Jpmorgan Equity Premium Etf Performance
| JEPI Etf | USD 56.37 0.31 0.55% |
The etf retains a Market Volatility (i.e., Beta) of 0.0514, which attests to not very significant fluctuations relative to the market. As returns on the market increase, JPMorgan Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding JPMorgan Equity is expected to be smaller as well.
Risk-Adjusted Performance
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in JPMorgan Equity Premium are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, JPMorgan Equity is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
| In Threey Sharp Ratio | 0.40 |
JPMorgan |
JPMorgan Equity Relative Risk vs. Return Landscape
If you would invest 5,519 in JPMorgan Equity Premium on February 7, 2024 and sell it today you would earn a total of 118.00 from holding JPMorgan Equity Premium or generate 2.14% return on investment over 90 days. JPMorgan Equity Premium is currently generating 0.0342% in daily expected returns and assumes 0.477% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of etfs are less volatile than JPMorgan, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
JPMorgan Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for JPMorgan Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as JPMorgan Equity Premium, and traders can use it to determine the average amount a JPMorgan Equity'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 = 0.0717
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| Negative Returns | JEPI |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average JPMorgan Equity is performing at about 5% 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 Equity by adding it to a well-diversified portfolio.
JPMorgan Equity Fundamentals Growth
JPMorgan Etf prices reflect investors' perceptions of the future prospects and financial health of JPMorgan Equity, and JPMorgan Equity 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.
| Total Asset | 12.56 B | |||
About JPMorgan Equity Performance
To evaluate JPMorgan Equity Premium Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when JPMorgan Equity generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare JPMorgan Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand JPMorgan Equity Premium market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents JPMorgan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard Poors 500 Total Return Index , while exposing investors to less risk through lower volatility and still offering incremental income. Jpmorgan Equity is traded on NYSEARCA Exchange in the United States.| The fund retains 81.36% 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 Equity Premium. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of JPMorgan Equity Premium 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 Equity's value that differs from its market value or its book value, called intrinsic value, which is JPMorgan Equity'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 Equity's market value can be influenced by many factors that don't directly affect JPMorgan Equity'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 Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Equity'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.