JPLS:ARCA-JPMorgan Long/Short

ETF | Long-Short Equity | NYSE Arca

Last Closing

USD 22.1374

Change

-0.02 (-0.10)%

Market Cap

N/A

Volume

570.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 23/01/2018

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

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.60 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-02-21 )

Largest Industry Peers for Long-Short Equity

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

-0.01 (-0.02%)

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

+0.22 (+0.60%)

USD 0.12B
HTUS Capitol Series Trust 0.91 %

+0.29 (+0.72%)

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

-0.02 (-0.04%)

USD 0.01B

ETFs Containing JPLS

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 -2.19% 11% F 6% D-
Dividend Return N/A N/A N/A N/A F
Total Return -2.19% 11% F 6% D-
Trailing 12 Months  
Capital Gain -7.25% 33% F 35% F
Dividend Return N/A N/A N/A N/A F
Total Return -7.25% 11% F 29% 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 -0.50% 22% F 38% F
Dividend Return -0.50% 22% F 23% F
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 2.09% 89% A- 96% N/A
Risk Adjusted Return -23.91% 22% F 15% 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.