The fund owns Beta (Systematic Risk) of -0.0142 which attests that as returns on market increase, returns on owning JM Balanced are expected to decrease at a much smaller rate. During bear market, JM Balanced is likely to outperform the market. Although it is extremely important to respect JM Balanced Dir existing price patterns, it is better to be realistic regarding the information on equity price patterns. The way in which we are determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting JM Balanced Dir technical indicators you can at this moment evaluate if the expected return of 0.0% will be sustainable into the future.
|Horizon||30 Days Login to change|
JM Balanced Dir Relative Risk vs. Return LandscapeIf you would invest 4,963 in JM Balanced Dir HY Bns Princ on December 21, 2018 and sell it today you would earn a total of 0.00 from holding JM Balanced Dir HY Bns Princ or generate 0.0% return on investment over 30 days. JM Balanced Dir HY Bns Princ is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than JM Balanced and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
JM Balanced Current Valuation
JM Balanced is Unknown risk asset. JM Balanced Dir latest Real Value cannot be determined due to lack of data. The recent price of JM Balanced Dir is 49.63. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of JM Balanced Dir from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to invest in undervalued equities and to sell overvalued equities since sooner or later instruments prices and their ongoing real values will blend.
JM Balanced Market Risk Analysis
Sharpe Ratio = 0.0
Risk-Adjusted Fund PerformanceOver the last 30 days JM Balanced Dir HY Bns Princ has generated negative risk-adjusted returns adding no value to fund investors.
|Fifty Two Week Low||47.0663|
|Fifty Two Week High||50.4956|
|Annual Report Expense Ratio||1.19%|