Jacob Asset Management Etf Profile
The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
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RefreshJacob Etf Highlights
| Old Name | Jacob Forward ETF |
| Business Concentration | Small Growth, Jacob (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 14.64 |
| Name | Jacob Forward ETF |
| Currency Code | USD |
| Open Figi | BBG011RJ85B3 |
| In Threey Volatility | 37.61 |
| 1y Volatility | 35.48 |
| 200 Day M A | 10.7192 |
| 50 Day M A | 11.9233 |
| Code | JFWD |
| Updated At | 30th of December 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.29) |
| Type | ETF |
Jacob Asset Management [JFWD] is traded in USA and was established 2021-07-13. The fund is listed under Small Growth category and is part of Jacob family. Jacob Asset Management currently have 3.19 M in assets under management (AUM). , while the total return for the last 3 years was -14.0%.
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Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jacob Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jacob Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jacob Asset Management Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jacob Asset Management Etf Constituents
| APPS | Digital Turbine | Stock | Information Technology | |
| ATEC | Alphatec Holdings | Stock | Health Care | |
| HRTX | Heron Therapeuti | Stock | Health Care | |
| MDB | MongoDB | Stock | Information Technology | |
| NET | Cloudflare | Stock | Information Technology | |
| OPRX | OPTIMIZERx Corp | Stock | Health Care | |
| Z | Zillow Group Class | Etf | Communication Services |
Jacob Asset Against Markets
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Jacob Asset Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Jacob Asset etf to make a market-neutral strategy. Peer analysis of Jacob Asset could also be used in its relative valuation, which is a method of valuing Jacob Asset by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Other Tools for Jacob Etf
When running Jacob Asset's price analysis, check to measure Jacob Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jacob Asset is operating at the current time. Most of Jacob Asset's value examination focuses on studying past and present price action to predict the probability of Jacob Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jacob Asset's price. Additionally, you may evaluate how the addition of Jacob Asset to your portfolios can decrease your overall portfolio volatility.
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