Jpmorgan International Research Fund Five Year Return
Jpmorgan International Research fundamentals help investors to digest information that contributes to Jpmorgan International's financial success or failures. It also enables traders to predict the movement of Jpmorgan Mutual Fund. The fundamental analysis module provides a way to measure Jpmorgan International's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jpmorgan International mutual fund.
Jpmorgan |
Jpmorgan International Research Mutual Fund Five Year Return Analysis
Jpmorgan International's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan International Five Year Return | (6.43) % |
Most of Jpmorgan International's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan International Research is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Jpmorgan International Research has a Five Year Return of -6.43%. This is 1104.69% lower than that of the Category family and notably lower than that of the Family category. The five year return for all United States funds is notably higher than that of the company.
Jpmorgan Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan International's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jpmorgan International could also be used in its relative valuation, which is a method of valuing Jpmorgan International by comparing valuation metrics of similar companies.Jpmorgan International is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Jpmorgan International
The fund consists of 90.07% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Jpmorgan International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jpmorgan Fundamentals
| Price To Earning | 15.56 X | |||
| Price To Book | 1.38 X | |||
| Price To Sales | 0.97 X | |||
| Total Asset | 1.96 B | |||
| One Year Return | (17.05) % | |||
| Three Year Return | 4.13 % | |||
| Five Year Return | (6.43) % | |||
| Ten Year Return | 3.72 % | |||
| Net Asset | 1.96 B | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.26 | |||
| Cash Position Weight | 6.76 % | |||
| Equity Positions Weight | 90.07 % |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Your Equity Center to better understand how to build diversified portfolios. 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 International information on this page should be used as a complementary analysis to other Jpmorgan International'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 Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Consideration for investing in Jpmorgan Mutual Fund
If you are still planning to invest in Jpmorgan International check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Jpmorgan International's history and understand the potential risks before investing.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |