JPMORGAN GLOBAL (UK) Performance

JGGI
 Stock
  

GBp 464.00  3.50  0.76%   

JPMORGAN GLOBAL has a performance score of 7 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of -0.0986, which attests to not very significant fluctuations relative to the market. Let's try to break down what JPMORGAN's beta means in this case. As returns on the market increase, returns on owning JPMORGAN GLOBAL are expected to decrease at a much lower rate. During the bear market, JPMORGAN GLOBAL is likely to outperform the market. Although it is important to respect JPMORGAN GLOBAL GROWTH current price history, it is better to be realistic regarding the information on the equity's current price movements. The approach towards determining future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing JPMORGAN GLOBAL GROWTH technical indicators, you can now evaluate if the expected return of 0.15% will be sustainable into the future. JPMORGAN GLOBAL GROWTH currently retains a risk of 1.55%. Please check out JPMORGAN GLOBAL total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio to decide if JPMORGAN GLOBAL will be following its current trending patterns.
  
JPMORGAN Performance
7 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in JPMORGAN GLOBAL GROWTH are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak forward indicators, JPMORGAN GLOBAL may actually be approaching a critical reversion point that can send shares even higher in September 2022. ...more

JPMORGAN Price Channel

Quick Ratio5.12
Fifty Two Week Low332.00
Payout Ratio12.36%
Fifty Two Week High457.00
Trailing Annual Dividend Yield0.03%

JPMORGAN GLOBAL Relative Risk vs. Return Landscape

If you would invest  42,526  in JPMORGAN GLOBAL GROWTH on May 20, 2022 and sell it today you would earn a total of  3,874  from holding JPMORGAN GLOBAL GROWTH or generate 9.11% return on investment over 90 days. JPMORGAN GLOBAL GROWTH is generating 0.1503% of daily returns assuming 1.547% volatility of returns over the 90 days investment horizon. Simply put, 13% of all stocks have less volatile historical return distribution than JPMORGAN GLOBAL, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days trading horizon JPMORGAN GLOBAL is expected to generate 1.32 times more return on investment than the market. However, the company is 1.32 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

JPMORGAN GLOBAL Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMORGAN GLOBAL's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as JPMORGAN GLOBAL GROWTH, and traders can use it to determine the average amount a JPMORGAN GLOBAL'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 = 0.0972

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Estimated Market Risk
 1.55
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 0.15
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.1
  actual daily
 
 7 %
of total potential
 
77
Based on monthly moving average JPMORGAN GLOBAL is performing at about 7% 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 GLOBAL by adding it to a well-diversified portfolio.

About JPMORGAN GLOBAL Performance

To evaluate JPMORGAN GLOBAL GROWTH Stock 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 GLOBAL 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 Stock'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 GLOBAL GROWTH 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.
JPMorgan Global Growth Income plc is a closed-ended equity mutual fund launched and managed by JPMorgan Funds Limited. JPMorgan Global Growth Income plc was formed on December 25, 1887 and is domiciled in the United Kingdom. JPMORGAN GLOBAL is traded on London Stock Exchange in UK.

Things to note about JPMORGAN GLOBAL GROWTH

Checking the ongoing alerts about JPMORGAN GLOBAL for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for JPMORGAN GLOBAL GROWTH help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Please see Risk vs Return Analysis. Note that the JPMORGAN GLOBAL GROWTH information on this page should be used as a complementary analysis to other JPMORGAN GLOBAL'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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

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When running JPMORGAN GLOBAL GROWTH price analysis, check to measure JPMORGAN GLOBAL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMORGAN GLOBAL is operating at the current time. Most of JPMORGAN GLOBAL's value examination focuses on studying past and present price action to predict the probability of JPMORGAN GLOBAL's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JPMORGAN GLOBAL's price. Additionally, you may evaluate how the addition of JPMORGAN GLOBAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between JPMORGAN GLOBAL's value and its price as these two are different measures arrived at by different means. Investors typically determine JPMORGAN GLOBAL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMORGAN GLOBAL'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.