JPM Global (Germany) Manager Performance Evaluation
| JYJ7 Fund | EUR 19.93 0.05 0.25% |
The fund retains a Market Volatility (i.e., Beta) of 0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPM Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPM Global is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days JPM Global Natural has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound technical and fundamental indicators, JPM Global is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
...moreJPM |
JPM Global Relative Risk vs. Return Landscape
If you would invest 2,057 in JPM Global Natural on September 22, 2024 and sell it today you would lose (64.00) from holding JPM Global Natural or give up 3.11% of portfolio value over 90 days. JPM Global Natural is generating negative expected returns and assumes 1.2076% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than JPM, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
JPM Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPM Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as JPM Global Natural, and traders can use it to determine the average amount a JPM Global'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 = -0.0363
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JYJ7 |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average JPM Global is not performing at its full potential. However, 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 Global by adding JPM Global to a well-diversified portfolio.
About JPM Global Performance
By analyzing JPM Global's fundamental ratios, stakeholders can gain valuable insights into JPM Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPM Global 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 Global 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 Global Natural performance evaluation
Checking the ongoing alerts about JPM Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for JPM Global Natural help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| JPM Global Natural generated a negative expected return over the last 90 days |
- Analyzing JPM Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining JPM Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of JPM Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of JPM Global's fund. These opinions can provide insight into JPM Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in JPM Fund
JPM Global 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 Global security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |