JPMorgan USD Net Asset vs. Five Year Return
| JPMB Etf | USD 38.40 0.35 0.92% |
For JPMorgan USD profitability analysis, we use financial ratios and fundamental drivers that measure the ability of JPMorgan USD to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well JPMorgan USD Emerging utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between JPMorgan USD's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of JPMorgan USD Emerging over time as well as its relative position and ranking within its peers.
JPMorgan |
The market value of JPMorgan USD Emerging 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 USD's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan USD'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 USD's market value can be influenced by many factors that don't directly affect JPMorgan USD'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 USD's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan USD is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan USD'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.
JPMorgan USD Emerging Five Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining JPMorgan USD's current stock value. Our valuation model uses many indicators to compare JPMorgan USD value to that of its competitors to determine the firm's financial worth. JPMorgan USD Emerging is rated fourth overall ETF in net asset as compared to similar ETFs. It is rated second overall ETF in five year return as compared to similar ETFs . 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 USD's earnings, one of the primary drivers of an investment's value.JPMorgan Five Year Return vs. Net Asset
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 USD |
| = | 65.21 M |
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.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
JPMorgan USD |
| = | (0.70) % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
JPMorgan Five Year Return Comparison
JPMorgan USD is currently under evaluation in five year return as compared to similar ETFs.
JPMorgan USD Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in JPMorgan USD, profitability is also one of the essential criteria for including it into their portfolios because, without profit, JPMorgan USD will eventually generate negative long term returns. The profitability progress is the general direction of JPMorgan USD's change in net profit over the period of time. It can combine multiple indicators of JPMorgan USD, 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 will invest at least 80 percent of its assets in securities included in the underlying index. JPM USD is traded on NYSEARCA Exchange in the United States.
JPMorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on JPMorgan USD. 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 USD 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 USD's important profitability drivers and their relationship over time.
| Net Asset vs Beta | ||
| One Year Return vs Five Year Return | ||
| Net Asset vs Three Year Return | ||
| Last Dividend Paid vs Five Year Return | ||
| Net Asset vs Bond Positions Weight |
Use JPMorgan USD 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 USD 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 USD will appreciate offsetting losses from the drop in the long position's value.JPMorgan USD Pair Trading
JPMorgan USD Emerging Pair Trading Analysis
The ability to find closely correlated positions to JPMorgan USD 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 USD 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 USD - 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 USD Emerging to buy it.
The correlation of JPMorgan USD 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 USD moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if JPMorgan USD Emerging 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 USD 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 USD position
In addition to having JPMorgan USD 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?
Run Macroaxis Index Thematic Idea Now
Macroaxis Index
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 52 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Macroaxis Index Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Risk vs Return Analysis. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
To fully project JPMorgan USD's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of JPMorgan USD Emerging 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 USD's income statement, its balance sheet, and the statement of cash flows.