Jpmorgan Small Financial Statements From 2010 to 2024
| JSEPX Fund | USD 42.18 0.37 0.88% |
Check Jpmorgan Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jpmorgan main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Jpmorgan financial statements analysis is a perfect complement when working with Jpmorgan Small Valuation or Volatility modules.
Jpmorgan |
Jpmorgan Small Cap Mutual Fund Year To Date Return Analysis
Jpmorgan Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Small Year To Date Return | 2.49 % |
Most of Jpmorgan Small's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Jpmorgan Small Cap has a Year To Date Return of 2.4928%. This is much higher than that of the JPMorgan family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Jpmorgan Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Small's current stock value. Our valuation model uses many indicators to compare Jpmorgan Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Small competition to find correlations between indicators driving Jpmorgan Small's intrinsic value. More Info.Jpmorgan Small Cap is currently considered the top fund in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 235.17 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Small's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Small's earnings, one of the primary drivers of an investment's value.About Jpmorgan Small Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Jpmorgan Small income statement, its balance sheet, and the statement of cash flows. Jpmorgan Small investors use historical funamental indicators, such as Jpmorgan Small's revenue or net income, to determine how well the company is positioned to perform in the future. Although Jpmorgan Small investors may use each financial statement separately, they are all related. The changes in Jpmorgan Small's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Jpmorgan Small's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Jpmorgan Small Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Jpmorgan Small. Please read more on 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. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index at the time of purchase.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out the analysis of Jpmorgan Small Correlation against competitors. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.