Jpmorgan Smartretirement Financials
| SRJAX Fund | USD 18.86 0.15 0.79% |
Jpmorgan |
Please note that past performance is not an indicator of the future performance of Jpmorgan Smartretirement, 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 Smartretirement Fund Summary
Jpmorgan Smartretirement competes with Jpmorgan Small, and Jpmorgan Mid. The fund is generally intended for investors who plan to retire around the year 2035 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cashcash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in other financial instruments.Specialization | Target-Date 2035, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4812A31550 |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Target-Date 2035 |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
You should never invest in Jpmorgan Smartretirement 2035 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 Smartretirement'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 Smartretirement Key Financial Ratios
Generally speaking, Jpmorgan Smartretirement's financial ratios allow both analysts and investors to convert raw data from Jpmorgan Smartretirement's financial statements into concise, actionable information that can be used to evaluate the performance of Jpmorgan Smartretirement 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 Smartretirement reports annually and quarterly.Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Smartretirement's current stock value. Our valuation model uses many indicators to compare Jpmorgan Smartretirement value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Smartretirement competition to find correlations between indicators driving Jpmorgan Smartretirement's intrinsic value. More Info.Jpmorgan Smartretirement 2035 is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Smartretirement 2035 is roughly 8.60 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Smartretirement by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Smartretirement'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 Smartretirement's earnings, one of the primary drivers of an investment's value.Jpmorgan Smartretirement Systematic Risk
Jpmorgan Smartretirement's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Smartretirement 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Jpmorgan Smartretirement correlated with the market. If Beta is less than 0 Jpmorgan Smartretirement generally moves in the opposite direction as compared to the market. If Jpmorgan Smartretirement Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Smartretirement is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Smartretirement is generally in the same direction as the market. If Beta > 1 Jpmorgan Smartretirement moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Smartretirement April 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Smartretirement help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Smartretirement 2035. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Smartretirement 2035 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 Smartretirement's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5859 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 2.42 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 0.7903 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Jpmorgan Smartretirement 2035. 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 Smartretirement information on this page should be used as a complementary analysis to other Jpmorgan Smartretirement'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 Bonds Directory module to find actively traded corporate debentures issued by US companies.