JPME:NYE-JPMorgan Diversified Return U.S. Mid Cap Equity ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 105.24

Change

-1.11 (-1.05)%

Market Cap

USD 0.42B

Volume

0.01M

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

-0.75 (-1.17%)

USD 94.13B
IWR iShares Russell Mid-Cap ETF

-0.75 (-0.83%)

USD 37.39B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-6.74 (-1.15%)

USD 23.63B
VXF Vanguard Extended Market Index..

-2.03 (-1.08%)

USD 20.06B
SPMD SPDR Russell Small Cap Complet..

-0.65 (-1.16%)

USD 11.77B
XMHQ Invesco S&P MidCap Quality ETF

-1.34 (-1.27%)

USD 5.97B
JHMM John Hancock Multifactor Mid C..

-0.55 (-0.90%)

USD 4.10B
IVOO Vanguard S&P Mid-Cap 400 Index..

-1.24 (-1.15%)

USD 2.26B
EQAL Invesco Russell 1000 Equal Wei..

-0.48 (-0.97%)

USD 0.63B
FSMD Fidelity Small-Mid Factor

-0.54 (-1.28%)

USD 0.52B

ETFs Containing JPME

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.54% 61% D- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.54% 61% D- 69% C-
Trailing 12 Months  
Capital Gain 31.26% 53% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.26% 53% F 70% C-
Trailing 5 Years  
Capital Gain 57.40% 53% F 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 57.40% 53% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.02% 53% F 71% C-
Dividend Return 13.38% 58% F 70% C-
Total Return 1.36% 61% D- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 19.22% 84% B 54% F
Risk Adjusted Return 69.61% 79% B- 84% B
Market Capitalization 0.42B 17% 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:
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.

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.

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:
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.