Jpmorgan Diversified Return Etf Performance
| JPUS Etf | USD 123.77 0.45 0.36% |
The etf retains a Market Volatility (i.e., Beta) of 0.72, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, JPMorgan Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Diversified is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Diversified Return are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unfluctuating basic indicators, JPMorgan Diversified may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
1 | Should JPMorgan Diversified Return U.S. Equity ETF Be on Your Investing Radar | 09/10/2024 |
JPMorgan |
JPMorgan Diversified Relative Risk vs. Return Landscape
If you would invest 11,595 in JPMorgan Diversified Return on September 2, 2024 and sell it today you would earn a total of 782.00 from holding JPMorgan Diversified Return or generate 6.74% return on investment over 90 days. JPMorgan Diversified Return is currently generating 0.1038% in daily expected returns and assumes 0.6008% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than JPMorgan, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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JPMorgan Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Diversified's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Diversified Return, and traders can use it to determine the average amount a JPMorgan Diversified'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 = 0.1728
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average JPMorgan Diversified is performing at about 13% 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 Diversified by adding it to a well-diversified portfolio.
JPMorgan Diversified Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Diversified, and JPMorgan Diversified 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.
| Price To Earning | 19.06 X | |||
| Price To Book | 2.83 X | |||
| Price To Sales | 1.58 X | |||
| Total Asset | 461.13 M | |||
About JPMorgan Diversified Performance
Assessing JPMorgan Diversified's fundamental ratios provides investors with valuable insights into JPMorgan Diversified's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the JPMorgan Diversified is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its assets in securities included in the underlying index. JPM Dvsd is traded on NYSEARCA Exchange in the United States.| The fund retains 99.75% 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 Diversified Return. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
The market value of JPMorgan Diversified 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 Diversified's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Diversified'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 Diversified's market value can be influenced by many factors that don't directly affect JPMorgan Diversified'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 Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Diversified'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.