Jpmorgan Equity Fund Manager Performance Evaluation

JUEPX Fund  USD 27.22  0.14  0.52%   
The fund retains a Market Volatility (i.e., Beta) of 0.87, which attests to possible diversification benefits within a given portfolio. Jpmorgan returns are very sensitive to returns on the market. As the market goes up or down, Jpmorgan is expected to follow.

Risk-Adjusted Performance

20 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Equity Fund are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jpmorgan may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Expense Ratio0.9400
  

Jpmorgan Relative Risk vs. Return Landscape

If you would invest  2,407  in Jpmorgan Equity Fund on September 6, 2024 and sell it today you would earn a total of  315.00  from holding Jpmorgan Equity Fund or generate 13.09% return on investment over 90 days. Jpmorgan Equity Fund is currently producing 0.1982% returns and takes up 0.7552% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Jpmorgan, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Jpmorgan is expected to generate 1.03 times more return on investment than the market. However, the company is 1.03 times more volatile than its market benchmark. It trades about 0.26 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.24 per unit of risk.

Jpmorgan Current Valuation

Undervalued
Today
27.22
Please note that Jpmorgan's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Jpmorgan Equity retains a regular Real Value of $29.13 per share. The prevalent price of the fund is $27.22. We determine the value of Jpmorgan Equity 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 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan'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  27.22 Real  29.13 Hype  27.22
The intrinsic value of Jpmorgan'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'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.
29.13
Real Value
29.89
Upside
Estimating the potential upside or downside of Jpmorgan Equity Fund 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 more accurately as focusing exclusively on Jpmorgan's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
26.4627.2227.98
Details

Jpmorgan Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Equity Fund, and traders can use it to determine the average amount a Jpmorgan'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 = 0.2625

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Estimated Market Risk

 0.76
  actual daily
6
94% of assets are more volatile

Expected Return

 0.2
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.26
  actual daily
20
80% of assets perform better
Based on monthly moving average Jpmorgan is performing at about 20% 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 by adding it to a well-diversified portfolio.

Jpmorgan Fundamentals Growth

Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan, and Jpmorgan 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.

About Jpmorgan Performance

Evaluating Jpmorgan's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan 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 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 equity securities of U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20 percent of its assets in common stocks of foreign companies, including depositary receipts.

Things to note about Jpmorgan Equity performance evaluation

Checking the ongoing alerts about Jpmorgan for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Equity 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 97.7% of its assets under management (AUM) in equities
Evaluating Jpmorgan's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Jpmorgan's mutual fund performance include:
  • Analyzing Jpmorgan'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's stock is overvalued or undervalued compared to its peers.
  • Examining Jpmorgan'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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Jpmorgan's mutual fund. These opinions can provide insight into Jpmorgan's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Jpmorgan's mutual fund performance is not an exact science, and many factors can impact Jpmorgan's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan 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 security.
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