ducovest

JMOM:NYE-JPMorgan U.S. Momentum Factor ETF (USD)

ETF | Large Growth |

Last Closing

USD 59.83

Change

-0.61 (-1.01)%

Market Cap

USD 1.16B

Volume

0.04M

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. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.23 (-0.83%)

 USD 33.93B
VOOG Vanguard S&P 500 Growth Index ..

-2.63 (-0.72%)

 USD 14.12B
IWY iShares Russell Top 200 Growth..

-1.35 (-0.58%)

 USD 12.09B
SPGP Invesco S&P 500 GARP ETF

-0.15 (-0.14%)

 USD 4.32B
FQAL Fidelity® Quality Factor ETF

-0.37 (-0.55%)

 USD 1.12B
QGRO American Century U.S. Quality ..

-1.05 (-1.04%)

 USD 1.01B
SFY SoFi Select 500

-0.70 (-0.63%)

 USD 0.98B
FDMO Fidelity® Momentum Factor ETF

-0.74 (-1.04%)

 USD 0.36B
BIBL Northern Lights Fund Trust IV ..

-0.37 (-0.88%)

 USD 0.33B
GVIP Goldman Sachs Hedge Industry V..

-1.32 (-1.03%)

 USD 0.32B

ETFs Containing JMOM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 30.89% 46% F 86% B+
Dividend Return 0.58% 78% C+ 8% B-
Total Return 31.46% 50% F 85% B
Trailing 12 Months  
Capital Gain 39.89% 68% D+ 84% B
Dividend Return 1.03% 84% B 11% F
Total Return 40.92% 68% D+ 83% B
Trailing 5 Years  
Capital Gain 102.38% 44% F 85% B
Dividend Return 7.10% 80% B- 19% F
Total Return 109.48% 44% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 15.24% 48% F 76% C+
Dividend Return 16.12% 52% F 74% C
Total Return 0.88% 76% C+ 21% F
Risk Return Profile  
Volatility (Standard Deviation) 20.59% 92% A 53% F
Risk Adjusted Return 78.30% 80% B- 89% A-
Market Capitalization 1.16B 71% C- 59% D-

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.

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.