Jpmorgan Investor Balanced Fund Manager Performance Evaluation
| OGIAX Fund | USD 15.17 0.03 0.20% |
The fund retains a Market Volatility (i.e., Beta) of 0.0507, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Investor's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Investor is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Investor Balanced are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jpmorgan Investor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | ZachXBT onboarded as custodian for return of funds in 63M Munchables exploit - Cointelegraph | 04/01/2024 |
| Expense Ratio Date | 1st of November 2021 | |
| Expense Ratio | 0.9700 |
Jpmorgan |
Jpmorgan Investor Relative Risk vs. Return Landscape
If you would invest 1,495 in Jpmorgan Investor Balanced on January 20, 2024 and sell it today you would earn a total of 22.00 from holding Jpmorgan Investor Balanced or generate 1.47% return on investment over 90 days. Jpmorgan Investor Balanced is currently producing 0.0245% returns and takes up 0.4311% 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 Investor Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Investor's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Investor retains a regular Real Value of $15.22 per share. The prevalent price of the fund is $15.17. We determine the value of Jpmorgan Investor 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 Investor Balanced 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 Investor. Since Jpmorgan Investor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Investor'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 15.17 | Real 15.22 | Hype 15.17 | Naive 15.05 |
The real value of Jpmorgan Mutual Fund, also known as its intrinsic value, is the underlying worth of Jpmorgan Investor Mutual Fund, which is reflected in its stock price. It is based on Jpmorgan Investor's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Jpmorgan Investor'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 Investor'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 Investor Balanced 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 Investor more accurately as focusing exclusively on Jpmorgan Investor's fundamentals will not take into account other important factors: Jpmorgan Investor Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Investor's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Investor Balanced, and traders can use it to determine the average amount a Jpmorgan Investor'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 = 0.0568
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OGIAX |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Jpmorgan Investor is performing at about 4% 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 Investor by adding it to a well-diversified portfolio.
Jpmorgan Investor Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Investor, and Jpmorgan Investor 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.
| Price To Earning | 16.69 X | ||||
| Price To Book | 2.04 X | ||||
| Price To Sales | 1.25 X | ||||
| Total Asset | 4.45 B | ||||
About Jpmorgan Investor Performance
To evaluate Jpmorgan Investor 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 Investor 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 Investor 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 is a fund of funds. Its main investment strategy is to invest in other J.P. Morgan Funds . Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 50 percent in income securities and 50 percent in equity securities.Things to note about Jpmorgan Investor performance evaluation
Checking the ongoing alerts about Jpmorgan Investor for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Investor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: ZachXBT onboarded as custodian for return of funds in 63M Munchables exploit - Cointelegraph | |
| The fund maintains about 6.56% of its assets in cash |
- Analyzing Jpmorgan Investor'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 Investor's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Investor'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 Investor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Investor's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Investor's mutual fund. These opinions can provide insight into Jpmorgan Investor's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Jpmorgan Investor Balanced. 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 Investor information on this page should be used as a complementary analysis to other Jpmorgan Investor'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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.