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

ETF | Large Growth |

Last Closing

USD 59.34

Change

+0.27 (+0.46)%

Market Cap

USD 1.29B

Volume

0.11M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Large Growth

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

+0.27 (+0.95%)

USD 37.86B
VOOG Vanguard S&P 500 Growth Index ..

+3.76 (+1.01%)

USD 17.70B
IWY iShares Russell Top 200 Growth..

+2.52 (+1.06%)

USD 14.23B
SPGP Invesco S&P 500 GARP ETF

-0.06 (-0.06%)

USD 4.74B
QGRO American Century U.S. Quality ..

+0.23 (+0.23%)

USD 1.14B
FQAL Fidelity® Quality Factor ETF

+0.61 (+0.93%)

USD 1.07B
SFY SoFi Select 500

+1.07 (+0.97%)

USD 0.97B
FDMO Fidelity® Momentum Factor ETF

+0.52 (+0.74%)

USD 0.38B
BIBL Northern Lights Fund Trust IV ..

+0.09 (+0.23%)

USD 0.33B
GVIP Goldman Sachs Hedge Industry V..

+0.66 (+0.52%)

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 29.82% 33% F 87% B+
Dividend Return 0.58% 70% C- 7% C-
Total Return 30.39% 33% F 85% B
Trailing 12 Months  
Capital Gain 30.25% 32% F 87% B+
Dividend Return 0.58% 60% D- 6% D-
Total Return 30.83% 32% F 86% B+
Trailing 5 Years  
Capital Gain 95.24% 44% F 87% B+
Dividend Return 6.51% 80% B- 18% F
Total Return 101.74% 48% F 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.62% 50% F 76% C+
Dividend Return 16.51% 54% F 74% C
Total Return 0.89% 77% C+ 22% F
Risk Return Profile  
Volatility (Standard Deviation) 20.90% 92% A 53% F
Risk Adjusted Return 79.00% 81% B- 88% B+
Market Capitalization 1.29B 71% C- 61% 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.