JPSV:NYE-Jpmorgan Active Small Cap Value ETF (USD)

ETF | Others |

Last Closing

USD 59.19

Change

+0.28 (+0.47)%

Market Cap

USD 0.02B

Volume

2.62K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 ® Value Index stocks at the time of purchase.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

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ETFs Containing JPSV

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 8.79% 54% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.79% 48% F 51% F
Trailing 12 Months  
Capital Gain 7.67% 52% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.67% 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 7.78% 79% B- 60% D-
Dividend Return 7.78% 76% C+ 52% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 9.54% 55% F 81% B-
Risk Adjusted Return 81.49% 85% B 89% A-
Market Capitalization 0.02B 30% F 11% 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.

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.