Jpmorgan Smartretirement Blend Fund Market Value

JIBBX Fund  USD 18.50  0.12  0.64%   
Jpmorgan Smartretirement*'s market value is the price at which a share of Jpmorgan Smartretirement* trades on a public exchange. It measures the collective expectations of Jpmorgan Smartretirement Blend investors about its performance. Jpmorgan Smartretirement* is trading at 18.50 as of the 1st of March 2025; that is 0.64% down since the beginning of the trading day. The fund's open price was 18.62.
With this module, you can estimate the performance of a buy and hold strategy of Jpmorgan Smartretirement Blend and determine expected loss or profit from investing in Jpmorgan Smartretirement* over a given investment horizon. Check out Jpmorgan Smartretirement* Correlation, Jpmorgan Smartretirement* Volatility and Jpmorgan Smartretirement* Alpha and Beta module to complement your research on Jpmorgan Smartretirement*.
Symbol

Please note, there is a significant difference between Jpmorgan Smartretirement*'s value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Smartretirement* is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Smartretirement*'s 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.

Jpmorgan Smartretirement* 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Jpmorgan Smartretirement*'s mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Jpmorgan Smartretirement*.
0.00
01/30/2025
No Change 0.00  0.0 
In 31 days
03/01/2025
0.00
If you would invest  0.00  in Jpmorgan Smartretirement* on January 30, 2025 and sell it all today you would earn a total of 0.00 from holding Jpmorgan Smartretirement Blend or generate 0.0% return on investment in Jpmorgan Smartretirement* over 30 days. Jpmorgan Smartretirement* is related to or competes with Invesco Convertible, Invesco Convertible, Harbor Convertible, Rational/pier, Forum Funds, and Absolute Convertible. The fund is a fund of funds that invests in other mutual funds and exchange traded funds within the same group of invest... More

Jpmorgan Smartretirement* Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Jpmorgan Smartretirement*'s mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Jpmorgan Smartretirement Blend upside and downside potential and time the market with a certain degree of confidence.

Jpmorgan Smartretirement* Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Smartretirement*'s investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Jpmorgan Smartretirement*'s standard deviation. In reality, there are many statistical measures that can use Jpmorgan Smartretirement* historical prices to predict the future Jpmorgan Smartretirement*'s volatility.
Hype
Prediction
LowEstimatedHigh
18.2118.6119.01
Details
Intrinsic
Valuation
LowRealHigh
18.1318.5318.93
Details
Naive
Forecast
LowNextHigh
18.2718.6719.07
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.4818.5718.66
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Jpmorgan Smartretirement*. Your research has to be compared to or analyzed against Jpmorgan Smartretirement*'s peers to derive any actionable benefits. When done correctly, Jpmorgan Smartretirement*'s competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Jpmorgan Smartretirement*.

Jpmorgan Smartretirement* Backtested Returns

At this stage we consider Jpmorgan Mutual Fund to be very steady. Jpmorgan Smartretirement* holds Efficiency (Sharpe) Ratio of 0.0265, which attests that the entity had a 0.0265 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Jpmorgan Smartretirement*, which you can use to evaluate the volatility of the entity. Please check out Jpmorgan Smartretirement*'s Market Risk Adjusted Performance of 0.0884, downside deviation of 0.4579, and Risk Adjusted Performance of 0.051 to validate if the risk estimate we provide is consistent with the expected return of 0.0107%. The fund retains a Market Volatility (i.e., Beta) of 0.28, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Smartretirement*'s returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Smartretirement* is expected to be smaller as well.

Auto-correlation

    
  -0.41  

Modest reverse predictability

Jpmorgan Smartretirement Blend has modest reverse predictability. Overlapping area represents the amount of predictability between Jpmorgan Smartretirement* time series from 30th of January 2025 to 14th of February 2025 and 14th of February 2025 to 1st of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Jpmorgan Smartretirement* price movement. The serial correlation of -0.41 indicates that just about 41.0% of current Jpmorgan Smartretirement* price fluctuation can be explain by its past prices.
Correlation Coefficient-0.41
Spearman Rank Test-0.08
Residual Average0.0
Price Variance0.0

Jpmorgan Smartretirement* lagged returns against current returns

Autocorrelation, which is Jpmorgan Smartretirement* mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Jpmorgan Smartretirement*'s mutual fund expected returns. We can calculate the autocorrelation of Jpmorgan Smartretirement* returns to help us make a trade decision. For example, suppose you find that Jpmorgan Smartretirement* has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Jpmorgan Smartretirement* regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Jpmorgan Smartretirement* mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Jpmorgan Smartretirement* mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Jpmorgan Smartretirement* mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Jpmorgan Smartretirement* Lagged Returns

When evaluating Jpmorgan Smartretirement*'s market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Jpmorgan Smartretirement* mutual fund have on its future price. Jpmorgan Smartretirement* autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Jpmorgan Smartretirement* autocorrelation shows the relationship between Jpmorgan Smartretirement* mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Jpmorgan Smartretirement Blend.
   Regressed Prices   
       Timeline  

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Smartretirement* 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 Smartretirement* security.
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Insider Screener
Find insiders across different sectors to evaluate their impact on performance