JPLS:ARCA-JPMorgan Long/Short

ETF | Long-Short Equity | NYSE Arca

Last Closing

USD 21.66

Change

+0.06 (+0.26)%

Market Cap

USD 0.02B

Volume

N/A

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: 2019-06-18 )

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 -4.30% 13% F 12% F
Dividend Return N/A N/A N/A N/A F
Total Return -4.30% 13% F 12% F
Trailing 12 Months  
Capital Gain -5.21% 25% F 41% F
Dividend Return N/A N/A N/A N/A F
Total Return -5.21% 13% F 35% 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 -2.27% 13% F 27% F
Dividend Return -2.27% 13% F 18% F
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 3.72% 88% B+ 91% A-
Risk Adjusted Return -61.12% 13% F 6% D-
Market Capitalization 0.02B 44% F 14% 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.

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.