JPM Global (UK) Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and JPM Global are completely uncorrelated.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days JPM Global Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, JPM Global is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors.
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JPM Global Relative Risk vs. Return Landscape
If you would invest (100.00) in JPM Global Equity on October 24, 2024 and sell it today you would earn a total of 100.00 from holding JPM Global Equity or generate -100.0% return on investment over 90 days. JPM Global Equity is generating negative expected returns and assumes 0.0% volatility on return distribution over the 90 days horizon. Simply put, 0% 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 |
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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 Equity, 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 = 0.0
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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.
Things to note about JPM Global Equity 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 Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| JPM Global Equity is not yet fully synchronised with the market data | |
| JPM Global Equity has some characteristics of a very speculative penny stock |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Other Tools for JPM Fund
When running JPM Global's price analysis, check to measure JPM Global'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 JPM Global is operating at the current time. Most of JPM Global's value examination focuses on studying past and present price action to predict the probability of JPM Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move JPM Global's price. Additionally, you may evaluate how the addition of JPM Global to your portfolios can decrease your overall portfolio volatility.
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