Jpmorgan Intrepid Financials
| ODMCX Fund | USD 10.10 0.01 0.1% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Intrepid, 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 Intrepid Fund Summary
Jpmorgan Intrepid competes with Government Street, Federated Mdt, Janus Enterprise, Victory Integrity, and Virtus Kar. Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities of small- to mid-cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small- to mid-cap companies are generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500 Index at the time of purchase.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4812C15047 |
| Business Address | Jpmorgan Trust II |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Mid-Cap 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 Intrepid's current stock value. Our valuation model uses many indicators to compare Jpmorgan Intrepid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Intrepid competition to find correlations between indicators driving Jpmorgan Intrepid's intrinsic value. More Info.Jpmorgan Intrepid Mid is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Intrepid Mid is roughly 9.50 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Intrepid by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Intrepid'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 Intrepid's earnings, one of the primary drivers of an investment's value.Jpmorgan Intrepid Mid Systematic Risk
Jpmorgan Intrepid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Intrepid 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 thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Jpmorgan Intrepid Mid correlated with the market. If Beta is less than 0 Jpmorgan Intrepid generally moves in the opposite direction as compared to the market. If Jpmorgan Intrepid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Intrepid Mid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Intrepid is generally in the same direction as the market. If Beta > 1 Jpmorgan Intrepid moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Intrepid April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Intrepid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Intrepid Mid. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Intrepid Mid 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 Intrepid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9774 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 3.8 | |||
| Value At Risk | (1.45) | |||
| Potential Upside | 1.17 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Jpmorgan Intrepid Mid. 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 Intrepid Mid information on this page should be used as a complementary analysis to other Jpmorgan Intrepid'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..