Jpmorgan Smartretirement Manager Performance Evaluation

SRJIX -- USA Fund  

USD 20.50  0.05  0.24%

The fund retains Market Volatility (i.e. Beta) of 0.1848 which attests that as returns on market increase, Jpmorgan Smartretirement returns are expected to increase less than the market. However during bear market, the loss on holding Jpmorgan Smartretirement will be expected to be smaller as well. Even though it is essential to pay attention to Jpmorgan Smartretirement current price history, it is always good to be careful when utilizing equity current price movements. Macroaxis philosophy towards determining future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Jpmorgan Smartretirement exposes twenty-one different technical indicators which can help you to evaluate its performance.

Risk-Adjusted Fund Performance

Over the last 30 days Jpmorgan Smartretirement 2035 Fund R5 Class has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, Jpmorgan Smartretirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low18.82
Fifty Two Week High21.59
Annual Report Expense Ratio0.56%
Horizon     30 Days    Login   to change

Jpmorgan Smartretirement Relative Risk vs. Return Landscape

If you would invest  2,078  in Jpmorgan Smartretirement 2035 Fund R5 Class on December 22, 2019 and sell it today you would lose (28.00)  from holding Jpmorgan Smartretirement 2035 Fund R5 Class or give up 1.35% of portfolio value over 30 days. Jpmorgan Smartretirement 2035 Fund R5 Class is currently producing negative expected returns and takes up 0.9552% volatility of returns over 30 trading days. Put another way, 8% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
  Risk (%) 
Assuming 30 trading days horizon, Jpmorgan Smartretirement is expected to under-perform the market. In addition to that, the company is 2.01 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.31 per unit of volatility.

Jpmorgan Smartretirement Current Valuation

Fairly Valued
January 21, 2020
Real Value
Jpmorgan Smartretirement is not too volatile asset. Jpmorgan Smartretirement retains regular Real Value of $20.58 per share. The prevalent price of the fund is $20.5. At this time the entity appears to be fairly valued. We determine the value of Jpmorgan Smartretirement from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Jpmorgan Smartretirement Market Risk Analysis

Sharpe Ratio = -0.0177
Good Returns
Average Returns
Small Returns
Negative ReturnsSRJIX

Jpmorgan Smartretirement Relative Performance Indicators

Estimated Market Risk
  actual daily
 8 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average Jpmorgan Smartretirement is performing at about 0% 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 Smartretirement by adding it to a well-diversified portfolio.

Jpmorgan Smartretirement Alerts

Equity Alerts and Improvement Suggestions

Jpmorgan Smartretirement generates negative expected return over the last 30 days
On December 31, 2019 Jpmorgan Smartretirement paid $ 0.244 per share dividend to its current shareholders
The fund maintains about 7.4% of its assets in cash
Additionally take a look at World Market Map. Please also try Market Hitters module to find equities that experience drastic asymmetry in trading patters, price, volume, or investment outlook..
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