HELO:NYE-J.P. Morgan Exchange-Traded Fund Trust (USD)

ETF | Others |

Last Closing

USD 62.8

Change

-0.14 (-0.22)%

Market Cap

USD 2.23B

Volume

0.23M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-31 )

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ETFs Containing HELO

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 1.23% 42% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.23% 41% F 42% F
Trailing 12 Months  
Capital Gain 15.06% 68% D+ 67% D+
Dividend Return 0.40% 4% F 4% F
Total Return 15.46% 65% D 62% D
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 2.24% 52% F 41% F
Dividend Return 2.28% 44% F 32% F
Total Return 0.04% 4% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 6.12% 74% C 89% A-
Risk Adjusted Return 37.30% 47% F 51% F
Market Capitalization 2.23B 94% A 68% 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:
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.