Jpmorgan Preferred Financials
JPDAX Fund | USD 9.75 0.01 0.10% |
Jpmorgan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jpmorgan Preferred Fund Summary
Jpmorgan Preferred competes with Red Oak, Abr 7525, T Rowe, Rbc Microcap, and Arrow Managed. The fund invests at least 80 percent of its assets in preferred and debt securities issued by U.S. and non-U.S. issuers and obligors, including traditional preferred securities, hybrid preferred securities that have investment and economic characteristics of both preferred stock and debt securities, floating rate preferred securities, corporate debt securities, convertible securities, CoCos, and securities of other open-end or ETFs that invest primarily in preferred andor debt securities.Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Mutual Fund Family | JPMorgan |
Mutual Fund Category | Preferred Stock |
Benchmark | Dow Jones Industrial |
Currency | USD - US Dollar |
Jpmorgan Preferred And Systematic Risk
Jpmorgan Preferred's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Preferred volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Jpmorgan Preferred And correlated with the market. If Beta is less than 0 Jpmorgan Preferred generally moves in the opposite direction as compared to the market. If Jpmorgan Preferred Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Preferred And is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Preferred is generally in the same direction as the market. If Beta > 1 Jpmorgan Preferred moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Preferred December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Preferred help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Preferred And. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Preferred And based on widely used predictive technical indicators. In general, we focus on analyzing Jpmorgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jpmorgan Preferred's daily price indicators and compare them against related drivers.
Downside Deviation | 0.1658 | |||
Information Ratio | (0.72) | |||
Maximum Drawdown | 0.6179 | |||
Value At Risk | (0.21) | |||
Potential Upside | 0.3083 |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Preferred 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 Preferred security.
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