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

ETF | Large Growth |

Last Closing

USD 53.07

Change

0.00 (0.00)%

Market Cap

USD 1.05B

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: 2024-09-08 )

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 16.10% 75% C 84% B
Dividend Return 0.34% 70% C- 6% D-
Total Return 16.44% 75% C 81% B-
Trailing 12 Months  
Capital Gain 24.78% 76% C+ 83% B
Dividend Return 1.06% 79% B- 13% F
Total Return 25.85% 80% B- 81% B-
Trailing 5 Years  
Capital Gain 83.63% 52% F 85% B
Dividend Return 5.28% 63% D 15% F
Total Return 88.91% 52% F 83% B
Average Annual (5 Year Horizon)  
Capital Gain 14.54% 44% F 77% C+
Dividend Return 15.42% 48% F 75% C
Total Return 0.88% 75% C 20% F
Risk Return Profile  
Volatility (Standard Deviation) 20.03% 88% B+ 52% F
Risk Adjusted Return 76.95% 72% C 89% A-
Market Capitalization 1.05B 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.