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

ETF | Others |

Last Closing

USD 60.49

Change

0.00 (0.00)%

Market Cap

USD 2.80B

Volume

0.24M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Neutral

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)

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HELO VTI
  • VTI
Relative Returns (From:    To: 2025-03-16 )

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 -2.50% 34% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.50% 34% F 38% F
Trailing 12 Months  
Capital Gain 9.35% 81% B- 73% C
Dividend Return 0.40% 4% F 4% F
Total Return 9.74% 78% C+ 66% 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 3.40% 57% F 45% F
Dividend Return 3.47% 50% F 37% F
Total Return 0.07% 5% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 6.95% 67% D+ 86% B+
Risk Adjusted Return 49.93% 54% F 63% D
Market Capitalization 2.80B 94% A 71% C-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.