JMOM:ARCA-JPMorgan U.S. Momentum Factor

ETF | Large Growth | NYSE Arca

Last Closing

USD 24.8009

Change

-0.47 (-1.85)%

Market Cap

N/A

Volume

100.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 08/11/2017

Primary Benchmark: JPM US Momentum Factor TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.12 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-12-14 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
VUG Vanguard Growth Index Fund ETF.. 0.04 %

-0.84 (-0.24%)

USD 117.39B
IWF iShares Russell 1000 Growth ET.. 0.19 %

-0.87 (-0.26%)

USD 87.69B
IVW iShares S&P 500 Growth ETF 0.18 %

-0.26 (-0.31%)

USD 42.26B
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

-0.20 (-0.22%)

USD 23.86B
SPYG SPDR® Portfolio S&P 500 Growt.. 0.06 %

-0.21 (-0.29%)

USD 22.11B
MGK Vanguard Mega Cap Growth Index.. 0.07 %

-0.87 (-0.30%)

USD 17.22B
IWY iShares Russell Top 200 Growth.. 0.20 %

-0.51 (-0.26%)

USD 9.49B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

-0.70 (-0.23%)

USD 8.39B
SPGP Invesco S&P 500 GARP ETF 0.36 %

+0.65 (+0.61%)

USD 4.59B
JKE iShares Morningstar Growth ETF 0.25 %

N/A

USD 2.06B

ETFs Containing JMOM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.27% 31% F 71% C-
Dividend Return 0.96% 63% D 17% F
Total Return -2.31% 38% F 64% D
Trailing 12 Months  
Capital Gain -2.67% 25% F 71% C-
Dividend Return 1.26% 63% D 19% F
Total Return -1.40% 31% F 65% 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 0.16% 19% F 42% F
Dividend Return 0.28% 9% A- 25% F
Total Return 0.11% 10% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 1.21% 97% N/A 97% N/A
Risk Adjusted Return 22.93% 9% A- 34% F
Market Capitalization N/A N/A N/A N/A 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:
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.