JPM Global Competition

Funds . Germany . 
Fund . JPM Global Natural
JYJ7 Fund  EUR 20.17  0.00  0.00%   
JPM Global Natural competes with Groupama Entreprises, Renaissance Europe, Superior Plus, Intel, and Volkswagen; as well as few others. The fund is not classified under any group at this time. Analyzing JPM Global 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 JPM Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out JPM Global 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 JPM Global competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
18.9920.1721.35
Details
Intrinsic
Valuation
LowRealHigh
19.2620.4421.62
Details

JPM Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between JPM Global 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 JPM 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 JPM Global Natural does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
VOW
+ 0.83
0P00000PM8
3RKU
+ 0.8
0P00001S8S
8SP
+ 0.79
0P00000PM8
VOW
+ 0.72
8SP
RRU
+ 0.71
0P00001S8S
9K1
+ 0.66
VOW
  
High negative correlations   
9K1
- 0.91
0P00001S8S
3RKU
- 0.89
9K1
RS6
- 0.86
VOW
VOW
- 0.79
0P00001S8S
8SP
- 0.72
0P00001S8S
9K1
- 0.67
RRU

Risk-Adjusted Indicators

There is a big difference between JPM Fund performing well and JPM Global 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 JPM Global'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
0P00001S8S  0.01  0.00  0.00 (1.27) 0.00 
 0.00 
 0.04 
 0.00 
 0.04 
0P00000PM8  0.64 (0.08) 0.00 (3.77) 0.00 
 0.00 
 1.10 
(1.76)
 4.32 
8SP  2.12 (0.22) 0.00 (0.23) 0.00 
 0.00 
 3.36 
(4.50)
 20.22 
INL  2.41 (0.04) 0.00  0.34  0.00 
 0.00 
 5.87 
(5.34)
 16.28 
VOW  1.27 (0.10) 0.00  0.38  0.00 
 0.00 
 3.10 
(2.65)
 9.42 
RS6  1.39  0.04  0.01  0.15  1.58 
(1.53)
 2.15 
(2.93)
 15.24 
RRU  1.46  0.18  0.08  8.31  1.72 
(1.60)
 3.10 
(2.92)
 9.56 
XYTA  12.41  4.01  0.14 (195.37) 8.83 
(55.21)
 33.33 
(25.00)
 233.33 
9K1  1.88 (0.21) 0.00  1.38  0.00 
 0.00 
 3.59 
(4.66)
 14.80 
3RKU  1.62  0.50  0.27 (5.20) 1.27 
(2.24)
 3.92 
(2.40)
 9.54 
All Fundamental Data

