BBMC:NYE-JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (USD)

ETF | Others |

Last Closing

USD 92.45

Change

+0.20 (+0.21)%

Market Cap

USD 1.68B

Volume

0.20M

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: 2024-03-28 )

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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 9.15% 77% C+ 72% C
Dividend Return 0.19% 12% F 9% A-
Total Return 9.33% 76% C+ 71% C-
Trailing 12 Months  
Capital Gain 24.83% 77% C+ 74% C
Dividend Return 1.52% 32% F 21% F
Total Return 26.35% 77% C+ 73% C
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 2.57% 68% D+ 52% F
Dividend Return 3.28% 68% D+ 45% F
Total Return 0.71% 42% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 17.36% 23% F 63% D
Risk Adjusted Return 18.90% 49% F 44% F
Market Capitalization 1.68B 93% A 60% D-

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.