BBCB:NYE-JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (USD)

ETF | Others |

Last Closing

USD 44.63

Change

+0.05 (+0.11)%

Market Cap

USD 0.05B

Volume

2.94K

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: 2024-05-06 )

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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 -3.38% 11% F 24% F
Dividend Return 1.76% 75% C 70% C-
Total Return -1.62% 13% F 26% F
Trailing 12 Months  
Capital Gain -1.35% 19% F 29% F
Dividend Return 4.33% 69% C- 62% D
Total Return 2.98% 20% F 30% F
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 -0.21% 42% F 38% F
Dividend Return 0.37% 39% F 29% F
Total Return 0.58% 33% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 1.15% 98% N/A 96% N/A
Risk Adjusted Return 32.22% 57% F 55% F
Market Capitalization 0.05B 49% F 17% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.