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

ETF | Others |

Last Closing

USD 62.85

Change

+0.05 (+0.08)%

Market Cap

USD 2.56B

Volume

1.39M

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: 2025-02-05 )

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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 1.31% 40% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.31% 39% F 39% F
Trailing 12 Months  
Capital Gain 15.47% 69% C- 67% D+
Dividend Return 0.40% 4% F 4% F
Total Return 15.87% 65% D 61% 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 2.49% 54% F 42% F
Dividend Return 2.53% 47% F 34% F
Total Return 0.05% 5% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 6.36% 71% C- 88% B+
Risk Adjusted Return 39.76% 49% F 54% F
Market Capitalization 2.56B 94% A 70% C-

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.