Jpmorgan Inflation Managed Etf Performance
| JCPI Etf | USD 46.15 0.05 0.11% |
The etf retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMorgan Inflation's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Inflation is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days JPMorgan Inflation Managed has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong basic indicators, JPMorgan Inflation is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
| In Threey Sharp Ratio | -0.40 |
JPMorgan |
JPMorgan Inflation Relative Risk vs. Return Landscape
If you would invest 4,630 in JPMorgan Inflation Managed on January 20, 2024 and sell it today you would lose (15.00) from holding JPMorgan Inflation Managed or give up 0.32% of portfolio value over 90 days. JPMorgan Inflation Managed is currently does not generate positive expected returns and assumes 0.2483% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than JPMorgan, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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JPMorgan Inflation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Inflation's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Inflation Managed, and traders can use it to determine the average amount a JPMorgan Inflation'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 = -0.0195
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| Negative Returns | JCPI |
Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average JPMorgan Inflation is not performing at its full potential. However, 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 Inflation by adding JPMorgan Inflation to a well-diversified portfolio.
JPMorgan Inflation Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Inflation, and JPMorgan Inflation 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 Etf performance.
| Total Asset | 939.69 M | |||
About JPMorgan Inflation Performance
To evaluate JPMorgan Inflation Etf 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 Inflation 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 Etf'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 Inflation 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, the fund will invest at least 80 percent of its Assets in bonds. Jpmorgan Inflation is traded on BATS Exchange in the United States.| JPMorgan Inflation generated a negative expected return over the last 90 days | |
| The fund created three year return of 0.0% | |
| JPMorgan Inflation retains about 6.89% of its assets under management (AUM) in fixed income securities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Inflation Managed. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of JPMorgan Inflation is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Inflation's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Inflation's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Inflation's market value can be influenced by many factors that don't directly affect JPMorgan Inflation's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Inflation's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Inflation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Inflation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.