Jpmorgan Small Financials
| JSVZX Fund | USD 23.33 0.20 0.85% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Small, 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 Small Fund Summary
The fund invests at least 80 percent of its assets in equity securities of small cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Value Index at the time of purchase. In reviewing investment opportunities for the fund, its adviser uses a value-oriented approach. In implementing its main strategies, the funds equity investments are primarily in common stocks and REITs.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Jpmorgan Trust II |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Small Value |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
You should never invest in Jpmorgan Small Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Jpmorgan Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Jpmorgan Small's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Jpmorgan Small Key Financial Ratios
Generally speaking, Jpmorgan Small's financial ratios allow both analysts and investors to convert raw data from Jpmorgan Small's financial statements into concise, actionable information that can be used to evaluate the performance of Jpmorgan Small over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Jpmorgan Small Cap reports annually and quarterly.Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Small's current stock value. Our valuation model uses many indicators to compare Jpmorgan Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Small competition to find correlations between indicators driving Jpmorgan Small's intrinsic value. More Info.Jpmorgan Small 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 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Small Cap is roughly 14.41 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Small'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 Small's earnings, one of the primary drivers of an investment's value.Jpmorgan Small Cap Systematic Risk
Jpmorgan Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Small 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.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Jpmorgan Small Cap correlated with the market. If Beta is less than 0 Jpmorgan Small generally moves in the opposite direction as compared to the market. If Jpmorgan Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Small is generally in the same direction as the market. If Beta > 1 Jpmorgan Small moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Small April 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Small 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.28 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 5.55 | |||
| Value At Risk | (1.77) | |||
| Potential Upside | 1.86 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Small 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 nation. Note that the Jpmorgan Small Cap information on this page should be used as a complementary analysis to other Jpmorgan Small'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..