Jpmorgan Diversified Return Etf Performance

JPUS Etf  USD 112.00  0.60  0.54%   
The etf retains a Market Volatility (i.e., Beta) of 0.98, which attests to possible diversification benefits within a given portfolio. JPMorgan Diversified returns are very sensitive to returns on the market. As the market goes up or down, JPMorgan Diversified is expected to follow.

Risk-Adjusted Performance

18 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Diversified Return are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, JPMorgan Diversified may actually be approaching a critical reversion point that can send shares even higher in April 2024. ...more
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JPMorgan Diversified Return US Equity ETF Shares Acquired by Nwam LLC
01/19/2024
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JPMorgan Diversified Return US Equity ETF Sets New 12-Month High at 108.19
03/05/2024
In Threey Sharp Ratio0.48
  

JPMorgan Diversified Relative Risk vs. Return Landscape

If you would invest  10,237  in JPMorgan Diversified Return on December 29, 2023 and sell it today you would earn a total of  903.00  from holding JPMorgan Diversified Return or generate 8.82% return on investment over 90 days. JPMorgan Diversified Return is currently generating 0.1382% in daily expected returns and assumes 0.5916% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than JPMorgan, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days JPMorgan Diversified is expected to generate 1.04 times more return on investment than the market. However, the company is 1.04 times more volatile than its market benchmark. It trades about 0.23 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of risk.

JPMorgan Diversified Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Diversified's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Diversified Return, and traders can use it to determine the average amount a JPMorgan Diversified'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 = 0.2335

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Estimated Market Risk

 0.59
  actual daily
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95% of assets are more volatile

Expected Return

 0.14
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98% of assets have higher returns

Risk-Adjusted Return

 0.23
  actual daily
18
82% of assets perform better
Based on monthly moving average JPMorgan Diversified is performing at about 18% 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 Diversified by adding it to a well-diversified portfolio.

JPMorgan Diversified Fundamentals Growth

JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Diversified, and JPMorgan Diversified 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.

About JPMorgan Diversified Performance

To evaluate JPMorgan Diversified 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 Diversified 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 Diversified 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.
The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM Dvsd is traded on NYSEARCA Exchange in the United States.
Latest headline from thelincolnianonline.com: JPMorgan Diversified Return US Equity ETF Sets New 12-Month High at 108.19
The fund retains 99.75% of its assets under management (AUM) in equities
When determining whether JPMorgan Diversified is a strong investment it is important to analyze JPMorgan Diversified's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Diversified's future performance. For an informed investment choice regarding JPMorgan Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Diversified Return. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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The market value of JPMorgan Diversified 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 Diversified's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Diversified'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 Diversified's market value can be influenced by many factors that don't directly affect JPMorgan Diversified'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 Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Diversified'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.