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

ETF | Others |

Last Closing

USD 61.6

Change

0.00 (0.00)%

Market Cap

USD 3.09B

Volume

0.22M

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)

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Relative Returns (From:    To: 2025-05-18 )

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 -0.71% 34% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.71% 33% F 41% F
Trailing 12 Months  
Capital Gain 7.79% 68% D+ 69% C-
Dividend Return 0.29% 4% F 4% F
Total Return 8.08% 66% 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 3.86% 61% D- 52% F
Dividend Return 3.97% 56% F 43% F
Total Return 0.10% 7% C- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 6.63% 67% D+ 86% B+
Risk Adjusted Return 59.81% 64% D 73% C
Market Capitalization 3.09B 94% A 73% 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.