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 Small are completely uncorrelated. Although it is extremely important to respect Jpmorgan Small Cap 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 Small Cap 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 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.
Fifty Two Week Low43.02
Fifty Two Week High71.36
Annual Report Expense Ratio1.14%

Jpmorgan Small Relative Risk vs. Return Landscape

If you would invest (100.00)  in Jpmorgan Small Cap on June 30, 2021 and sell it today you would earn a total of  100.00  from holding Jpmorgan Small Cap or generate -100.0% return on investment over 90 days. Jpmorgan Small Cap 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 (%) 
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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 = 0.0

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

Things to note about Jpmorgan Small Cap

Checking the ongoing alerts about Jpmorgan Small for important developments is a great way to find new opportunities for your next move. Our stock 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 Alerts

Equity Alerts and Improvement Suggestions

Jpmorgan Small Cap is not yet fully synchronised with the market data
Jpmorgan Small Cap has some characteristics of a very speculative penny stock
The fund generated three year return of -1.0%
Jpmorgan Small Cap keeps 97.2% of its net assets in stocks
Check out World Market Map. 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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Other Tools for Jpmorgan Mutual Fund

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