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

ETF | Others |

Last Closing

USD 60.41

Change

-0.03 (-0.05)%

Market Cap

USD 2.80B

Volume

0.45M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-20 )

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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 -2.63% 31% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.63% 31% F 34% F
Trailing 12 Months  
Capital Gain 8.24% 83% B 73% C
Dividend Return 0.30% 4% F 4% F
Total Return 8.54% 78% C+ 65% 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

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:
Below median total returns

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