Jpmorgan International Equity Positions Weight vs. Ten Year Return
| JSEAX Fund | USD 17.90 0.06 0.33% |
For Jpmorgan International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan International Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan International Equity over time as well as its relative position and ranking within its peers.
JPMORGAN |
Jpmorgan International Ten Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan International's current stock value. Our valuation model uses many indicators to compare Jpmorgan International value to that of its competitors to determine the firm's financial worth. Jpmorgan International Equity is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in ten year return among similar funds reporting about 0.05 of Ten Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Ten Year Return for Jpmorgan International Equity is roughly 19.10 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan International by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan International'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 International's earnings, one of the primary drivers of an investment's value.JPMORGAN Ten Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Jpmorgan International |
| = | 97.77 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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 International |
| = | 5.12 % |
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.
JPMORGAN Ten Year Return Comparison
Jpmorgan International is currently under evaluation in ten year return among similar funds.
Jpmorgan International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan International will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan International's change in net profit over the period of time. It can combine multiple indicators of Jpmorgan International, 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 investment seeks total return from long-term capital growth and income. The fund invests at least 80 percent of the value of its assets in equity investments. Assets means net assets, plus the amount of borrowings for investment purposes. It primarily invests in foreign companies of various market capitalizations, including foreign subsidiaries of U.S. companies. The fund may invest in securities across all market capitalizations, although it may invest a significant portion of its assets in companies of any one particular market capitalization category.
JPMORGAN Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan International. 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 International 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 International's important profitability drivers and their relationship over time.
Use Jpmorgan International 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 International 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 International will appreciate offsetting losses from the drop in the long position's value.Jpmorgan International Pair Trading
Jpmorgan International Equity Pair Trading Analysis
The ability to find closely correlated positions to Jpmorgan International 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 International 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 International - 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 International Equity to buy it.
The correlation of Jpmorgan International is a statistical measure of how it moves in relation to other equities. 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 International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan International 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 International 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 International position
In addition to having Jpmorgan International 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?
Run Real Estate Thematic Idea Now
Real Estate
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Real Estate theme has 61 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 Real Estate Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Risk vs Return Analysis. Note that the Jpmorgan International information on this page should be used as a complementary analysis to other Jpmorgan International'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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Complementary Tools for JPMORGAN Mutual Fund analysis
When running Jpmorgan International's price analysis, check to measure Jpmorgan International'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 International is operating at the current time. Most of Jpmorgan International's value examination focuses on studying past and present price action to predict the probability of Jpmorgan International's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jpmorgan International's price. Additionally, you may evaluate how the addition of Jpmorgan International to your portfolios can decrease your overall portfolio volatility.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |
To fully project Jpmorgan International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan International 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 International's income statement, its balance sheet, and the statement of cash flows.