|Horizon||30 Days Login to change|
JM Balanced Dir Relative Risk vs. Return LandscapeIf you would invest 5,018 in JM Balanced Dir HY Bns Princ on August 22, 2018 and sell it today you would lose (44.00) from holding JM Balanced Dir HY Bns Princ or give up 0.88% of portfolio value over 30 days. JM Balanced Dir HY Bns Princ is generating negative expected returns and assumes 0.5062% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than JM Balanced Dir HY Bns Princ and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
JM Balanced Current Valuation
JM Balanced Market Risk Analysis
Sharpe Ratio = -0.5774
JM Balanced Relative Performance Indicators