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

ETF | Others |

Last Closing

USD 58.68

Change

-1.30 (-2.17)%

Market Cap

USD 2.80B

Volume

0.79M

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: 2025-04-03 )

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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 -5.42% 36% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.42% 36% F 39% F
Trailing 12 Months  
Capital Gain 5.96% 85% B 74% C
Dividend Return 0.30% 4% F 4% F
Total Return 6.26% 81% B- 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 3.63% 59% D- 48% F
Dividend Return 3.72% 52% F 40% F
Total Return 0.08% 7% C- 3% F
Risk Return Profile  
Volatility (Standard Deviation) 6.90% 67% D+ 86% B+
Risk Adjusted Return 53.87% 58% F 67% 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.