Jpmorgan Government Ten Year Return vs. Year To Date Return
| JGBZX Fund | USD 9.27 0.03 0.32% |
For Jpmorgan Government profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Government to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Government Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Government's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Government Bond over time as well as its relative position and ranking within its peers.
Jpmorgan |
Jpmorgan Government Bond Year To Date Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Government's current stock value. Our valuation model uses many indicators to compare Jpmorgan Government value to that of its competitors to determine the firm's financial worth. Jpmorgan Government Bond is currently considered the top fund in ten year return among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 1.19 of Year To Date Return per Ten Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Government by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Government's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Government's earnings, one of the primary drivers of an investment's value.Jpmorgan Year To Date Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Jpmorgan Government |
| = | 3.07 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Jpmorgan Government |
| = | 3.65 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Jpmorgan Year To Date Return Comparison
Jpmorgan Government is currently under evaluation in year to date return among similar funds.
Jpmorgan Government Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Government, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Government will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Government's change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Government, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund principally invests in securities issued by the U.S. government and its agencies and instrumentalities and related to securities issued by the U.S. government and its agencies and instrumentalities. It mainly invests in government bonds with intermediate to long remaining maturities. The funds average weighted maturity will ordinarily range between three and 15 years, taking into account expected prepayment of principal on certain investments.
Jpmorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Government. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Jpmorgan Government position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Jpmorgan Government's important profitability drivers and their relationship over time.
Use Jpmorgan Government in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jpmorgan Government position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jpmorgan Government will appreciate offsetting losses from the drop in the long position's value.Jpmorgan Government Pair Trading
Jpmorgan Government Bond Pair Trading Analysis
The ability to find closely correlated positions to Jpmorgan Government could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jpmorgan Government when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jpmorgan Government - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jpmorgan Government Bond to buy it.
The correlation of Jpmorgan Government is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jpmorgan Government moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Government Bond moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jpmorgan Government can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Jpmorgan Government position
In addition to having Jpmorgan Government in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Funds or Etfs that invest in both long and short positions of different entities to enhance returns from broad market movements over time. The Market Neutral Funds theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Market Neutral Funds Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. Note that the Jpmorgan Government Bond information on this page should be used as a complementary analysis to other Jpmorgan Government'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 Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
To fully project Jpmorgan Government's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Government Bond at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Jpmorgan Government's income statement, its balance sheet, and the statement of cash flows.