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

ETF | Large Growth |

Last Closing

USD 55.06

Change

-0.35 (-0.63)%

Market Cap

USD 1.08B

Volume

0.04M

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: 2024-08-28 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.40 (+0.39%)

USD 30.08B
VOOG Vanguard S&P 500 Growth Index ..

+1.28 (+0.38%)

USD 12.40B
IWY iShares Russell Top 200 Growth..

+0.65 (+0.30%)

USD 10.80B
SPGP Invesco S&P 500 GARP ETF

+1.26 (+1.26%)

USD 4.24B
FQAL Fidelity® Quality Factor ETF

+0.45 (+0.71%)

USD 1.03B
QGRO American Century U.S. Quality ..

+0.81 (+0.92%)

USD 0.84B
SFY SoFi Select 500

+0.09 (+0.45%)

USD 0.81B
BIBL Northern Lights Fund Trust IV ..

+0.36 (+0.92%)

USD 0.33B
GVIP Goldman Sachs Hedge Industry V..

+1.26 (+1.10%)

USD 0.28B
FDMO Fidelity® Momentum Factor ETF

+0.62 (+0.97%)

USD 0.26B

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 20.45% 63% D 85% B
Dividend Return 0.34% 70% C- 6% D-
Total Return 20.79% 63% D 83% B
Trailing 12 Months  
Capital Gain 28.12% 60% D- 84% B
Dividend Return 1.05% 79% B- 13% F
Total Return 29.17% 60% D- 83% B
Trailing 5 Years  
Capital Gain 88.06% 48% F 82% B
Dividend Return 5.21% 63% D 15% F
Total Return 93.27% 52% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.47% 44% F 77% C+
Dividend Return 15.35% 48% F 75% C
Total Return 0.87% 71% C- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 19.99% 88% B+ 52% F
Risk Adjusted Return 76.77% 72% C 89% A-
Market Capitalization 1.08B 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.