Jpmorgan Income Builder Fund Manager Performance Evaluation
| JNBZX Fund | USD 9.53 0.01 0.10% |
The fund retains a Market Volatility (i.e., Beta) of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jpmorgan Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Income is expected to be smaller as well.
Risk-Adjusted Performance
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Weak
Over the last 90 days Jpmorgan Income Builder has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Jpmorgan Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5200 |
Jpmorgan |
Jpmorgan Income Relative Risk vs. Return Landscape
If you would invest 951.00 in Jpmorgan Income Builder on January 26, 2024 and sell it today you would earn a total of 2.00 from holding Jpmorgan Income Builder or generate 0.21% return on investment over 90 days. Jpmorgan Income Builder is currently producing 0.0043% returns and takes up 0.4195% volatility of returns over 90 trading days. Put another way, 3% 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. Expected Return |
| Risk |
Jpmorgan Income Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Income's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Me Builder retains a regular Real Value of $9.55 per share. The prevalent price of the fund is $9.53. We determine the value of Jpmorgan Me Builder 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 Income Builder 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 Income. Since Jpmorgan Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Income'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. | Historical | Market 9.53 | Real 9.55 | Hype 9.53 | Naive 9.5 |
The real value of Jpmorgan Mutual Fund, also known as its intrinsic value, is the underlying worth of Jpmorgan Me Builder Mutual Fund, which is reflected in its stock price. It is based on Jpmorgan Income's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Jpmorgan Income's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jpmorgan Income's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Jpmorgan Income Builder 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 Income more accurately as focusing exclusively on Jpmorgan Income's fundamentals will not take into account other important factors: Jpmorgan Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Income Builder, and traders can use it to determine the average amount a Jpmorgan Income'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 = 0.0102
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| Negative Returns | JNBZX |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jpmorgan Income is not performing at its full potential. However, 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 Income by adding Jpmorgan Income to a well-diversified portfolio.
Jpmorgan Income Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Income, and Jpmorgan Income fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jpmorgan Mutual Fund performance.
| Total Asset | 11.08 B | |||
About Jpmorgan Income Performance
To evaluate Jpmorgan Me Builder 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 Income 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 Me Builder 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 fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. There is no limit on the number of countries in which the fund may invest, and the fund may focus its investments in a single country or a small group of countries. It may invest up to 100 percent of its total assets in debt securities and other types of investments that are below investment grade.Things to note about Jpmorgan Me Builder performance evaluation
Checking the ongoing alerts about Jpmorgan Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Me Builder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Jpmorgan Me Builder retains about 5.64% of its assets under management (AUM) in cash |
- Analyzing Jpmorgan Income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jpmorgan Income's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jpmorgan Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Income's mutual fund. These opinions can provide insight into Jpmorgan Income's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Income Builder. 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 Me Builder information on this page should be used as a complementary analysis to other Jpmorgan Income'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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..