ducovest

JPUS:NYE-JPMorgan Diversified Return U.S. Equity ETF (USD)

ETF | Large Blend |

Last Closing

USD 118.979

Change

0.00 (0.00)%

Market Cap

USD 0.44B

Volume

4.65K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics. The fund's securities are large- and mid-cap equity securities of U.S. companies, including common stock, preferred stock and real estate investment trusts.

Company Website : http://www.jpmorganfunds.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Large Blend

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VTI Vanguard Total Stock Market In..

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SCHX Schwab U.S. Large-Cap ETF

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GSLC Goldman Sachs ActiveBeta® U.S..

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 USD 12.84B
DYNF BlackRock US Equity Factor Rot..

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SPTM SPDR® Portfolio S&P 1500 Comp..

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 USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

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 USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

N/A

 USD 4.91B
SCHK Schwab 1000 ETF

N/A

 USD 3.72B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.65B

ETFs Containing JPUS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.83% 33% F 74% C
Dividend Return 0.37% 6% D- 7% C-
Total Return 16.19% 31% F 69% C-
Trailing 12 Months  
Capital Gain 25.51% 29% F 72% C
Dividend Return 1.24% 44% F 17% F
Total Return 26.75% 25% F 68% D+
Trailing 5 Years  
Capital Gain 55.65% 24% F 73% C
Dividend Return 9.27% 82% B 32% F
Total Return 64.92% 25% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 10.86% 28% F 70% C-
Dividend Return 12.50% 30% F 69% C-
Total Return 1.64% 88% B+ 38% F
Risk Return Profile  
Volatility (Standard Deviation) 16.65% 78% C+ 60% D-
Risk Adjusted Return 75.11% 47% F 87% B+
Market Capitalization 0.44B 54% F 46% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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:
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.