Jpmorgan Etf Five Year Return
JPMorgan fundamentals help investors to digest information that contributes to JPMorgan's financial success or failures. It also enables traders to predict the movement of JPMorgan Etf. The fundamental analysis module provides a way to measure JPMorgan's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JPMorgan etf.
JPMorgan |
JPMorgan ETF Five Year Return Analysis
JPMorgan's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current JPMorgan Five Year Return | 9.80 % |
Most of JPMorgan's fundamental indicators, such as Five Year 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, JPMorgan is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, JPMorgan has a Five Year Return of 9.8%. This is much higher than that of the JPMorgan family and significantly higher than that of the Energy Limited Partnership category. The five year return for all United States etfs is notably lower than that of the firm.
JPMorgan Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses JPMorgan's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of JPMorgan could also be used in its relative valuation, which is a method of valuing JPMorgan by comparing valuation metrics of similar companies.JPMorgan is currently under evaluation in five year return as compared to similar ETFs.
JPMorgan Fundamentals
Number Of Employees | 28 | |||
Beta | 0.69 | |||
Total Asset | 2.13 B | |||
One Year Return | 31.20 % | |||
Three Year Return | 21.90 % | |||
Five Year Return | 9.80 % | |||
Ten Year Return | 1.50 % | |||
Net Asset | 2.13 B | |||
Last Dividend Paid | 0.52 |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Other Tools for JPMorgan Etf
When running JPMorgan's price analysis, check to measure JPMorgan's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMorgan is operating at the current time. Most of JPMorgan's value examination focuses on studying past and present price action to predict the probability of JPMorgan's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPMorgan's price. Additionally, you may evaluate how the addition of JPMorgan to your portfolios can decrease your overall portfolio volatility.
Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation |