JMOM:NYE-JPMorgan U.S. Momentum Factor ETF

ETF | Others |

Last Closing

USD 29.208

Change

+0.28 (+0.98)%

Market Cap

USD 0.04B

Volume

6.30K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2019-08-21 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.08 (+0.40%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.06 (+0.11%)

USD 32.43B
DTB DTB

-0.10 (-0.49%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

+0.01 (+0.03%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

-2.31 (-3.90%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

-0.17 (-0.19%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.01 (+0.03%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

-0.03 (-0.06%)

USD 9.40B

ETFs Containing JMOM

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 21.75% 89% A- 79% B-
Dividend Return 0.70% 26% F 17% F
Total Return 22.45% 89% A- 78% C+
Trailing 12 Months  
Capital Gain 4.05% 76% C+ 71% C-
Dividend Return 0.88% 19% F 14% F
Total Return 4.94% 73% C 67% D+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 1.11% 52% F 51% F
Dividend Return 1.53% 35% F 33% F
Total Return 0.43% 16% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 3.83% 85% B 92% A
Risk Adjusted Return 40.06% 52% F 54% F
Market Capitalization 0.04B 37% F 33% 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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.