Jpmorgan Smartretirement Financials
SMTCX Fund | USD 21.34 0.15 0.70% |
Jpmorgan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jpmorgan Smartretirement Fund Summary
Jpmorgan Smartretirement competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement. The fund is generally intended for investors who plan to retire around the year 2040 . Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.Specialization | Target-Date 2040, Large Blend |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | JPMorgan Trust I |
Mutual Fund Family | JPMorgan |
Mutual Fund Category | Target-Date 2040 |
Benchmark | Dow Jones Industrial |
Phone | 800 480 4111 |
Currency | USD - US Dollar |
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Smartretirement's current stock value. Our valuation model uses many indicators to compare Jpmorgan Smartretirement value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Smartretirement competition to find correlations between indicators driving Jpmorgan Smartretirement's intrinsic value. More Info.Jpmorgan Smartretirement 2040 is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Smartretirement 2040 is roughly 8.60 . 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 Smartretirement's earnings, one of the primary drivers of an investment's value.Jpmorgan Smartretirement Systematic Risk
Jpmorgan Smartretirement's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Smartretirement volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Jpmorgan Smartretirement correlated with the market. If Beta is less than 0 Jpmorgan Smartretirement generally moves in the opposite direction as compared to the market. If Jpmorgan Smartretirement Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Smartretirement is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Smartretirement is generally in the same direction as the market. If Beta > 1 Jpmorgan Smartretirement moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Smartretirement December 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Smartretirement help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Smartretirement 2040. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Smartretirement 2040 based on widely used predictive technical indicators. In general, we focus on analyzing Jpmorgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jpmorgan Smartretirement's daily price indicators and compare them against related drivers.
Information Ratio | (0.12) | |||
Maximum Drawdown | 3.49 | |||
Value At Risk | (0.85) | |||
Potential Upside | 0.9017 |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Smartretirement security.
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |