Jpmorgan Realty Income Etf Three Year Return
| JPRE Etf | USD 46.45 0.66 1.40% |
JPMorgan Realty Income fundamentals help investors to digest information that contributes to JPMorgan Realty's financial success or failures. It also enables traders to predict the movement of JPMorgan Etf. The fundamental analysis module provides a way to measure JPMorgan Realty's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JPMorgan Realty etf.
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JPMorgan Realty Income ETF Three Year Return Analysis
JPMorgan Realty's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
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Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current JPMorgan Realty Three Year Return | (2.00) % |
Most of JPMorgan Realty's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, JPMorgan Realty Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, JPMorgan Realty Income has a Three Year Return of -2.0%. This is much lower than that of the JPMorgan family and significantly lower than that of the Real Estate category. The three year return for all United States etfs is 161.92% higher than that of the company.
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Fund Asset Allocation for JPMorgan Realty
The fund consists of 97.0% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides JPMorgan Realty's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
JPMorgan Fundamentals
| Beta | 1.08 | |||
| Total Asset | 806.25 M | |||
| One Year Return | 5.40 % | |||
| Three Year Return | (2.00) % | |||
| Five Year Return | 3.60 % | |||
| Ten Year Return | 4.70 % | |||
| Net Asset | 806.25 M | |||
| Equity Positions Weight | 97.00 % |
About JPMorgan Realty Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze JPMorgan Realty Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JPMorgan Realty using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JPMorgan Realty Income based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether JPMorgan Realty Income is a strong investment it is important to analyze JPMorgan Realty's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan Realty's future performance. For an informed investment choice regarding JPMorgan Etf, refer to the following important reports:Check out JPMorgan Realty Piotroski F Score and JPMorgan Realty Altman Z Score analysis. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of JPMorgan Realty Income is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan Realty's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Realty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan Realty's market value can be influenced by many factors that don't directly affect JPMorgan Realty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan Realty's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Realty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Realty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.