Jp Morgan Financials
| JTSQX Fund | USD 21.01 0.29 1.36% |
JTSQX |
Please note that past performance is not an indicator of the future performance of Jp Morgan, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jp Morgan Fund Summary
Jp Morgan competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement. The fund is generally intended for investors who plan to retire around the year 2050 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cashcash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in other financial instruments.Specialization | Target-Date 2050, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Target-Date 2050 |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
JTSQX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jp Morgan's current stock value. Our valuation model uses many indicators to compare Jp Morgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jp Morgan competition to find correlations between indicators driving Jp Morgan's intrinsic value. More Info.Jp Morgan Smartretirement 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 338.89 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Jp Morgan by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jp Morgan'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 Jp Morgan's earnings, one of the primary drivers of an investment's value.Jp Morgan Smartretirement Systematic Risk
Jp Morgan's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jp Morgan volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Jp Morgan Smartretirement correlated with the market. If Beta is less than 0 Jp Morgan generally moves in the opposite direction as compared to the market. If Jp Morgan Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jp Morgan Smartretirement is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jp Morgan is generally in the same direction as the market. If Beta > 1 Jp Morgan moves generally in the same direction as, but more than the movement of the benchmark.
Jp Morgan Thematic Clasifications
Jp Morgan Smartretirement is part of several thematic ideas from Moderate Funds to Hybrid Mix Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasJp Morgan Smartretirement is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date 2050 category is currently estimated at about 31.98 Billion. Jp Morgan retains roughly 3.96 Billion in net asset claiming about 12% of funds listed under Target-Date 2050 category.Jp Morgan April 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jp Morgan help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jp Morgan Smartretirement. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jp Morgan Smartretirement based on widely used predictive technical indicators. In general, we focus on analyzing JTSQX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jp Morgan's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6221 | |||
| Information Ratio | 0.0219 | |||
| Maximum Drawdown | 2.93 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.12 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jp Morgan Smartretirement. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in producer price index. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.