Jpmorgan Short Duration Fund Quote
| JSDRX Fund | USD 9.06 0.02 0.22% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Short is trading at 9.06 as of the 18th of April 2024; that is 0.22 percent increase since the beginning of the trading day. The fund's open price was 9.04. Jpmorgan Short has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Jpmorgan Short Duration are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund uses a multi-sector strategy in order to create a diversified portfolio that generates total return while managing risk. It principally invests in traditional fixed income sectors , while also having the flexibility to allocate its assets to extended sectors such as below investment grade securities and foreign and emerging markets debt.. More on Jpmorgan Short Duration
Moving together with Jpmorgan Mutual Fund
| 0.62 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJZX | Jpmorgan Smartretirement | PairCorr |
| 0.62 | SRJCX | Jpmorgan Smartretirement | PairCorr |
Jpmorgan Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Jpmorgan Short's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Short or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | JPMorgan Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2024 |
Jpmorgan Short Duration [JSDRX] is traded in USA and was established 18th of April 2024. Jpmorgan Short is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of JPMorgan family. This fund currently has accumulated 206.62 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Short Duration is currently producing year-to-date (YTD) return of 0.03% with the current yeild of 0.04%, while the total return for the last 3 years was 0.04%.
Check Jpmorgan Short Probability Of Bankruptcy
Instrument Allocation
Top Jpmorgan Short Duration Mutual Fund Constituents
| JIMXX | Jpmorgan Trust I | Money Market Fund | US Money Market Fund |
Jpmorgan Short Target Price Odds Analysis
Based on a normal probability distribution, the odds of Jpmorgan Short jumping above the current price in 90 days from now is about 75.55%. The Jpmorgan Short Duration probability density function shows the probability of Jpmorgan Short mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Short has a beta of 0.1062. This indicates as returns on the market go up, Jpmorgan Short average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Short Duration will be expected to be much smaller as well. Additionally, jpmorgan Short Duration has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Jpmorgan Short to move above the current price in 90 days from now is about 75.55 (This Jpmorgan Short Duration probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Jpmorgan Short Top Holders
| JTQEX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2015 |
| JIRBX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date Retirement |
| JBSSX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2025 |
| JIBBX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date Retirement |
| JITLX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date Retirement |
| EVFTX | Evaluator Tactically Managed | Mutual Fund | Allocation--50% to 70% Equity |
| JRBEX | Jpmorgan Smartretirement Blend | Mutual Fund | Target-Date 2030 |
Jpmorgan Short Duration Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Short market risk premium is the additional return an investor will receive from holding Jpmorgan Short long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Jpmorgan Short. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Jpmorgan Short's alpha and beta are two of the key measurements used to evaluate Jpmorgan Short's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.1388 | |||
| Standard Deviation | 0.1868 | |||
| Variance | 0.0349 | |||
| Risk Adjusted Performance | (0.05) |
Jpmorgan Short Against Markets
Picking the right benchmark for Jpmorgan Short mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Jpmorgan Short mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Jpmorgan Short is critical whether you are bullish or bearish towards Jpmorgan Short Duration at a given time. Please also check how Jpmorgan Short's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Jpmorgan Short without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Jpmorgan Mutual Fund?
Before investing in Jpmorgan Short, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Jpmorgan Short. To buy Jpmorgan Short fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Jpmorgan Short. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Jpmorgan Short fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Jpmorgan Short Duration fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Jpmorgan Short Duration fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Jpmorgan Short Duration, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Jpmorgan Short Duration?
The danger of trading Jpmorgan Short Duration is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Jpmorgan Short is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Jpmorgan Short. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Short Duration is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Short Duration. 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 metropolitan statistical area. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.