JPRE:NYE-JPMorgan Realty Income ETF (USD)

ETF | Others |

Last Closing

USD 47.4256

Change

+0.18 (+0.37)%

Market Cap

USD 0.38B

Volume

0.01M

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 )

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ETFs Containing JPRE

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 5.38% 48% F 54% F
Dividend Return 1.55% 33% F 26% F
Total Return 6.93% 44% F 48% F
Trailing 12 Months  
Capital Gain 6.03% 50% F 55% F
Dividend Return 1.56% 33% F 26% F
Total Return 7.59% 47% F 50% 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 1.13% 46% F 37% F
Dividend Return 2.15% 44% F 32% F
Total Return 1.02% 50% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 12.08% 41% F 75% C
Risk Adjusted Return 17.82% 33% F 33% F
Market Capitalization 0.38B 80% B- 45% 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:
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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

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.