Jpmorgan Betabuilders Equity Etf One Year Return

BBUS Etf  USD 107.29  1.21  1.14%   
JPMorgan BetaBuilders Equity fundamentals help investors to digest information that contributes to JPMorgan BetaBuilders' 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 BetaBuilders' 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 BetaBuilders etf.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

JPMorgan BetaBuilders Equity ETF One Year Return Analysis

JPMorgan BetaBuilders' One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current JPMorgan BetaBuilders One Year Return

    
  27.90 %  
Most of JPMorgan BetaBuilders' fundamental indicators, such as One 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 BetaBuilders Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Based on the recorded statements, JPMorgan BetaBuilders Equity has an One Year Return of 27.9%. This is 186.48% lower than that of the JPMorgan family and significantly higher than that of the Large Blend category. The one year return for all United States etfs is notably lower than that of the firm.

JPMorgan One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses JPMorgan BetaBuilders' direct or indirect competition against its One 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 BetaBuilders could also be used in its relative valuation, which is a method of valuing JPMorgan BetaBuilders by comparing valuation metrics of similar companies.
JPMorgan BetaBuilders is currently under evaluation in one year return as compared to similar ETFs.

Fund Asset Allocation for JPMorgan BetaBuilders

The fund invests 99.54% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.
Asset allocation divides JPMorgan BetaBuilders' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

JPMorgan Fundamentals

About JPMorgan BetaBuilders Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JPMorgan BetaBuilders Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JPMorgan BetaBuilders using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JPMorgan BetaBuilders Equity based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas  
When determining whether JPMorgan BetaBuilders is a strong investment it is important to analyze JPMorgan BetaBuilders' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact JPMorgan BetaBuilders' future performance. For an informed investment choice regarding JPMorgan Etf, refer to the following important reports:
Check out JPMorgan BetaBuilders Piotroski F Score and JPMorgan BetaBuilders Altman Z Score analysis.
You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of JPMorgan BetaBuilders is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan BetaBuilders' value that differs from its market value or its book value, called intrinsic value, which is JPMorgan BetaBuilders' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because JPMorgan BetaBuilders' market value can be influenced by many factors that don't directly affect JPMorgan BetaBuilders' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between JPMorgan BetaBuilders' value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan BetaBuilders is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan BetaBuilders' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.