Jpmorgan Mutual Fund Manager Performance Evaluation

JPPEX -  USA Fund  

USD 57.12  1.28  2.29%

The fund retains a Market Volatility (i.e., Beta) of 0.0254, 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, Jpmorgan Mid returns are expected to increase less than the market. However, during the bear market, the loss on holding Jpmorgan Mid will be expected to be smaller as well. Even though it is essential to pay attention to Jpmorgan Mid Cap current price history, it is always good to be careful when utilizing equity current price movements. Our philosophy towards determining any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Jpmorgan Mid Cap exposes twenty-six different technical indicators, which can help you to evaluate its performance.

Jpmorgan Mutual Fund Performance 

 
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Jpmorgan Performance
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Over the last 90 days Jpmorgan Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's technical and fundamental indicators remain fairly strong which may send shares a bit higher in February 2022. The current disturbance may also be a sign of long term up-swing for the fund investors.
Fifty Two Week Low55.21
Fifty Two Week High68.55
Annual Report Expense Ratio0.64%

Jpmorgan Mid Relative Risk vs. Return Landscape

If you would invest  6,631  in Jpmorgan Mid Cap on October 29, 2021 and sell it today you would lose (1,014)  from holding Jpmorgan Mid Cap or give up 15.29% of portfolio value over 90 days. Jpmorgan Mid Cap is currently producing negative expected returns and takes up 1.5409% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Jpmorgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Jpmorgan Mid is expected to under-perform the market. In addition to that, the company is 1.83 times more volatile than its market benchmark. It trades about -0.17 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.09 per unit of volatility.

Jpmorgan Mid Current Valuation

Overvalued
Today 57.12
Share
Please note that Jpmorgan Mid's price fluctuation is very steady at this time.
Jpmorgan Mid Cap retains a regular Real Value of $51.98 per share. The prevalent price of the fund is $57.12. At this time, the entity appears to be overvalued. We determine the value of Jpmorgan Mid Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued assets and dropping overvalued assets since, at some point, stock prices and their ongoing real values will come together.
Our valuation method for Jpmorgan Mid Cap is useful when determining the fair value of the Jpmorgan mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Jpmorgan Mid. Since Jpmorgan Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
51.98
Real Value
62.83
Upside
Estimating the potential upside or downside of Jpmorgan Mid Cap helps investors to forecast how Jpmorgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jpmorgan Mid more accurately as focusing exclusively on Jpmorgan Mid's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
55.5857.1258.66
Details

Jpmorgan Mid Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Mid Cap, and traders can use it to determine the average amount a Jpmorgan Mid'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 = -0.1686

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Negative ReturnsJPPEX
Estimated Market Risk
 1.54
  actual daily
 
 13 %
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1313
Expected Return
 -0.26
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 0 %
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Risk-Adjusted Return
 -0.17
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Based on monthly moving average Jpmorgan Mid 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 Mid by adding it to a well-diversified portfolio.

About Jpmorgan Mid Performance

To evaluate Jpmorgan Mid Cap Mutual Fund 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 Mid 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 Mutual Fund'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 Mid Cap stock market performance in a much more refined way. At Macroaxis, we take it even further. 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 invests at least 80 percent of its assets in equity securities of mid cap companies. Jpmorgan Mid is traded on NASDAQ Exchange in the United States.

Things to note about Jpmorgan Mid Cap

Checking the ongoing alerts about Jpmorgan Mid for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Jpmorgan Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Jpmorgan Mid Alerts

Equity Alerts and Improvement Suggestions

Jpmorgan Mid Cap generated a negative expected return over the last 90 days
Jpmorgan Mid Cap is unlikely to experience financial distress in the next 2 years
The fund retains 97.12% of its assets under management (AUM) in equities
Please see Risk vs Return Analysis. Note that the Jpmorgan Mid Cap information on this page should be used as a complementary analysis to other Jpmorgan Mid'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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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