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

ETF | Large Growth |

Last Closing

USD 51.94

Change

0.00 (0.00)%

Market Cap

USD 1.04B

Volume

0.03M

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: 2024-08-03 )

Largest Industry Peers for Large Growth

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 13.63% 54% F 83% B
Dividend Return 0.34% 70% C- 7% C-
Total Return 13.96% 54% F 80% B-
Trailing 12 Months  
Capital Gain 22.18% 52% F 85% B
Dividend Return 1.06% 83% B 14% F
Total Return 23.25% 52% F 84% B
Trailing 5 Years  
Capital Gain 85.10% 52% F 84% B
Dividend Return 5.44% 63% D 16% F
Total Return 90.54% 52% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 14.36% 40% F 78% C+
Dividend Return 15.23% 48% F 76% C+
Total Return 0.87% 71% C- 19% F
Risk Return Profile  
Volatility (Standard Deviation) 19.93% 88% B+ 52% F
Risk Adjusted Return 76.39% 72% C 90% A-
Market Capitalization 1.04B 71% C- 58% 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.