Jpmorgan Correlations

Mutual Funds . USA . 
Fund . Jpmorgan Research Equity
JEPAX Fund  USD 14.15  0.09  0.64%   
The current 90-days correlation between Jpmorgan Research Equity and The Tocqueville Fund is -0.03 (i.e., Good diversification). The correlation of Jpmorgan 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 correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Jpmorgan Correlation With Market

Good diversification

The correlation between Jpmorgan Research Equity and DJI is -0.07 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Jpmorgan Research Equity and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Research Equity. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.

Moving together with Jpmorgan Mutual Fund

  0.96SRJIX Jpmorgan SmartretirementPairCorr
  0.97SRJQX Jpmorgan SmartretirementPairCorr
  0.97SRJPX Jpmorgan SmartretirementPairCorr
  0.96SRJSX Jpmorgan SmartretirementPairCorr
  0.97SRJYX Jpmorgan SmartretirementPairCorr
  0.96SRJZX Jpmorgan SmartretirementPairCorr
  0.97SRJCX Jpmorgan SmartretirementPairCorr
  0.97SRJAX Jpmorgan SmartretirementPairCorr
  0.97OSGCX Jpmorgan Small CapPairCorr
  0.96OSGIX Jpmorgan Mid CapPairCorr
  0.97JPBRX Jpmorgan SmartretirementPairCorr
  0.95JPDAX Jpmorgan Preferred AndPairCorr
  0.94JPDCX Jpmorgan Preferred AndPairCorr
  0.95JPDIX Jpmorgan Preferred AndPairCorr
  0.95JPDRX Jpmorgan Preferred AndPairCorr
  0.97JPDVX Jpmorgan DiversifiedPairCorr
  0.96JPGSX Jpmorgan Intrepid GrowthPairCorr
  0.69JPHAX Jpmorgan Floating RatePairCorr
  0.64JPHCX Jpmorgan Floating RatePairCorr
  0.94OSTAX Jpmorgan Short InterPairCorr
  0.79OSTCX Jpmorgan Short DurationPairCorr
  0.63JPIVX Jpmorgan Intrepid ValuePairCorr
  0.93OSVCX Jpmorgan Small CapPairCorr
  0.7JPHSX Jpmorgan Floating RatePairCorr
  0.72JPHRX Jpmorgan Floating RatePairCorr
  0.94OSTSX Jpmorgan Short InterPairCorr
  0.88JPICX Jpmorgan California TaxPairCorr
  0.7OBDCX Jpmorgan E PlusPairCorr
  0.94JPPEX Jpmorgan Mid CapPairCorr
  0.97JPRRX Jpmorgan SmartretirementPairCorr
  0.97JPTBX Jpmorgan Smartretirement*PairCorr
  0.97JPTKX Jpmorgan Smartretirement*PairCorr
  0.97JPTLX Jpmorgan SmartretirementPairCorr
  0.97JPSRX Jpmorgan Smartretirement*PairCorr
  0.91JPVRX Jpmorgan InternationalPairCorr
  0.91JPVZX Jpmorgan InternationalPairCorr
  0.97JPYRX Jpmorgan Smartretirement*PairCorr
  0.94EMREX Jpmorgan Trust IvPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Jpmorgan Mutual Fund performing well and Jpmorgan Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Jpmorgan's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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