorgan Strategic Income Systematic Risk
Jpmorgan Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Strategic volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Jpmorgan Strategic Income correlated with the market. If Beta is less than 0 Jpmorgan Strategic generally moves in the opposite direction as compared to the market. If Jpmorgan Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Strategic Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Strategic is generally in the same direction as the market. If Beta > 1 Jpmorgan Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Strategic May 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Strategic Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Strategic Income based on widely used predictive technical indicators. In general, we focus on analyzing Jpmorgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jpmorgan Strategic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2483 | |||
| Information Ratio | (0.24) | |||
| Maximum Drawdown | 0.9554 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.0881 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Strategic Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Jpmorgan Strategic Income information on this page should be used as a complementary analysis to other Jpmorgan Strategic'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 the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.