Jpmorgan Small Cap Fund Manager Performance Evaluation
| VSEAX Fund | USD 49.34 0.30 0.60% |
The fund retains a Market Volatility (i.e., Beta) of 1.24, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jpmorgan Small will likely underperform.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Small Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jpmorgan Small may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.2500 |
Jpmorgan |
Jpmorgan Small Relative Risk vs. Return Landscape
If you would invest 4,503 in Jpmorgan Small Cap on September 12, 2024 and sell it today you would earn a total of 431.00 from holding Jpmorgan Small Cap or generate 9.57% return on investment over 90 days. Jpmorgan Small Cap is currently producing 0.1503% returns and takes up 1.025% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Jpmorgan, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Small Current Valuation
Fairly Valued
Today
Please note that Jpmorgan Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jpmorgan Small Cap retains a regular Real Value of $49.11 per share. The prevalent price of the fund is $49.34. We determine the value of Jpmorgan Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Small'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 49.34 | Real 49.11 | Hype 49.34 | Naive 48.8 |
The intrinsic value of Jpmorgan Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Jpmorgan Small's fundamentals will not take into account other important factors: Jpmorgan Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Small Cap, and traders can use it to determine the average amount a Jpmorgan Small'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 = 0.1466
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | VSEAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Jpmorgan Small is performing at about 11% 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 Small by adding it to a well-diversified portfolio.
Jpmorgan Small Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Small, and Jpmorgan Small 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.
| Price To Earning | 23.32 X | |||
| Price To Book | 2.91 X | |||
| Price To Sales | 1.75 X | |||
| Total Asset | 507.76 M | |||
About Jpmorgan Small Performance
Evaluating Jpmorgan Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Small 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 Small 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 small cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index at the time of purchase.Things to note about Jpmorgan Small Cap performance evaluation
Checking the ongoing alerts about Jpmorgan Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 96.81% of its net assets in stocks |
- Analyzing Jpmorgan Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Small's mutual fund. These opinions can provide insight into Jpmorgan Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Small 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 Small security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |