JPM America (Germany) Manager Performance Evaluation
| JPJA Fund | EUR 436.10 4.86 1.10% |
The fund retains a Market Volatility (i.e., Beta) of -0.36, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning JPM America are expected to decrease at a much lower rate. During the bear market, JPM America is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in JPM America Equity are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather weak technical and fundamental indicators, JPM America may actually be approaching a critical reversion point that can send shares even higher in February 2025.
...moreJPM |
JPM America Relative Risk vs. Return Landscape
If you would invest 39,435 in JPM America Equity on October 4, 2024 and sell it today you would earn a total of 4,175 from holding JPM America Equity or generate 10.59% return on investment over 90 days. JPM America Equity is generating 0.1798% of daily returns and assumes 1.1233% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than JPM, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
JPM America Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPM America's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as JPM America Equity, and traders can use it to determine the average amount a JPM America's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1601
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | JPJA | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average JPM America is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of JPM America by adding it to a well-diversified portfolio.
About JPM America Performance
By analyzing JPM America's fundamental ratios, stakeholders can gain valuable insights into JPM America's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPM America has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if JPM America has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about JPM America Equity performance evaluation
Checking the ongoing alerts about JPM America for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for JPM America Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating JPM America's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate JPM America's fund performance include:- Analyzing JPM America's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether JPM America's stock is overvalued or undervalued compared to its peers.
- Examining JPM America's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating JPM America's management team can have a significant impact on its success or failure. Reviewing the track record and experience of JPM America's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of JPM America's fund. These opinions can provide insight into JPM America's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JPM Fund
JPM America financial ratios help investors to determine whether JPM 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 JPM with respect to the benefits of owning JPM America security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |