Jp Morgan Financial Statements From 2010 to 2025
| JTSQX Fund | USD 23.02 0.28 1.20% |
Check Jp Morgan financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jp Morgan's main balance sheet or income statement drivers, such as , as well as many indicators such as . JTSQX financial statements analysis is a perfect complement when working with Jp Morgan Valuation or Volatility modules.
JTSQX |
Jp Morgan Smartretirement Mutual Fund Year To Date Return Analysis
Jp Morgan'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 Jp Morgan Year To Date Return | 3.02 % |
Most of Jp Morgan'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, Jp Morgan Smartretirement 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.
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According to the company's disclosures, Jp Morgan Smartretirement has a Year To Date Return of 3.0209%. This is much higher than that of the JPMorgan family and significantly higher than that of the Target-Date 2050 category. The year to date return for all United States funds is notably lower than that of the firm.
Jp Morgan Smartretirement Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jp Morgan's current stock value. Our valuation model uses many indicators to compare Jp Morgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jp Morgan competition to find correlations between indicators driving Jp Morgan's intrinsic value. More Info.Jp Morgan Smartretirement 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 145.24 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 Jp Morgan's earnings, one of the primary drivers of an investment's value.About Jp Morgan Financial Statements
Jp Morgan investors use historical fundamental indicators, such as Jp Morgan'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 Jp Morgan. Please read more on our technical analysis and fundamental analysis pages.
The fund is generally intended for investors who plan to retire around the year 2050 . Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.
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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 JTSQX Mutual Fund
Jp Morgan financial ratios help investors to determine whether JTSQX 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 JTSQX with respect to the benefits of owning Jp Morgan security.
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