JPMorgan Municipal Alpha and Beta Analysis Overview

OTBBX -- USA Fund  

USD 9.92  0.01  0.10%

This module allows you to check different measures of market premium for JPMorgan Municipal Income B as well as systematic risk associated with investing in JPMorgan Municipal over a specified time horizon. Additionally take a look at Your Equity Center.
Horizon     30 Days    Login   to change
Symbol
Run Premiums

JPMorgan Municipal Market Premiums

α0.00β0.00
30 days against DJI
Risk Adjusted Performance  

0.04528

Jensen Alpha  

0.009127

Total Risk Alpha  

0.028669

Sortino Ratio  

0.0

Treynor Ratio  

1.22

JPMorgan Municipal Fundamentals

    
 Better Than Average     
    
 Worse Than Average Compare JPMorgan Municipal to competition

JPMorgan Municipal Fundamental Vs Peers

FundamentalsJPMorgan MunicipalPeer Average
Annual Yield1.97 % 1.38 %
Year to Date Return(0.08) % 1.50 %
One Year Return3.97 % 2.30 %
Three Year Return4.33 % 3.97 %
Five Year Return3.71 % 1.27 %
Ten Year Return3.54 % 1.17 %
Net Asset322.4 M1.37 B

JPMorgan Municipal Opportunities

JPMorgan Municipal Return and Market Media

The median price of JPMorgan Municipal for the period between Tue, Aug 21, 2018 and Thu, Sep 20, 2018 is 9.91 with a coefficient of variation of 86.24. The daily time series for the period is distributed with a sample standard deviation of 5.03, arithmetic mean of 5.83, and mean deviation of 4.8. The Fund did not receive any noticable media coverage during the period.
 Price Growth (%)  
      Timeline 

Current Sentiment - OTBBX

JPMorgan Municipal Investor Sentiment

Macroaxis portfolio users are evenly split in their perspective on investing in JPMorgan Municipal Income B. What is your judgment towards investing in JPMorgan Municipal Income B? Are you bullish or bearish?
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