Jpmorgan Global One Year Return vs. Net Asset
| GAOSX Fund | USD 20.43 0.13 0.64% |
For Jpmorgan Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Global Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Global Allocation over time as well as its relative position and ranking within its peers.
Jpmorgan |
Jpmorgan Global Allo Net Asset vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Global's current stock value. Our valuation model uses many indicators to compare Jpmorgan Global value to that of its competitors to determine the firm's financial worth. Jpmorgan Global Allocation is one of the top funds in one year return among similar funds. It also is one of the top funds in net asset among similar funds making up about 231,363,046 of Net Asset per One Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Global's earnings, one of the primary drivers of an investment's value.Jpmorgan Net Asset vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Jpmorgan Global |
| = | 14.01 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Jpmorgan Global |
| = | 3.24 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Jpmorgan Net Asset Comparison
Jpmorgan Global is currently under evaluation in net asset among similar funds.
Jpmorgan Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Global will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Global's change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Global, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund has significant flexibility to invest in a broad range of equity, fixed income and alternative asset classes in the U.S. and other markets throughout the world, both developed and emerging. The adviser uses a flexible asset allocation approach in constructing the funds portfolio. Under normal circumstances, it will invest at least 40 percent of its total assets in countries other than the United States unless the adviser determines, in its sole discretion, that conditions are not favorable.
Jpmorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Global. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Jpmorgan Global position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Jpmorgan Global's important profitability drivers and their relationship over time.
Use Jpmorgan Global in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jpmorgan Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jpmorgan Global will appreciate offsetting losses from the drop in the long position's value.Jpmorgan Global Pair Trading
Jpmorgan Global Allocation Pair Trading Analysis
The ability to find closely correlated positions to Jpmorgan Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jpmorgan Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jpmorgan Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jpmorgan Global Allocation to buy it.
The correlation of Jpmorgan Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jpmorgan Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Global Allo moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jpmorgan Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Jpmorgan Global position
In addition to having Jpmorgan Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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It encompasses large technology companies, automotive makers, security firms, and thematic ETFs across multiple industries. These entities are directly or indirectly involved in shaping the development and marketing of self-driving vehicles. The Driverless Cars theme has 36 constituents at this time.
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Other Information on Investing in Jpmorgan Mutual Fund
To fully project Jpmorgan Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Global Allo at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Jpmorgan Global's income statement, its balance sheet, and the statement of cash flows.
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