JPMorgan SmartRetirement Manager Performance Evaluation

SRJYX -- USA Fund  

USD 21.14  0.03  0.14%

The fund retains Market Volatility (i.e. Beta) of 0.0598 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. Although it is extremely important to respect JPMorgan SmartRetirement current price history, it is better to be realistic regarding the information on equity current price movements. The approach towards 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 analyzing JPMorgan SmartRetirement technical indicators you can now evaluate if the expected return of 0.067% will be sustainable into the future.
66

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan SmartRetirement 2035 F are ranked lower than 6 (%) of all funds and portfolios of funds over the last 30 days. 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 Low17.74
Fifty Two Week High21.16
Annual Report Expense Ratio0.46%
Horizon     30 Days    Login   to change

JPMorgan SmartRetirement Relative Risk vs. Return Landscape

If you would invest  2,028  in JPMorgan SmartRetirement 2035 F on October 16, 2019 and sell it today you would earn a total of  86.00  from holding JPMorgan SmartRetirement 2035 F or generate 4.24% return on investment over 30 days. JPMorgan SmartRetirement 2035 F is currently producing 0.067% returns and takes up 0.6506% volatility of returns over 30 trading days. Put another way, 5% 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 generate 1.65 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.12 times less risky than the market. It trades about 0.1 of its potential returns per unit of risk. The DOW is currently generating roughly 0.15 of returns per unit of risk over similar time horizon.

JPMorgan SmartRetirement Current Valuation

Undervalued
November 15, 2019
21.14
Market Value
23.15
Real Value
25.10
Upside
JPMorgan SmartRetirement is very steady asset. JPMorgan SmartRetirement retains regular Real Value of $23.15 per share. The prevalent price of the fund is $21.14. At this time the entity appears to be undervalued. We determine the value of JPMorgan SmartRetirement from analyzing 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 future time stocks prices and their ongoing real values will come together.

JPMorgan SmartRetirement Market Risk Analysis

Sharpe Ratio = 0.103
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CashSRJYXAverage
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JPMorgan SmartRetirement Relative Performance Indicators

Estimated Market Risk
 0.65
  actual daily
 
 5 %
of total potential
 
55
Expected Return
 0.07
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.1
  actual daily
 
 6 %
of total potential
 
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Based on monthly moving average JPMorgan SmartRetirement is performing at about 6% 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

On September 30, 2019 JPMorgan SmartRetirement paid $ 0.081 per share dividend to its current shareholders
The fund maintains about 5.56% of its assets in cash
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