Jpmorgan Equity Income Fund Manager Performance Evaluation
| OINCX Fund | USD 22.96 0.15 0.66% |
The fund retains a Market Volatility (i.e., Beta) of 0.86, which attests to possible diversification benefits within a given portfolio. Jpmorgan Equity returns are very sensitive to returns on the market. As the market goes up or down, Jpmorgan Equity is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Equity Income are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Jpmorgan Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 17th of February 2023 | |
| Expense Ratio | 1.4500 |
Jpmorgan |
Jpmorgan Equity Relative Risk vs. Return Landscape
If you would invest 2,198 in Jpmorgan Equity Income on January 26, 2024 and sell it today you would earn a total of 98.00 from holding Jpmorgan Equity Income or generate 4.46% return on investment over 90 days. Jpmorgan Equity Income is currently producing 0.0721% returns and takes up 0.5938% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Jpmorgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Equity Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Equity's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Equity Me retains a regular Real Value of $22.89 per share. The prevalent price of the fund is $22.96. We determine the value of Jpmorgan Equity Me from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Our valuation method for Jpmorgan Equity Income is useful when determining the fair value of the Jpmorgan mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Jpmorgan Equity. Since Jpmorgan Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 22.96 | Real 22.89 | Hype 22.96 | Naive 22.97 |
The real value of Jpmorgan Mutual Fund, also known as its intrinsic value, is the underlying worth of Jpmorgan Equity Me Mutual Fund, which is reflected in its stock price. It is based on Jpmorgan Equity's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Jpmorgan Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jpmorgan Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Jpmorgan Equity Income helps investors to forecast how Jpmorgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jpmorgan Equity more accurately as focusing exclusively on Jpmorgan Equity's fundamentals will not take into account other important factors: Jpmorgan Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Equity Income, and traders can use it to determine the average amount a Jpmorgan Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1214
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Jpmorgan Equity is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jpmorgan Equity by adding it to a well-diversified portfolio.
Jpmorgan Equity Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Equity, and Jpmorgan Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jpmorgan Mutual Fund performance.
| Price To Earning | 18.52 X | |||
| Price To Book | 2.36 X | |||
| Price To Sales | 2.27 X | |||
| Total Asset | 997.93 M | |||
About Jpmorgan Equity Performance
To evaluate Jpmorgan Equity Me Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Jpmorgan Equity generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Jpmorgan Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Jpmorgan Equity Me market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Jpmorgan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal circumstances, at least 80 percent of the funds assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. Assets means net assets, plus the amount of borrowings for investment purposes. Although the fund invests primarily in securities of large cap companies, it may invest in equity investments of companies across all market capitalizations.Things to note about Jpmorgan Equity Me performance evaluation
Checking the ongoing alerts about Jpmorgan Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Equity Me help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Jpmorgan Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Jpmorgan Equity's mutual fund performance include:- Analyzing Jpmorgan Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jpmorgan Equity's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jpmorgan Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Equity's mutual fund. These opinions can provide insight into Jpmorgan Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Jpmorgan Equity Income. 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 main economic indicators. Note that the Jpmorgan Equity Me information on this page should be used as a complementary analysis to other Jpmorgan Equity'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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.