Jpmorgan Dynamic Small Fund Manager Performance Evaluation
| JDSCX Fund | USD 36.12 0.09 0.25% |
The fund retains a Market Volatility (i.e., Beta) of 1.36, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jpmorgan Dynamic will likely underperform.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Dynamic Small are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Jpmorgan Dynamic may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 0.9900 |
Jpmorgan |
Jpmorgan Dynamic Relative Risk vs. Return Landscape
If you would invest 3,247 in Jpmorgan Dynamic Small on September 3, 2024 and sell it today you would earn a total of 365.00 from holding Jpmorgan Dynamic Small or generate 11.24% return on investment over 90 days. Jpmorgan Dynamic Small is currently producing 0.1726% returns and takes up 1.1132% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Jpmorgan, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Dynamic Current Valuation
Undervalued
Today
Please note that Jpmorgan Dynamic's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Jpmorgan Dynamic Small retains a regular Real Value of $38.09 per share. The prevalent price of the fund is $36.12. We determine the value of Jpmorgan Dynamic Small from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Jpmorgan Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Dynamic's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 36.12 | Real 38.09 | Hype 56.22 | Naive 36.26 |
The intrinsic value of Jpmorgan Dynamic's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jpmorgan Dynamic's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Jpmorgan Dynamic Small helps investors to forecast how Jpmorgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jpmorgan Dynamic more accurately as focusing exclusively on Jpmorgan Dynamic's fundamentals will not take into account other important factors: Jpmorgan Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Dynamic Small, and traders can use it to determine the average amount a Jpmorgan Dynamic'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 = 0.1551
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | JDSCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Jpmorgan Dynamic is performing at about 12% 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 Dynamic by adding it to a well-diversified portfolio.
Jpmorgan Dynamic Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Dynamic, and Jpmorgan Dynamic 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 Mutual Fund performance.
| Price To Earning | 25.54 X | |||
| Price To Book | 3.43 X | |||
| Price To Sales | 1.48 X | |||
| Total Asset | 396.74 M | |||
About Jpmorgan Dynamic Performance
Evaluating Jpmorgan Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Dynamic 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 Dynamic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index at the time of purchase.Things to note about Jpmorgan Dynamic Small performance evaluation
Checking the ongoing alerts about Jpmorgan Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Dynamic Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Dodge Cox Stock Fund Q3 2024 Shareholder Letter - Seeking Alpha | |
| The fund retains 97.99% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Dynamic'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 Jpmorgan Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Dynamic'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 Jpmorgan Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Dynamic's mutual fund. These opinions can provide insight into Jpmorgan Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Dynamic 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 Dynamic security.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |