Jpmorgan Intrepid Value Fund Buy Hold or Sell Recommendation

JIVAX Fund  USD 29.62  0.34  1.16%   
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Jpmorgan Intrepid Value is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Jpmorgan Intrepid Value given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Jpmorgan Intrepid Value, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Jpmorgan Intrepid Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Jpmorgan and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Jpmorgan Intrepid Value. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.

Execute Jpmorgan Intrepid Buy or Sell Advice

The Jpmorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Jpmorgan Intrepid Value. Macroaxis does not own or have any residual interests in Jpmorgan Intrepid Value or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jpmorgan Intrepid's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan IntrepidBuy Jpmorgan Intrepid
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Jpmorgan Intrepid Value has a Risk Adjusted Performance of (0.09), Jensen Alpha of (0.15), Total Risk Alpha of (0.16) and Treynor Ratio of (0.14)
Our trade recommendations module complements current analysts and expert consensus on Jpmorgan Intrepid Value. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Jpmorgan Intrepid annual yield and net asset to ensure your buy or sell decision on Jpmorgan Intrepid Value is adequate.

Jpmorgan Intrepid Trading Alerts and Improvement Suggestions

Jpmorgan Intrepid generated a negative expected return over the last 90 days
The fund retains 98.94% of its assets under management (AUM) in equities

Jpmorgan Intrepid Returns Distribution Density

The distribution of Jpmorgan Intrepid's historical returns is an attempt to chart the uncertainty of Jpmorgan Intrepid's future price movements. The chart of the probability distribution of Jpmorgan Intrepid daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Intrepid Value price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Intrepid returns is essential to provide solid investment advice for Jpmorgan Intrepid.
Mean Return
-0.12
Value At Risk
-0.94
Potential Upside
1.06
Standard Deviation
1.04
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jpmorgan Intrepid historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Jpmorgan Intrepid Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Jpmorgan Intrepid or JPMorgan sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Jpmorgan Intrepid's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Jpmorgan fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.15
β
Beta against Dow Jones0.89
σ
Overall volatility
1.06
Ir
Information ratio -0.14

Jpmorgan Intrepid Volatility Alert

Jpmorgan Intrepid Value exhibits very low volatility with skewness of -3.04 and kurtosis of 18.99. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jpmorgan Intrepid's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jpmorgan Intrepid's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Jpmorgan Intrepid Fundamentals Vs Peers

Comparing Jpmorgan Intrepid's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Jpmorgan Intrepid's direct or indirect competition across all of the common fundamentals between Jpmorgan Intrepid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Intrepid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Intrepid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Intrepid by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Intrepid to competition
FundamentalsJpmorgan IntrepidPeer Average
Price To Earning13.66 X6.53 X
Price To Book1.43 X0.74 X
Price To Sales0.95 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return15.26 %0.39 %
One Year Return17.42 %4.15 %
Three Year Return7.96 %3.60 %
Five Year Return9.89 %3.24 %
Ten Year Return9.06 %1.79 %
Net Asset177.61 M4.11 B
Last Dividend Paid0.070.65
Cash Position Weight1.06 %10.61 %
Equity Positions Weight98.94 %63.90 %

Jpmorgan Intrepid Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Jpmorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Jpmorgan Intrepid Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Intrepid Value? Buying financial instruments such as Jpmorgan Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Jpmorgan Intrepid 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.

Did You Try This Idea?

Run Transportation Thematic Idea Now

Transportation
Transportation Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Transportation theme has 61 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 Transportation Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Intrepid 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 Intrepid security.
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon