Jpmorgan Mid Financials
| JPPEX Fund | USD 60.29 0.59 0.97% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Mid, 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 Mid Fund Summary
Jpmorgan Mid competes with Morgan Stanley, Sirios Longshort, Knights Of, Ab Select, and Vanguard Short-term. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of mid cap companies. Jpmorgan Mid is traded on NASDAQ Exchange in the United States.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US46637K1741 |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Mid's current stock value. Our valuation model uses many indicators to compare Jpmorgan Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Mid competition to find correlations between indicators driving Jpmorgan Mid's intrinsic value. More Info.Jpmorgan Mid Cap is currently considered the top fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Mid Cap is roughly 7.64 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Mid by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Mid'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 Mid's earnings, one of the primary drivers of an investment's value.Jpmorgan Mid Cap Systematic Risk
Jpmorgan Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Mid 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Jpmorgan Mid Cap correlated with the market. If Beta is less than 0 Jpmorgan Mid generally moves in the opposite direction as compared to the market. If Jpmorgan Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Mid is generally in the same direction as the market. If Beta > 1 Jpmorgan Mid moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Mid April 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Mid Cap 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 Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8946 | |||
| Information Ratio | 0.041 | |||
| Maximum Drawdown | 3.0 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.24 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Mid Cap. 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 income. Note that the Jpmorgan Mid Cap information on this page should be used as a complementary analysis to other Jpmorgan Mid'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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.