JPED:ARCA-JPMorgan Event Driven

ETF | Long-Short Equity | NYSE Arca

Last Closing

USD 25.0557

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

19.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 29/11/2017

Primary Benchmark: ICE BofAML US 3M Trsy Bill TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.74 %

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: 2019-03-24 )

Largest Industry Peers for Long-Short Equity

Symbol Name Mer Price(Change) Market Cap
FTLS First Trust Long/Short Equity .. 1.59 %

+0.04 (+0.07%)

USD 1.04B
PHDG Invesco S&P 500® Downside Hed.. 0.38 %

-0.01 (-0.03%)

USD 0.12B
HTUS Capitol Series Trust 0.91 %

-0.11 (-0.29%)

USD 0.04B
CLIX ProShares Long Online/Short St.. 0.65 %

-0.08 (-0.19%)

USD 0.01B

ETFs Containing JPED

N/A

Market Performance

  Market Performance vs. Industry/Classification (Long-Short Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.17% 78% C+ 39% F
Dividend Return N/A N/A N/A N/A F
Total Return 7.17% 78% C+ 36% F
Trailing 12 Months  
Capital Gain 0.87% 78% C+ 58% F
Dividend Return N/A N/A N/A N/A F
Total Return 0.87% 56% F 45% 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 -0.40% 22% F 39% F
Dividend Return -0.40% 22% F 23% F
Total Return 0.00% 17% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 1.70% 100% F 97% N/A
Risk Adjusted Return -23.24% 22% F 16% F
Market Capitalization 0.03B 56% F 15% 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.