BBSC:NYE-JPMorgan BetaBuilders U.S. Small Cap Equity ETF (USD)

ETF | Others |

Last Closing

USD 57.472

Change

-0.08 (-0.14)%

Market Cap

USD 0.46B

Volume

2.20K

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: 2024-04-18 )

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JEPQ JPMorgan Nasdaq Equity Premium..

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AVUV Avantis® U.S. Small Cap Value..

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ETFs Containing BBSC

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 -6.52% 11% F 24% F
Dividend Return 0.25% 16% F 12% F
Total Return -6.27% 10% F 22% F
Trailing 12 Months  
Capital Gain 6.84% 55% F 59% D-
Dividend Return 1.89% 37% F 28% F
Total Return 8.72% 52% F 54% 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 -3.01% 26% F 27% F
Dividend Return -2.28% 21% F 18% F
Total Return 0.73% 40% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 10.99% 39% F 78% C+
Risk Adjusted Return -20.73% 24% F 16% F
Market Capitalization 0.46B 86% B+ 44% 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 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.

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.