Jpmorgan Smartretirement Income Fund Manager Performance Evaluation

JSIIX Fund  USD 15.09  0.02  0.13%   
The fund retains a Market Volatility (i.e., Beta) of -0.0239, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Jpmorgan Smartretirement are expected to decrease at a much lower rate. During the bear market, Jpmorgan Smartretirement is likely to outperform the market.

Risk-Adjusted Performance

10 of 100

 
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Smartretirement Income are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Jpmorgan Smartretirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio0.4400
  

Jpmorgan Smartretirement Relative Risk vs. Return Landscape

If you would invest  1,466  in Jpmorgan Smartretirement Income on January 13, 2024 and sell it today you would earn a total of  43.00  from holding Jpmorgan Smartretirement Income or generate 2.93% return on investment over 90 days. Jpmorgan Smartretirement Income is currently producing 0.0481% returns and takes up 0.3711% volatility of returns over 90 trading days. Put another way, 3% 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.
  Expected Return   
       Risk  
Assuming the 90 days horizon Jpmorgan Smartretirement is expected to generate 2.56 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.59 times less risky than the market. It trades about 0.13 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.21 of returns per unit of risk over similar time horizon.

Jpmorgan Smartretirement Current Valuation

Fairly Valued
Today
15.09
Please note that Jpmorgan Smartretirement's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Smartretirement retains a regular Real Value of $15.06 per share. The prevalent price of the fund is $15.09. We determine the value of Jpmorgan Smartretirement from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Our valuation method for Jpmorgan Smartretirement Income 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 Smartretirement. Since Jpmorgan Smartretirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Smartretirement'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.
Historical Market  15.09 Real  15.06 Hype  15.09 Naive  15.06
The real value of Jpmorgan Mutual Fund, also known as its intrinsic value, is the underlying worth of Jpmorgan Smartretirement Mutual Fund, which is reflected in its stock price. It is based on Jpmorgan Smartretirement's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Jpmorgan Smartretirement's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jpmorgan Smartretirement's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
15.06
Real Value
15.43
Upside
Estimating the potential upside or downside of Jpmorgan Smartretirement Income 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 Smartretirement more accurately as focusing exclusively on Jpmorgan Smartretirement's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.9415.1415.35
Details
Hype
Prediction
LowEstimatedHigh
14.7215.0915.46
Details
Naive
Forecast
LowNext ValueHigh
14.6915.0615.43
Details

Jpmorgan Smartretirement Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Smartretirement's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Smartretirement Income, and traders can use it to determine the average amount a Jpmorgan Smartretirement'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 = 0.1296

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Estimated Market Risk

 0.37
  actual daily
3
97% of assets are more volatile

Expected Return

 0.05
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.13
  actual daily
10
90% of assets perform better
Based on monthly moving average Jpmorgan Smartretirement is performing at about 10% 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 Smartretirement by adding it to a well-diversified portfolio.

Jpmorgan Smartretirement Fundamentals Growth

Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Smartretirement, and Jpmorgan Smartretirement 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 Mutual Fund performance.

About Jpmorgan Smartretirement Performance

To evaluate Jpmorgan Smartretirement 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 Smartretirement 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 Smartretirement 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 is a fund of funds that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.

Things to note about Jpmorgan Smartretirement performance evaluation

Checking the ongoing alerts about Jpmorgan Smartretirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Smartretirement help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains about 11.73% of its assets under management (AUM) in cash
Evaluating Jpmorgan Smartretirement's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Jpmorgan Smartretirement's mutual fund performance include:
  • Analyzing Jpmorgan Smartretirement's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jpmorgan Smartretirement's stock is overvalued or undervalued compared to its peers.
  • Examining Jpmorgan Smartretirement's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Jpmorgan Smartretirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Smartretirement's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Jpmorgan Smartretirement's mutual fund. These opinions can provide insight into Jpmorgan Smartretirement's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Jpmorgan Smartretirement's mutual fund performance is not an exact science, and many factors can impact Jpmorgan Smartretirement's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Smartretirement Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Please note, there is a significant difference between Jpmorgan Smartretirement's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Smartretirement is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Smartretirement'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.