JPM Global Competitive Analysis

The better you understand JPM Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, JPM Global'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 JPM Global'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
JYJ7 0P00001S8S 0P00000PM8 8SP INL VOW RS6 RRU XYTA 9K1
 0.00 
 20.17 
JPM
 0.00 
 594.20 
Groupama
 0.00 
 260.13 
Renaissance
 1.46 
 4.18 
Superior
 1.13 
 19.33 
Intel
 1.50 
 91.50 
Volkswagen
 0.00 
 259.80 
Reliance
 2.19 
 7.01 
Rolls
 0.00 
 0 
CHINA
 4.09 
 1.78 
NORDIC
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Moderately volatile
Not too volatile
Very steady
Very steady
Not too volatile
Out of control
Very risky
Market Performance
(90 Days Performance)
Very Weak
Market Crasher
Very Weak
Very Weak
Very Weak
Very Weak
Weak
OK
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
About Average
Low
Low
Quite High
Low
Low
Low
About Average
Above Average
About Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Buy
Strong Hold
Strong Buy
Strong Hold
Hold
Strong Buy
Strong Hold
Cautious Hold
Strong Hold
Current Ratio
N/A
N/A
N/A
1.33
N/A
N/A
4.06
1.07
0.67
N/A
Net Asset
N/A
4.25 B
3.48 B
4.48 B
182.1 B
528.61 B
10.33 B
29.45 B
N/A
N/A
Profit Margin
N/A
N/A
N/A
-0.0333
N/A
N/A
0.11
-0.0939
-2.08
N/A
EBITDA
N/A
N/A
N/A
202.9 M
21.3 B
49.43 B
2.73 B
(207 M)
47.39 M
N/A
Operating Margin
N/A
N/A
N/A
0.0049
N/A
N/A
0.15
0.0582
0.11
N/A
Current Valuation
N/A
N/A
N/A
2.78 B
126.75 B
201.15 B
12.83 B
14.94 B
N/A
N/A
Price To Book
N/A
N/A
N/A
1.76
1.18
0.53
1.78
N/A
N/A
N/A
Five Year Return
N/A
-0.27
4.78
5.75
N/A
N/A
1.9
N/A
N/A
N/A
One Year Return
N/A
-0.43
3.06
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
N/A
N/A
N/A
0.86
N/A
N/A
0.89
1.7
0.55
N/A
Cash Position Weight
N/A
95.38
1.4
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
N/A
N/A
98.4
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Employees
N/A
1
1
28
5
N/A
10
10
153
N/A
Shares Outstanding
N/A
N/A
N/A
200.7 M
N/A
N/A
58.79 M
8.37 B
4.77 B
N/A
Three Year Return
N/A
-0.38
5.45
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
248.7 M
15.43 B
38.63 B
2.12 B
1.85 B
3.06 M
N/A
Annual Yield
N/A
N/A
N/A
0.0662
0.018
0.0401
0.0163
0.0398
N/A
N/A
Total Debt
N/A
N/A
N/A
1.91 B
37.68 B
123.89 B
1.14 B
4.11 B
3.63 B
N/A
Return On Equity
N/A
N/A
N/A
-0.0634
N/A
N/A
0.28
N/A
N/A
N/A
Bond Positions Weight
N/A
3.42
0.2
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
2.4
N/A
8.2
1.8
N/A
N/A
Return On Asset
N/A
N/A
N/A
0.0026
N/A
N/A
0.16
0.0169
0.0117
N/A
Book Value Per Share
N/A
N/A
N/A
5.52
N/A
N/A
120.56
-0.72
-2.42
N/A
Minimum Initial Investment
N/A
500
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
4.25 B
3.48 B
4.48 B
182.1 B
528.61 B
10.33 B
29.45 B
N/A
N/A
Debt To Equity
N/A
N/A
N/A
163.2
N/A
N/A
49.0
580.9
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
0.72
0.33
4.8
3.5
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
181.17
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
36.16
N/A
N/A
83.58
64.39
N/A
N/A
Market Capitalization
N/A
N/A
N/A
1.54 B
182.18 B
117.75 B
13.85 B
13.99 B
39.16 M
N/A
Price To Earning
N/A
N/A
N/A
30.24
N/A
N/A
8.86
5.69
N/A
N/A
Price To Earnings To Growth
N/A
N/A
N/A
N/A
12.86
4.22
N/A
0.23
N/A
N/A
Price To Sales
N/A
N/A
N/A
0.46
1.7
0.35
0.65
0.75
N/A
N/A
Net Income
N/A
N/A
N/A
(112.5 M)
