BBSC:NYE-JPMorgan BetaBuilders U.S. Small Cap Equity ETF (USD)

ETF | Others |

Last Closing

USD 69.1826

Change

0.00 (0.00)%

Market Cap

USD 0.54B

Volume

4.36K

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 index and at least 80% of its assets in the securities of small-capitalization companies. The index consists of equity securities primarily traded in the United States and targets those securities that fall between the 95th and 99th percentiles in market capitalization of the free float adjusted investable universe.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-25 )

ETFs Containing BBSC

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 12.53% 61% D- 66% D+
Dividend Return 0.87% 14% F 12% F
Total Return 13.40% 60% D- 61% D-
Trailing 12 Months  
Capital Gain 10.41% 59% D- 64% D
Dividend Return 0.86% 13% F 11% F
Total Return 11.27% 57% F 58% 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 0.62% 40% F 34% F
Dividend Return 1.48% 38% F 29% F
Total Return 0.86% 44% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 13.84% 33% F 70% C-
Risk Adjusted Return 10.72% 29% F 27% F
Market Capitalization 0.54B 83% B 49% 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.