Jpmorgan Core Plus Etf Performance
| JCPB Etf | USD 46.99 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of -0.0537, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning JPMorgan Core are expected to decrease at a much lower rate. During the bear market, JPMorgan Core is likely to outperform the market.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Core Plus are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, JPMorgan Core is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | JPMorgan Core Plus Bond ETF declares monthly distribution of 0.1974 | 12/03/2024 |
| In Threey Sharp Ratio | -0.57 |
JPMorgan |
JPMorgan Core Relative Risk vs. Return Landscape
If you would invest 4,646 in JPMorgan Core Plus on November 27, 2024 and sell it today you would earn a total of 50.00 from holding JPMorgan Core Plus or generate 1.08% return on investment over 90 days. JPMorgan Core Plus is currently generating 0.0186% in daily expected returns and assumes 0.3013% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than JPMorgan, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
JPMorgan Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Core Plus, and traders can use it to determine the average amount a JPMorgan Core'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 = 0.0617
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JCPB |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average JPMorgan Core is performing at about 4% of its full potential. 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 JPMorgan Core by adding it to a well-diversified portfolio.
JPMorgan Core Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Core, and JPMorgan Core fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on JPMorgan Etf performance.
| Total Asset | 420.16 M | |||
About JPMorgan Core Performance
By analyzing JPMorgan Core's fundamental ratios, stakeholders can gain valuable insights into JPMorgan Core's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPMorgan Core 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 JPMorgan Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
As a matter of non-fundamental policy, the fund will ordinarily invest at least 80 percent of its assets in bonds. Jpmorgan Core is traded on BATS Exchange in the United States.| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Core Plus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
The market value of JPMorgan Core Plus 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 Core's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Core's 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 Core's market value can be influenced by many factors that don't directly affect JPMorgan Core's 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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Core'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.