Jpmorgan Small Cap Fund Manager Performance Evaluation
| VSSBX Fund | USD 36.49 0.04 0.11% |
The fund retains a Market Volatility (i.e., Beta) of 1.62, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jpmorgan Small will likely underperform.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Jpmorgan Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Jpmorgan Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1400 |
Jpmorgan |
Jpmorgan Small Relative Risk vs. Return Landscape
If you would invest 3,745 in Jpmorgan Small Cap on January 20, 2024 and sell it today you would lose (96.00) from holding Jpmorgan Small Cap or give up 2.56% of portfolio value over 90 days. Jpmorgan Small Cap is currently producing negative expected returns and takes up 1.1699% volatility of returns over 90 trading days. Put another way, 10% 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 |
Jpmorgan Small Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Small Cap retains a regular Real Value of $36.72 per share. The prevalent price of the fund is $36.49. We determine the value of Jpmorgan Small Cap 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 Small 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 Small. Since Jpmorgan Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Small'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 36.49 | Real 36.72 | Hype 35.46 | Naive 35.25 |
The real value of Jpmorgan Mutual Fund, also known as its intrinsic value, is the underlying worth of Jpmorgan Small Cap Mutual Fund, which is reflected in its stock price. It is based on Jpmorgan Small's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Jpmorgan Small'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 Small'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.
Estimating the potential upside or downside of Jpmorgan Small 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 Small more accurately as focusing exclusively on Jpmorgan Small's fundamentals will not take into account other important factors: Jpmorgan Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Small Cap, and traders can use it to determine the average amount a Jpmorgan Small'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 = -0.0294
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VSSBX |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jpmorgan Small is not performing at its full potential. However, 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 Small by adding Jpmorgan Small to a well-diversified portfolio.
Jpmorgan Small Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Small, and Jpmorgan Small 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.
| Total Asset | 137.12 M | ||||
About Jpmorgan Small Performance
To evaluate Jpmorgan Small 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 Small 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 Small Cap 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.Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap companies meeting the advisers sustainability criteria. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of Russell 2000 Index at the time of purchase.Things to note about Jpmorgan Small Cap performance evaluation
Checking the ongoing alerts about Jpmorgan Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan Small Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Hedge fund Citadel to expand its London office space with tower move - Financial Times | |
| The fund generated three year return of -7.0% | |
| Jpmorgan Small Cap keeps 98.45% of its net assets in stocks |
- Analyzing Jpmorgan Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Small's mutual fund. These opinions can provide insight into Jpmorgan Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Jpmorgan Small Cap. 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 bureau of labor statistics. Note that the Jpmorgan Small Cap information on this page should be used as a complementary analysis to other Jpmorgan Small'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 the Transaction History module to view history of all your transactions and understand their impact on performance.