JPEF:NSD-JPMorgan Equity Focus ETF (USD)

ETF | Others |

Last Closing

USD 68.54

Change

-0.34 (-0.49)%

Market Cap

USD 0.92B

Volume

0.09M

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. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-14 )

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ETFs Containing JPEF

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 30.01% 90% A- 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.01% 90% A- 81% B-
Trailing 12 Months  
Capital Gain 37.58% 87% B+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.58% 86% B+ 76% C+
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 7.19% 76% C+ 57% F
Dividend Return 7.19% 75% C 55% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 14.21% 42% F 84% B
Risk Adjusted Return 50.59% 68% D+ 79% B-
Market Capitalization 0.92B 92% A 70% C-

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:
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:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.