Jpmorgan Small Cap Manager Performance
| JGAUXDelisted Fund | USD 40.17 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of 0.15, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Small is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Jpmorgan Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Jpmorgan Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1400 |
Jpmorgan |
Jpmorgan Small Relative Risk vs. Return Landscape
If you would invest 4,017 in Jpmorgan Small Cap on October 23, 2024 and sell it today you would earn a total of 0.00 from holding Jpmorgan Small Cap or generate 0.0% return on investment over 90 days. Jpmorgan Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Jpmorgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Small Current Valuation
Overvalued
Today
Please note that Jpmorgan Small's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Jpmorgan Small Cap retains a regular Real Value of $36.79 per share. The prevalent price of the fund is $40.17. We determine the value of Jpmorgan Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Small'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 40.17 | Real 36.79 | Hype 40.17 | Naive 39.99 |
The intrinsic value of Jpmorgan Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Jpmorgan Small's fundamentals will not take into account other important factors: Jpmorgan Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jpmorgan Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jpmorgan Small Cap, and traders can use it to determine the average amount a Jpmorgan Small'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
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| JGAUX |
Based on monthly moving average Jpmorgan Small 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 Jpmorgan Small by adding Jpmorgan Small to a well-diversified portfolio.
Jpmorgan Small Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Small, and Jpmorgan Small 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.
| Total Asset | 30 K | |||
About Jpmorgan Small Performance
Evaluating Jpmorgan Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Small 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 Small 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 meeting the advisers sustainability criteria. Jpmorgan Small is traded on NASDAQ Exchange in the United States.Things to note about Jpmorgan Small Cap performance evaluation
Checking the ongoing alerts about Jpmorgan Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jpmorgan Small Cap is not yet fully synchronised with the market data | |
| Jpmorgan Small Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of -5.0% | |
| Jpmorgan Small Cap retains 98.45% of its assets under management (AUM) in equities |
- Analyzing Jpmorgan Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Small's mutual fund. These opinions can provide insight into Jpmorgan Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Other Consideration for investing in Jpmorgan Mutual Fund
If you are still planning to invest in Jpmorgan Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Jpmorgan Small's history and understand the potential risks before investing.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |