Jpmorgan Mutual Fund Manager Performance Evaluation

The fund retains a Market Volatility (i.e., Beta) of 0.0, 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. the returns on MARKET and Jpmorgan Value are completely uncorrelated. Although it is extremely important to respect Jpmorgan Value Advantage current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating Jpmorgan Value Advantage technical indicators, you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

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 Jpmorgan Performance
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Over the last 90 days Jpmorgan Value Advantage has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Jpmorgan Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low29.26
Fifty Two Week High43.72
Annual Report Expense Ratio1.14%

Jpmorgan Value Relative Risk vs. Return Landscape

If you would invest (100.00)  in Jpmorgan Value Advantage on June 26, 2021 and sell it today you would earn a total of  100.00  from holding Jpmorgan Value Advantage or generate -100.0% return on investment over 90 days. Jpmorgan Value Advantage is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 (%) 

Jpmorgan Value Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Value Advantage, and traders can use it to determine the average amount a Jpmorgan Value'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 = 0.0

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Based on monthly moving average Jpmorgan Value 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 Value by adding it to a well-diversified portfolio.

Things to note about Jpmorgan Value Advantage

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

Jpmorgan Value Alerts

Equity Alerts and Improvement Suggestions

Jpmorgan Value is not yet fully synchronised with the market data
Jpmorgan Value has some characteristics of a very speculative penny stock
The fund retains 97.16% of its assets under management (AUM) in equities
Check out Risk vs Return Analysis. Note that the Jpmorgan Value Advantage information on this page should be used as a complementary analysis to other Jpmorgan Value'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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Other Tools for Jpmorgan Mutual Fund

When running Jpmorgan Value Advantage price analysis, check to measure Jpmorgan Value'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 Value is operating at the current time. Most of Jpmorgan Value's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Value's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Value's price. Additionally, you may evaluate how the addition of Jpmorgan Value to your portfolios can decrease your overall portfolio volatility.
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