Jp Morgan Smartretirement Fund Manager Performance Evaluation
| JTSQX Fund | USD 21.73 0.22 1.00% |
The fund owns a Beta (Systematic Risk) of 0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jp Morgan's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jp Morgan is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Jp Morgan Smartretirement are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Jp Morgan is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6600 |
JTSQX |
Jp Morgan Relative Risk vs. Return Landscape
If you would invest 2,132 in Jp Morgan Smartretirement on March 2, 2024 and sell it today you would earn a total of 41.00 from holding Jp Morgan Smartretirement or generate 1.92% return on investment over 90 days. Jp Morgan Smartretirement is currently producing 0.0326% returns and takes up 0.6213% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than JTSQX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jp Morgan Current Valuation
Fairly Valued
Today
Please note that Jp Morgan's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jp Morgan Smartretirement owns a latest Real Value of $21.66 per share. The recent price of the fund is $21.73. We determine the value of Jp Morgan Smartretirement from reviewing 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, in the future, mutual fund prices and their ongoing real values will blend.
Our valuation method for Jp Morgan Smartretirement is useful when determining the fair value of the JTSQX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Jp Morgan. Since Jp Morgan is currently traded on the exchange, buyers and sellers on that exchange determine the market value of JTSQX Mutual Fund. However, Jp Morgan'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 21.73 | Real 21.66 | Hype 21.73 | Naive 21.22 |
The real value of JTSQX Mutual Fund, also known as its intrinsic value, is the underlying worth of Jp Morgan Smartretirement Mutual Fund, which is reflected in its stock price. It is based on Jp Morgan's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Jp Morgan'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 Jp Morgan'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 Jp Morgan Smartretirement helps investors to forecast how JTSQX 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 Jp Morgan more accurately as focusing exclusively on Jp Morgan's fundamentals will not take into account other important factors: Jp Morgan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jp Morgan's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jp Morgan Smartretirement, and traders can use it to determine the average amount a Jp Morgan'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 = 0.0525
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| Negative Returns | JTSQX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Jp Morgan 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 Jp Morgan by adding it to a well-diversified portfolio.
Jp Morgan Fundamentals Growth
JTSQX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jp Morgan, and Jp Morgan 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 JTSQX Mutual Fund performance.
| Total Asset | 2.86 B | |||
About Jp Morgan Performance
To evaluate Jp Morgan Smartretirement 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 Jp Morgan 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 JTSQX 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 Jp Morgan Smartretirement market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents JTSQX'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 generally intended for investors who plan to retire around the year 2050 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cashcash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in other financial instruments.Things to note about Jp Morgan Smartretirement performance evaluation
Checking the ongoing alerts about Jp Morgan for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jp Morgan Smartretirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 89.06% of its assets under management (AUM) in equities |
- Analyzing Jp Morgan'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 Jp Morgan's stock is overvalued or undervalued compared to its peers.
- Examining Jp Morgan'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 Jp Morgan's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jp Morgan's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jp Morgan's mutual fund. These opinions can provide insight into Jp Morgan's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jp Morgan Smartretirement. 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 producer price index. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.