JPMorgan Alerian One Year Return vs. Five Year Return
| AMJ Etf | USD 27.31 0.24 0.89% |
For JPMorgan Alerian profitability analysis, we use financial ratios and fundamental drivers that measure the ability of JPMorgan Alerian to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well JPMorgan Alerian MLP utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between JPMorgan Alerian's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of JPMorgan Alerian MLP over time as well as its relative position and ranking within its peers.
JPMorgan |
The market value of JPMorgan Alerian MLP is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Alerian's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Alerian's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Alerian's market value can be influenced by many factors that don't directly affect JPMorgan Alerian's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Alerian's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Alerian is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Alerian's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
JPMorgan Alerian MLP Five Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining JPMorgan Alerian's current stock value. Our valuation model uses many indicators to compare JPMorgan Alerian value to that of its competitors to determine the firm's financial worth. JPMorgan Alerian MLP is the top ETF in one year return as compared to similar ETFs. It is the top ETF in five year return as compared to similar ETFs reporting about 0.33 of Five Year Return per One Year Return. The ratio of One Year Return to Five Year Return for JPMorgan Alerian MLP is roughly 3.04 . Comparative valuation analysis is a catch-all model that can be used if you cannot value JPMorgan Alerian by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for JPMorgan Alerian's Etf. 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 Alerian's earnings, one of the primary drivers of an investment's value.JPMorgan Five Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
JPMorgan Alerian |
| = | 29.50 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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.
JPMorgan Alerian |
| = | 9.70 % |
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.
JPMorgan Five Year Return Comparison
JPMorgan Alerian is currently under evaluation in five year return as compared to similar ETFs.
JPMorgan Alerian Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in JPMorgan Alerian, profitability is also one of the essential criteria for including it into their portfolios because, without profit, JPMorgan Alerian will eventually generate negative long term returns. The profitability progress is the general direction of JPMorgan Alerian's change in net profit over the period of time. It can combine multiple indicators of JPMorgan Alerian, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The index tracks the performance of midstream energy Master Limited Partnerships. Alerian MLP is traded on NYSEARCA Exchange in the United States.
JPMorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on JPMorgan Alerian. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of JPMorgan Alerian position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the JPMorgan Alerian's important profitability drivers and their relationship over time.
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Use JPMorgan Alerian in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if JPMorgan Alerian position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in JPMorgan Alerian will appreciate offsetting losses from the drop in the long position's value.JPMorgan Alerian Pair Trading
JPMorgan Alerian MLP Pair Trading Analysis
The ability to find closely correlated positions to JPMorgan Alerian could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace JPMorgan Alerian when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back JPMorgan Alerian - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling JPMorgan Alerian MLP to buy it.
The correlation of JPMorgan Alerian is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as JPMorgan Alerian moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if JPMorgan Alerian MLP moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for JPMorgan Alerian can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your JPMorgan Alerian position
In addition to having JPMorgan Alerian in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Shipbuilding Railroad Equipment Thematic Idea Now
Shipbuilding Railroad Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipbuilding Railroad Equipment theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipbuilding Railroad Equipment Theme or any other thematic opportunities.
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To fully project JPMorgan Alerian's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of JPMorgan Alerian MLP at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include JPMorgan Alerian's income statement, its balance sheet, and the statement of cash flows.