Jpmorgan Investor Financials
| OIBFX Fund | USD 15.36 0.02 0.13% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Investor, 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 Investor Fund Summary
Jpmorgan Investor competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement. 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.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4812C23041 |
| Business Address | Jpmorgan Trust II |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
You should never invest in Jpmorgan Investor Balanced without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Jpmorgan Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Jpmorgan Investor's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Jpmorgan Investor Key Financial Ratios
Generally speaking, Jpmorgan Investor's financial ratios allow both analysts and investors to convert raw data from Jpmorgan Investor's financial statements into concise, actionable information that can be used to evaluate the performance of Jpmorgan Investor over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Jpmorgan Investor reports annually and quarterly.Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Investor's current stock value. Our valuation model uses many indicators to compare Jpmorgan Investor value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Investor competition to find correlations between indicators driving Jpmorgan Investor's intrinsic value. More Info.Jpmorgan Investor Balanced 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Investor Balanced is roughly 8.18 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Investor by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Investor'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 Investor's earnings, one of the primary drivers of an investment's value.Jpmorgan Investor Systematic Risk
Jpmorgan Investor's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Investor 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 Investor correlated with the market. If Beta is less than 0 Jpmorgan Investor generally moves in the opposite direction as compared to the market. If Jpmorgan Investor Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Investor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Investor is generally in the same direction as the market. If Beta > 1 Jpmorgan Investor moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Investor April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Investor help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Investor Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Investor Balanced 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 Investor's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4739 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 1.98 | |||
| Value At Risk | (0.64) | |||
| Potential Upside | 0.7864 |
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 census. 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.