Jpmorgan Small Cap Fund Price on March 27, 2024
| OSVCX Fund | USD 17.82 0.02 0.11% |
Below is the normalized historical share price chart for Jpmorgan Small Cap extending back to December 27, 2000. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Jpmorgan Small stands at 17.82, as last reported on the 15th of May 2024, with the highest price reaching 17.82 and the lowest price hitting 17.82 during the day.
If you're considering investing in Jpmorgan Mutual Fund, it is important to understand the factors that can impact its price. We consider Jpmorgan Small very steady. Jpmorgan Small Cap holds Efficiency (Sharpe) Ratio of 0.0367, which attests that the entity had a 0.0367% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Jpmorgan Small Cap, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Small's Downside Deviation of 1.27, risk adjusted performance of 0.0491, and Market Risk Adjusted Performance of 1.09 to validate if the risk estimate we provide is consistent with the expected return of 0.037%.
Jpmorgan Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Jpmorgan |
Sharpe Ratio = 0.0367
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OSVCX |
Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Jpmorgan Small is performing at about 2% 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 Small by adding it to a well-diversified portfolio.
Jpmorgan Small Valuation on March 27, 2024
It is possible to determine the worth of Jpmorgan Small on a given historical date. On March 27, 2024 Jpmorgan was worth 18.0 at the beginning of the trading date compared to the closed value of 18.0. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Jpmorgan Small mutual fund. Still, in general, we apply an absolute valuation method to find Jpmorgan Small's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Jpmorgan Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Jpmorgan Small's related companies.
| Open | High | Low | Close | Volume | |
| 17.61 | 17.61 | 17.61 | 17.61 | 1.00 | |
03/27/2024 | 18.00 | 18.00 | 18.00 | 18.00 | 1.00 |
| 18.16 | 18.16 | 18.16 | 18.16 | 1.00 |
| Backtest Jpmorgan Small | | | Jpmorgan Small History | | | Jpmorgan Small Valuation | Previous | Next |
Jpmorgan Small Trading Date Momentum on March 27, 2024
| On March 28 2024 Jpmorgan Small Cap was traded for 18.16 at the closing time. The highest daily price throughout the period was 18.16 and the lowest price was 18.16 . There was no trading activity during the period 1.0. Lack of trading volume on 03/28/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.89% . The trading delta at closing time to current closing price is 0.72% . |
Jpmorgan Small Cap Fundamentals Correlations and Trends
By evaluating Jpmorgan Small's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Jpmorgan Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Jpmorgan financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Jpmorgan Small Mutual Fund history
Jpmorgan Small investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Jpmorgan is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Jpmorgan Small Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Jpmorgan Small stock prices may prove useful in developing a viable investing in Jpmorgan Small
The fund invests at least 80 percent of its assets in equity securities of small cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Value Index at the time of purchase. In reviewing investment opportunities for the fund, its adviser uses a value-oriented approach. In implementing its main strategies, the funds equity investments are primarily in common stocks and REITs.
Jpmorgan Small Mutual Fund Technical Analysis
Jpmorgan Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Jpmorgan Small Period Price Range
Low | March 27, 2024
| High |
18.00 | 18.00 |
Jpmorgan Small May 15, 2024 Market Strength
Market strength indicators help investors to evaluate how Jpmorgan Small mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Jpmorgan Small shares will generate the highest return on investment. By undertsting and applying Jpmorgan Small mutual fund market strength indicators, traders can identify Jpmorgan Small Cap entry and exit signals to maximize returns
Jpmorgan Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Jpmorgan Small's price direction in advance. Along with the technical and fundamental analysis of Jpmorgan Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Jpmorgan to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0491 | |||
| Jensen Alpha | 0.0685 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 7.0E-4 | |||
| Treynor Ratio | 1.08 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Jpmorgan Small Cap. 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 main economic indicators. Note that the Jpmorgan Small Cap information on this page should be used as a complementary analysis to other Jpmorgan Small'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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.