JPMorgan Equity (Australia) Performance
| JHPI Etf | 54.14 0.26 0.48% |
The etf retains a Market Volatility (i.e., Beta) of 0.0234, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMorgan Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Equity is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Equity Premium are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, JPMorgan Equity is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Farther Finance Advisors LLC Makes New Investment in John Hancock Preferred Income ETF - Defense World | 11/12/2024 |
2 | Long Term Investment Analysis - Stock Traders Daily | 12/04/2024 |
JPMorgan |
JPMorgan Equity Relative Risk vs. Return Landscape
If you would invest 5,221 in JPMorgan Equity Premium on September 12, 2024 and sell it today you would earn a total of 193.00 from holding JPMorgan Equity Premium or generate 3.7% return on investment over 90 days. JPMorgan Equity Premium is generating 0.057% of daily returns and assumes 0.4907% volatility on return distribution over the 90 days horizon. Simply put, 4% of etfs are less volatile than JPMorgan, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
JPMorgan Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Equity Premium, and traders can use it to determine the average amount a JPMorgan Equity'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 = 0.1162
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | JHPI | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average JPMorgan Equity is performing at about 9% 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 Equity by adding it to a well-diversified portfolio.
About JPMorgan Equity Performance
Assessing JPMorgan Equity's fundamental ratios provides investors with valuable insights into JPMorgan Equity's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the JPMorgan Equity is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
JPMorgan Equity is entity of Australia. It is traded as Etf on AU exchange.| Latest headline from news.google.com: Long Term Investment Analysis - Stock Traders Daily |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Equity Premium. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Please note, there is a significant difference between JPMorgan Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Equity'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.