JMOM:NYE-JPMorgan U.S. Momentum Factor ETF (USD)

ETF | Large Growth |

Last Closing

USD 53.5

Change

-0.10 (-0.18)%

Market Cap

USD 0.97B

Volume

0.45M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-01 )

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MGK Vanguard Mega Cap Growth Index..

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VOOG Vanguard S&P 500 Growth Index ..

+2.70 (+0.80%)

USD 12.13B
IWY iShares Russell Top 200 Growth..

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SPGP Invesco S&P 500 GARP ETF

+0.21 (+0.20%)

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JKE iShares Morningstar Growth ETF

N/A

USD 2.36B

ETFs Containing JMOM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.04% 48% F 88% B+
Dividend Return 0.34% 68% D+ 7% C-
Total Return 17.38% 50% F 87% B+
Trailing 12 Months  
Capital Gain 26.39% 48% F 86% B+
Dividend Return 1.07% 81% B- 13% F
Total Return 27.46% 48% F 85% B
Trailing 5 Years  
Capital Gain 81.76% 52% F 85% B
Dividend Return 5.18% 62% D 16% F
Total Return 86.94% 56% F 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.97% 41% F 78% C+
Dividend Return 14.82% 44% F 76% C+
Total Return 0.85% 68% D+ 19% F
Risk Return Profile  
Volatility (Standard Deviation) 19.87% 85% B 52% F
Risk Adjusted Return 74.59% 67% D+ 91% A-
Market Capitalization 0.97B 52% F 54% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.