Jpmorgan Realty Income Etf Performance
| JPRE Etf | USD 51.64 0.35 0.68% |
The etf retains a Market Volatility (i.e., Beta) of 0.0772, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMorgan Realty's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Realty is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Realty Income are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, JPMorgan Realty is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | Long Term Investment Analysis - Stock Traders Daily | 09/20/2024 |
| In Threey Sharp Ratio | -0.04 |
JPMorgan |
JPMorgan Realty Relative Risk vs. Return Landscape
If you would invest 4,944 in JPMorgan Realty Income on August 30, 2024 and sell it today you would earn a total of 220.00 from holding JPMorgan Realty Income or generate 4.45% return on investment over 90 days. JPMorgan Realty Income is currently generating 0.0722% in daily expected returns and assumes 0.7884% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% 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 Realty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Realty's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Realty Income, and traders can use it to determine the average amount a JPMorgan Realty'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 = 0.0916
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Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average JPMorgan Realty is performing at about 7% 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 Realty by adding it to a well-diversified portfolio.
JPMorgan Realty Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Realty, and JPMorgan Realty 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 | 806.25 M | |||
About JPMorgan Realty Performance
By analyzing JPMorgan Realty's fundamental ratios, stakeholders can gain valuable insights into JPMorgan Realty's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if JPMorgan Realty 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 Realty has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80 percent of its net assets , in equity securities of real estate investment trusts , including REITs with relatively small market capitalizations. JPM Realty is traded on NYSEARCA Exchange in the United States.| The fund retains 97.0% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in JPMorgan Realty Income. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of JPMorgan Realty Income 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 Realty's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Realty'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 Realty's market value can be influenced by many factors that don't directly affect JPMorgan Realty'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 Realty's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Realty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Realty'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.