8.01 B
15.38 B
1.84 B
(1.27 B)
(333.9 M)
N/A
Earnings Per Share
N/A
N/A
N/A
-0.4
N/A
N/A
28.2
-0.33
-0.006
N/A
Shares Owned By Insiders
N/A
N/A
N/A
0.35
N/A
N/A
0.86
0.1
51.82
N/A
Revenue
N/A
N/A
N/A
3.38 B
63.05 B
250.2 B
17.02 B
13.52 B
232.34 M
N/A
Ten Year Return
N/A
0.06
9.89
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
33.45 M
N/A
N/A
133.6 M
5.81 B
6.01 M
N/A
Cash Per Share
N/A
N/A
N/A
0.19
N/A
N/A
1.99
3.14
N/A
N/A
Gross Profit
N/A
N/A
N/A
1.15 B
N/A
N/A
5.26 B
2.76 B
53.08 M
N/A
Day Typical Price
20.17
594.2
260.13
4.16
19.4
90.82
259.8
6.97
0.0015
1.74
Accumulation Distribution
N/A
N/A
N/A
0.0144
0.0113
0.0224
N/A
0.0242
N/A
0.0618
Market Facilitation Index
N/A
N/A
N/A
0.06
0.22
2.05
N/A
0.17
N/A
0.11
Daily Balance Of Power
0.0
0.0
0.0
1.0
(1.00)
0.6585
0.0
0.8824
0.0
0.6364
Period Momentum Indicator
N/A
N/A
N/A
0.06
(0.22)
1.35
N/A
0.15
N/A
0.07
Rate Of Daily Change
1.0
1.0
1.0
1.01
0.99
1.01
1.0
1.02
1.0
1.04
Day Median Price
20.17
594.2
260.13
4.15
19.44
90.48
259.8
6.95
0.0015
1.73
Price Action Indicator
N/A
N/A
N/A
0.06
(0.22)
1.7
N/A
0.14
N/A
0.09
Coefficient Of Variation
(6,724)
99.18
(1,318)
(1,805)
(9,040)
(1,778)
3836.05
1004.87
709.2
(1,288)
Mean Deviation
0.9296
0.0092
0.6405
2.12
2.41
1.27
1.39
1.46
12.41
1.88
Jensen Alpha
(0.03)
0.0022
(0.08)
(0.22)
(0.04)
(0.1)
0.0388
0.179
4.01
(0.21)
Total Risk Alpha
(0.06)
0.0018
(0.1)
(0.29)
(0.13)
(0.15)
(0.01)
0.1265
3.21
(0.28)
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.0145
0.0794
0.1427
N/A
Downside Variance
N/A
N/A
N/A
N/A
N/A
N/A
2.62
3.92
778.7
N/A
Standard Deviation
1.19
0.0121
0.8507
3.37
3.19
1.69
2.13
1.9
28.48
2.6
Kurtosis
(0.26)
0.1338
0.5763
10.54
0.3958
1.28
12.57
0.5001
35.16
1.09
Potential Upside
2.05
0.0356
1.1
3.36
5.87
3.1
2.15
3.1
33.33
3.59
Treynor Ratio
(0.14)
(1.27)
(3.77)
(0.23)
0.3424
0.3803
0.1495
8.31
(195.37)
1.38
Maximum Drawdown
5.26
0.0424
4.32
20.22
16.28
9.42
15.24
9.56
233.33
14.8
Variance
1.41
1.0E-4
0.7237
11.33
10.2
2.87
4.55
3.63
810.85
6.77
Market Risk Adjusted Performance
(0.13)
(1.26)
(3.76)
(0.22)
0.3524
0.3903
0.1595
8.32
(195.36)
1.39
Risk Adjusted Performance
(0.01)
0.1529
(0.06)
(0.04)
(0)
(0.04)
0.027
0.0851
0.1221
(0.05)
Skewness
0.0549
1.15
(0.43)
(0.65)
0.3384
0.5453
2.49
(0.37)
5.22
(0.28)
Semi Deviation
N/A
N/A
N/A
N/A
N/A
N/A
1.58
1.72
8.83
N/A
Information Ratio
(0.04)
(1.66)
(0.11)
(0.06)
(0.02)
(0.08)
0.011
0.0826
0.1399
(0.09)
Value At Risk
(2.01)
N/A
(1.76)
(4.50)
(5.34)
(2.65)
(2.93)
(2.92)
(25.00)
(4.66)
Expected Short fall
N/A
N/A
N/A
N/A
N/A
N/A
(1.53)
(1.60)
(55.21)
N/A
Downside Deviation
N/A
N/A
N/A
N/A
N/A
N/A
1.62
1.98
27.91
N/A
Semi Variance
N/A
N/A
N/A
N/A
N/A
N/A
2.48
2.95
77.88
N/A

JPM Global Competition Performance Charts

Five steps to successful analysis of JPM Global Competition

JPM Global'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 JPM Global Natural in relation to its competition. JPM Global's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of JPM Global 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 JPM Global's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to JPM Global Natural, 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.

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Other Information on Investing in JPM Fund

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