The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor Global Developed Equity Index. The index is comprised of equity securities across developed global markets selected to represent a diversified set of factor characteristics: value, momentum and quality. The fund will invest at least 80% of its assets in securities included in the index.
|VT||Vanguard Total World Stock Ind..||0.08 %||
|IOO||iShares Global 100 ETF||0.40 %||
|FIHD||UBS AG FI Enhanced Global High..||0.80 %||
|URTH||iShares MSCI World ETF||0.24 %||
|FIYY||Barclays ETN+ FI Enhanced Glob..||0.93 %||
|CRBN||iShares MSCI ACWI Low Carbon T..||0.20 %||
|WDIV||SPDR S&P Global Dividend ETF||0.40 %||
|ACIM||SPDR MSCI ACWI IMI ETF||0.09 %||
|KLDW||Knowledge Leaders Developed Wo..||0.75 %||
|TOK||iShares MSCI Kokusai ETF||0.25 %||
|Market Performance vs.
Industry/Classification (World Large Stock)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||10.11%||72%||C-||76%||C|
|Risk Adjusted Return||64.01%||44%||F||72%||C-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.