JMOM:ARCA-JPMorgan U.S. Momentum Factor

ETF | Large Growth | NYSE Arca

Last Closing

USD 24.8948

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.15K

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 Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Growth

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

-1.88 (-0.57%)

USD 113.25B
IWF iShares Russell 1000 Growth ET.. 0.19 %

-2.04 (-0.63%)

USD 83.34B
IVW iShares S&P 500 Growth ETF 0.18 %

-0.44 (-0.54%)

USD 41.42B
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

-0.45 (-0.50%)

USD 26.84B
SPYG SPDR® Portfolio S&P 500 Growt.. 0.06 %

-0.31 (-0.44%)

USD 24.90B
MGK Vanguard Mega Cap Growth Index.. 0.07 %

-1.95 (-0.71%)

USD 19.10B
IWY iShares Russell Top 200 Growth.. 0.20 %

-1.06 (-0.56%)

USD 10.22B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

-1.14 (-0.39%)

USD 9.71B
SPGP Invesco S&P 500 GARP ETF 0.36 %

+0.26 (+0.26%)

USD 4.59B
JKE iShares Morningstar Growth ETF 0.25 %

N/A

USD 1.98B

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 3.77% 19% F 39% F
Dividend Return N/A N/A N/A N/A F
Total Return 3.77% 19% F 39% F
Trailing 12 Months  
Capital Gain -6.72% 35% F 61% D-
Dividend Return 0.92% 54% F 15% F
Total Return -5.80% 39% F 53% F
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 -0.34% 19% F 38% F
Dividend Return -0.16% 13% F 24% F
Total Return 0.18% 7% C- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 2.12% 100% F 96% N/A
Risk Adjusted Return -7.70% 13% F 21% 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.