JSCP:NYE-JPMorgan Short Duration Core Plus ETF (USD)

ETF | Others |

Last Closing

USD 47.63

Change

+0.08 (+0.16)%

Market Cap

USD 0.46B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal conditions, at least 70% of the fund's net assets must be invested in securities that, at the time of purchase, are rated investment grade by a nationally recognized statistical rating organization (NRSRO) or in securities that are unrated but are deemed by the adviser to be of comparable quality. The fund will not invest more than 30% of its net assets in below investment grade securities (or the unrated equivalent) under normal conditions. Up to 25% of the fund's net assets may be invested in foreign securities including sovereign and agency debt.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-24 )

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ETFs Containing JSCP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.32% 25% F 31% F
Dividend Return 2.75% 60% D- 54% F
Total Return 5.08% 25% F 31% F
Trailing 12 Months  
Capital Gain 5.02% 21% F 27% F
Dividend Return 3.94% 63% D 54% F
Total Return 8.96% 22% F 28% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -2.07% 26% F 27% F
Dividend Return -0.30% 28% F 23% F
Total Return 1.77% 65% D 40% F
Risk Return Profile  
Volatility (Standard Deviation) 3.91% 85% B 94% A
Risk Adjusted Return -7.62% 26% F 20% F
Market Capitalization 0.46B 82% B 47% 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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.