Jpmorgan Correlations

Mutual Funds . USA . 
Fund . Jpmorgan Research Equity
JEPAX Fund  USD 14.08  0.02  0.14%   
The current 90-days correlation between Jpmorgan Research Equity and Qs Growth Fund is 0.73 (i.e., Poor 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 -0.16 (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

  0.9SRJIX Jpmorgan SmartretirementPairCorr
  0.94SRJQX Jpmorgan SmartretirementPairCorr
  0.94SRJPX Jpmorgan SmartretirementPairCorr
  0.9SRJSX Jpmorgan SmartretirementPairCorr
  0.94SRJYX Jpmorgan SmartretirementPairCorr
  0.9SRJZX Jpmorgan SmartretirementPairCorr
  0.9SRJCX Jpmorgan SmartretirementPairCorr
  0.94SRJAX Jpmorgan SmartretirementPairCorr
  0.93OSGCX Jpmorgan Small CapPairCorr
  0.84OSGIX Jpmorgan Mid CapPairCorr
  0.89JPBRX Jpmorgan SmartretirementPairCorr
  0.87JPDAX Jpmorgan Preferred AndPairCorr
  0.86JPDCX Jpmorgan Preferred AndPairCorr
  0.85JPDIX Jpmorgan Preferred AndPairCorr
  0.85JPDRX Jpmorgan Preferred AndPairCorr
  0.92JPDVX Jpmorgan DiversifiedPairCorr
  0.86JPGSX Jpmorgan Intrepid GrowthPairCorr
  0.85JPHAX Jpmorgan Floating RatePairCorr
  0.83JPHCX Jpmorgan Floating RatePairCorr
  0.83OSTAX Jpmorgan Short-intermediaPairCorr
  0.8OSTCX Jpmorgan Short DurationPairCorr
  0.96OSVCX Jpmorgan Small CapPairCorr
  0.88JPHSX Jpmorgan Floating RatePairCorr
  0.84JPHRX Jpmorgan Floating RatePairCorr
  0.83OSTSX Jpmorgan Short-intermediaPairCorr
  0.75OBBCX Jpmorgan Mortgage-backedPairCorr
  0.72OBDCX Jpmorgan E PlusPairCorr
  0.9JPPEX Jpmorgan Mid CapPairCorr
  0.93JPRRX Jpmorgan SmartretirementPairCorr
  0.89JPTBX Jpmorgan SmartretirementPairCorr
  0.89JPTKX Jpmorgan SmartretirementPairCorr
  0.89JPTLX Jpmorgan SmartretirementPairCorr
  0.89JPSRX Jpmorgan Smartretirement*PairCorr
  0.79JPVRX Jpmorgan InternationalPairCorr
  0.79JPVZX Jpmorgan InternationalPairCorr
  0.68OBOCX Jpmorgan E BondPairCorr
  0.89JPYRX Jpmorgan Smartretirement*PairCorr

Moving against Jpmorgan Mutual Fund

  0.55JPIVX Jpmorgan Intrepid ValuePairCorr

Related Correlations Analysis


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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