Jpmorgan Intrepid Mid Fund Three Year Return
Jpmorgan Intrepid Mid fundamentals help investors to digest information that contributes to Jpmorgan Intrepid's financial success or failures. It also enables traders to predict the movement of Jpmorgan Mutual Fund. The fundamental analysis module provides a way to measure Jpmorgan Intrepid's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jpmorgan Intrepid mutual fund.
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Jpmorgan Intrepid Mid Mutual Fund Three Year Return Analysis
Jpmorgan Intrepid's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Intrepid Three Year Return | 1.82 % |
Most of Jpmorgan Intrepid's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan Intrepid Mid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Jpmorgan Intrepid Mid has a Three Year Return of 1.8184%. This is much higher than that of the JPMorgan family and significantly higher than that of the Mid-Cap Blend category. The three year return for all United States funds is notably lower than that of the firm.
Jpmorgan Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Intrepid's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jpmorgan Intrepid could also be used in its relative valuation, which is a method of valuing Jpmorgan Intrepid by comparing valuation metrics of similar companies.Jpmorgan Intrepid is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Jpmorgan Intrepid
The fund consists of 98.01% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Jpmorgan Intrepid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jpmorgan Fundamentals
| Price To Earning | 18.61 X | ||||
| Price To Book | 2.04 X | ||||
| Price To Sales | 0.85 X | ||||
| Total Asset | 338.77 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 3.92 % | ||||
| One Year Return | 16.23 % | ||||
| Three Year Return | 1.82 % | ||||
| Five Year Return | 7.83 % | ||||
| Ten Year Return | 9.99 % | ||||
| Net Asset | 756.5 M | ||||
| Cash Position Weight | 1.99 % | ||||
| Equity Positions Weight | 98.01 % |
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