Jpmorgan Equity Competition

JUEQX Fund  USD 24.96  0.27  1.09%   
Jpmorgan Equity competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement; as well as few others. The fund is listed under Large Blend category and is part of JPMorgan family. Analyzing Jpmorgan Equity competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Jpmorgan Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Jpmorgan Equity Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Jpmorgan Equity competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
23.8724.9626.05
Details
Intrinsic
Valuation
LowRealHigh
24.1525.2426.33
Details

Jpmorgan Equity Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Jpmorgan Equity and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Jpmorgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Jpmorgan Equity does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Jpmorgan Mutual Fund performing well and Jpmorgan Equity Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Jpmorgan Equity's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SRJIX  0.40 (0.07) 0.00 (0.11) 0.00 
 0.81 
 3.13 
SRJQX  0.40 (0.07) 0.00 (0.11) 0.00 
 0.81 
 3.13 
SRJPX  0.40 (0.07) 0.00 (0.12) 0.00 
 0.83 
 3.09 
SRJSX  0.39 (0.06) 0.00 (0.45) 0.00 
 0.85 
 3.09 
SRJYX  0.40 (0.07) 0.00 (0.11) 0.00 
 0.85 
 3.08 
SRJZX  0.40 (0.07) 0.00 (0.12) 0.00 
 0.83 
 3.09 
SRJCX  0.40 (0.07) 0.00 (0.12) 0.00 
 0.84 
 3.13 
SRJAX  0.40 (0.07) 0.00 (0.12) 0.00 
 0.82 
 3.12 
OSGCX  0.93 (0.03)(0.02) 0.00  1.23 
 1.78 
 8.87 
OSGIX  0.93 (0.04) 0.00 (0.01) 0.00 
 1.55 
 11.84 

Jpmorgan Equity Competitive Analysis

The better you understand Jpmorgan Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jpmorgan Equity's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Jpmorgan Equity's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
JUEQX SRJIX SRJQX SRJPX SRJSX SRJYX SRJZX SRJCX SRJAX OSGCX
 1.09 
 24.96 
Jpmorgan
 0.49 
 20.39 
Jpmorgan
 0.54 
 20.36 
Jpmorgan
 0.50 
 19.99 
Jpmorgan
 0.49 
 20.34 
Jpmorgan
 0.54 
 20.41 
Jpmorgan
 0.55 
 19.97 
Jpmorgan
 0.51 
 19.75 
Jpmorgan
 0.50 
 20.14 
Jpmorgan
 1.09 
 10.20 
Jpmorgan
Market Volatility
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Period Momentum Indicator
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Price Action Indicator
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Mean Deviation
Jensen Alpha
Total Risk Alpha
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Potential Upside
Treynor Ratio
Maximum Drawdown
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Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
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Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Jpmorgan Equity Competition Performance Charts

Five steps to successful analysis of Jpmorgan Equity Competition

Jpmorgan Equity's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Jpmorgan Equity in relation to its competition. Jpmorgan Equity's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Jpmorgan Equity in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Jpmorgan Equity's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Jpmorgan Equity, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Jpmorgan Equity position

In addition to having Jpmorgan Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Small Value Funds
Small Value Funds Theme
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 31 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Equity 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 Equity security.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk