Jpmorgan Core Financial Statements From 2010 to 2025
| JCPUX Fund | USD 7.24 0.01 0.14% |
Check Jpmorgan Core financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jpmorgan Core's main balance sheet or income statement drivers, such as , as well as many indicators such as . Jpmorgan financial statements analysis is a perfect complement when working with Jpmorgan Core Valuation or Volatility modules.
Jpmorgan |
Jpmorgan E Plus Mutual Fund Year To Date Return Analysis
Jpmorgan Core's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Core Year To Date Return | 2.20 % |
Most of Jpmorgan Core's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan E Plus is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
According to the company's disclosures, Jpmorgan E Plus has a Year To Date Return of 2.2045%. This is much higher than that of the JPMorgan family and significantly higher than that of the Intermediate Core-Plus Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Jpmorgan E Plus Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Core's current stock value. Our valuation model uses many indicators to compare Jpmorgan Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Core competition to find correlations between indicators driving Jpmorgan Core's intrinsic value. More Info.Jpmorgan E Plus is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 45.27 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Core's earnings, one of the primary drivers of an investment's value.About Jpmorgan Core Financial Statements
Jpmorgan Core investors use historical fundamental indicators, such as Jpmorgan Core's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Jpmorgan Core. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its assets in bonds. Under normal conditions, at least 70 percent of its total assets must be invested in securities that, at the time of purchase, are rated investment grade. The funds investments in below investment grade securities or the unrated equivalent including below investment grade foreign securities will not, under normal circumstances, exceed more than 30 percent of the funds total assets. Its average weighted maturity will ordinarily range between five and twenty years.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Core 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 Core security.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Global Correlations Find global opportunities by holding instruments from different markets |