JPRE:NYE-JPMorgan Realty Income ETF (USD)

ETF | Others |

Last Closing

USD 45.55

Change

-1.00 (-2.15)%

Market Cap

USD 0.39B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-21 )

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JPST JPMorgan Ultra-Short Income ET..

N/A

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AVUV Avantis® U.S. Small Cap Value..

+1.93 (+2.45%)

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ETFs Containing JPRE

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 -3.66% 57% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.66% 56% F 59% D-
Trailing 12 Months  
Capital Gain 11.10% 93% A 84% B
Dividend Return 1.30% 32% F 26% F
Total Return 12.40% 92% A 82% B
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 2.01% 52% F 44% F
Dividend Return 3.09% 50% F 39% F
Total Return 1.08% 49% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 11.73% 41% F 74% C
Risk Adjusted Return 26.30% 38% F 43% F
Market Capitalization 0.39B 80% B- 46% F

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 total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.