Jpmorgan Small Financials
| JUSYX Fund | USD 17.75 0.40 2.20% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Small, 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 Small Fund Summary
Jpmorgan Small competes with Vanguard Small, Vanguard Small, Fidelity Small, T Rowe, and T Rowe. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000 Index at the time of purchase.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Small's current stock value. Our valuation model uses many indicators to compare Jpmorgan Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Small competition to find correlations between indicators driving Jpmorgan Small's intrinsic value. More Info.Jpmorgan Small Pany is rated below average in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 809.24 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 Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Small'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 Small's earnings, one of the primary drivers of an investment's value.Jpmorgan Small Pany Systematic Risk
Jpmorgan Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Small 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Jpmorgan Small Pany correlated with the market. If Beta is less than 0 Jpmorgan Small generally moves in the opposite direction as compared to the market. If Jpmorgan Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Small Pany is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Small is generally in the same direction as the market. If Beta > 1 Jpmorgan Small moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Small May 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Small Pany. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Small Pany 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.41 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 5.26 | |||
| Value At Risk | (2.20) | |||
| Potential Upside | 1.99 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Small Pany. 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 manufacturing. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.