ducovest

JPME:NYE-JPMorgan Diversified Return U.S. Mid Cap Equity ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 103.501

Change

0.00 (0.00)%

Market Cap

USD 0.42B

Volume

6.39K

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. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics.

Company Website : http://www.jpmorganfunds.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

N/A

 USD 94.51B
IWR iShares Russell Mid-Cap ETF

N/A

 USD 39.00B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

N/A

 USD 24.18B
VXF Vanguard Extended Market Index..

N/A

 USD 23.21B
SPMD SPDR Russell Small Cap Complet..

N/A

 USD 12.48B
XMHQ Invesco S&P MidCap Quality ETF

N/A

 USD 6.03B
JHMM John Hancock Multifactor Mid C..

N/A

 USD 4.06B
IVOO Vanguard S&P Mid-Cap 400 Index..

N/A

 USD 2.42B
FSMD Fidelity Small-Mid Factor

N/A

 USD 0.63B
EQAL Invesco Russell 1000 Equal Wei..

N/A

 USD 0.62B

ETFs Containing JPME

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.65% 33% F 66% D+
Dividend Return 1.25% 33% F 20% F
Total Return 13.90% 28% F 62% D
Trailing 12 Months  
Capital Gain 12.27% 37% F 67% D+
Dividend Return 1.25% 39% F 20% F
Total Return 13.52% 32% F 63% D
Trailing 5 Years  
Capital Gain 46.72% 21% F 73% C
Dividend Return 9.79% 74% C 30% F
Total Return 56.51% 16% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.94% 63% D 71% C-
Dividend Return 14.30% 68% D+ 69% C-
Total Return 1.36% 63% D 33% F
Risk Return Profile  
Volatility (Standard Deviation) 19.32% 84% B 56% F
Risk Adjusted Return 74.04% 79% B- 85% B
Market Capitalization 0.42B 17% F 46% 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:
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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.