Jpmorgan Unconstrained Debt Fund Manager Performance Evaluation
| JSIMX Fund | USD 9.82 0.01 0.10% |
The fund retains a Market Volatility (i.e., Beta) of 0.0344, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Unconstrained's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Unconstrained is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Unconstrained Debt are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Jpmorgan Unconstrained is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5000 |
Jpmorgan |
Jpmorgan Unconstrained Relative Risk vs. Return Landscape
If you would invest 972.00 in Jpmorgan Unconstrained Debt on September 5, 2024 and sell it today you would earn a total of 10.00 from holding Jpmorgan Unconstrained Debt or generate 1.03% return on investment over 90 days. Jpmorgan Unconstrained Debt is currently producing 0.0161% returns and takes up 0.1425% volatility of returns over 90 trading days. Put another way, 1% 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 Unconstrained Current Valuation
Overvalued
Today
Please note that Jpmorgan Unconstrained's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jpmorgan Unconstrained retains a regular Real Value of $9.02 per share. The prevalent price of the fund is $9.82. We determine the value of Jpmorgan Unconstrained 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.
Since Jpmorgan Unconstrained is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Unconstrained'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 9.82 | Real 9.02 | Hype 9.82 | Naive 9.83 |
The intrinsic value of Jpmorgan Unconstrained'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 Unconstrained'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 Unconstrained Debt 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 Unconstrained more accurately as focusing exclusively on Jpmorgan Unconstrained's fundamentals will not take into account other important factors: Jpmorgan Unconstrained Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Unconstrained's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Unconstrained Debt, and traders can use it to determine the average amount a Jpmorgan Unconstrained'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 = 0.1129
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JSIMX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Jpmorgan Unconstrained is performing at about 8% 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 Unconstrained by adding it to a well-diversified portfolio.
Jpmorgan Unconstrained Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Unconstrained, and Jpmorgan Unconstrained 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 | 991.35 M | ||||
About Jpmorgan Unconstrained Performance
Evaluating Jpmorgan Unconstrained's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Unconstrained has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Jpmorgan Unconstrained has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 debt investments. Debt investments include loan assignments and participations , commitments to purchase Loans, convertible securities, bonds, and all other types of debt securities and debt instruments. Debt investments also include money market investment companies. Assets means net assets plus the amount of borrowings for investment purposes.Things to note about Jpmorgan Unconstrained performance evaluation
Checking the ongoing alerts about Jpmorgan Unconstrained for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Unconstrained help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 17.34% of its assets under management (AUM) in fixed income securities |
- Analyzing Jpmorgan Unconstrained'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 Unconstrained's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Unconstrained'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 Unconstrained's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Unconstrained's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Unconstrained's mutual fund. These opinions can provide insight into Jpmorgan Unconstrained's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Unconstrained 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 Unconstrained security.
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