JRZD:XETRA:XETRA-JPM Eurozone Research Enhanced Index Equity (ESG) UCITS ETF - EUR (dis) (EUR)

ETF | Others |

Last Closing

USD 29.685

Change

0.00 (0.00)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-16 )

ETFs Containing JRZD:XETRA

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 3.79% 34% F 39% F
Dividend Return 2.88% 67% D+ 58% F
Total Return 6.67% 42% F 46% F
Trailing 12 Months  
Capital Gain 9.04% 39% F 44% F
Dividend Return 3.03% 62% D 55% F
Total Return 12.06% 46% F 49% 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 5.99% 51% F 51% F
Dividend Return 6.01% 50% F 49% F
Total Return 0.02% 16% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 6.84% 78% C+ 82% B
Risk Adjusted Return 87.84% 83% B 85% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.