JPSV:NYE-Jpmorgan Active Small Cap Value ETF (USD)

ETF | Others |

Last Closing

USD 60.6

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

2.03K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 ® Value Index stocks at the time of purchase.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-20 )

ETFs Containing JPSV

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 11.38% 56% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.38% 57% F 61% D-
Trailing 12 Months  
Capital Gain 28.93% 67% D+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.93% 67% D+ 67% D+
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 6.16% 78% C+ 58% F
Dividend Return 6.16% 75% C 50% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 8.35% 58% F 82% B
Risk Adjusted Return 73.76% 83% B 86% B+
Market Capitalization 0.02B 28% F 10% 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.