BBSC:NYE-JPMorgan BetaBuilders U.S. Small Cap Equity ETF (USD)

ETF | Others |

Last Closing

USD 60.457

Change

+0.36 (+0.61)%

Market Cap

USD 0.47B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-27 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.66% 19% F 33% F
Dividend Return 0.54% 19% F 14% F
Total Return -1.12% 13% F 28% F
Trailing 12 Months  
Capital Gain 6.75% 50% F 54% F
Dividend Return 1.72% 37% F 27% F
Total Return 8.47% 44% F 48% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -2.20% 30% F 28% F
Dividend Return -1.41% 26% F 20% F
Total Return 0.79% 39% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 11.35% 39% F 74% C
Risk Adjusted Return -12.39% 31% F 21% F
Market Capitalization 0.47B 86% B+ 45% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.