(JPM) JPMorgan Chase - Performance 31.8% in 12m
Compare JPM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.45%
#21 in Group
Rel. Strength
84.47%
#1242 in Universe
Total Return 12m
31.80%
#23 in Group
Total Return 5y
190.67%
#29 in Group
P/E 11.6
71th Percentile in Group
P/E Forward 12.9
93th Percentile in Group
PEG 6.46
95th Percentile in Group
FCF Yield -7.45%
22th Percentile in Group
12m Total Return: JPM (31.8%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| BCP LS Banco Comercial Portugues |
-4.46% | 91% | 482% | 8.93 | 7.34 | 1.86 | 18.0% | - |
| NWG NYSE Natwest |
3.2% | 87.6% | 499% | 8.47 | 7.79 | 0.55 | 49.9% | 33.8% |
| MUFG NYSE Mitsubishi UFJ Financial |
-14.4% | 22.6% | 263% | 10.3 | 8.99 | 0.81 | 50.6% | 8.83% |
| GGAL NASDAQ Grupo Financiero Galicia |
6.26% | 141% | 961% | 5.16 | 3.47 | 0.75 | 58.5% | 257% |
| SMFG NYSE Sumitomo Mitsui Financial |
-15.5% | 24.6% | 226% | 10.2 | 9.29 | 0.76 | -26.8% | 16.1% |
| MFG NYSE Mizuho Financial |
-16.7% | 30.2% | 160% | 9.65 | 8.66 | 0.76 | 34.3% | 87.7% |
| SUPV NYSE Grupo Supervielle |
12.1% | 195% | 838% | 15.6 | - | 0.29 | 53.5% | 73% |
| BMA NYSE Banco Macro |
9.88% | 108% | 611% | 8.85 | 3.1 | 0.9 | 47.4% | 516% |
Performance Comparison: JPM vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for JPM
| Total Return (including Dividends) | JPM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.23% | -4.63% | -6.90% |
| 3 Months | -9.94% | -6.79% | -11.64% |
| 12 Months | 31.80% | 19.37% | 6.50% |
| 5 Years | 190.67% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | JPM | XLF | S&P 500 |
| 1 Month | -64.9% | -71.4% | -74.5% |
| 3 Months | -79.8% | -76.1% | -88.2% |
| 12 Months | 87.7% | 87.3% | 66.1% |
| 5 Years | 77.2% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #22 | 4.61% | 7.17% |
| 3 Month | #62 | -3.38% | 1.92% |
| 12 Month | #23 | 10.4% | 23.8% |
| 5 Years | #30 | 24.9% | 44.6% |
FAQs
Does JPM JPMorgan Chase outperforms the market?
Yes,
over the last 12 months JPM made 31.80%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.37%.
Over the last 3 months JPM made -9.94%, while XLF made -6.79%.
Over the last 3 months JPM made -9.94%, while XLF made -6.79%.
Performance Comparison JPM vs Indeces and Sectors
JPM vs. Indices JPM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.79% | 6.67% | 13.6% | 25.3% |
| US NASDAQ 100 | QQQ | 2.61% | 7.64% | 13.9% | 26.9% |
| US Dow Jones Industrial 30 | DIA | 3.18% | 6.19% | 13.3% | 26.4% |
| German DAX 40 | DAX | -1.01% | 8.28% | -3.52% | 13.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.03% | 7.74% | 6.67% | 25.8% |
| Hongkong Hang Seng | HSI | -2.05% | 10.4% | 10.1% | 14.9% |
| India NIFTY 50 | INDA | -1.30% | -5.93% | 11.1% | 28.5% |
| Brasil Bovespa | EWZ | -2.12% | 4.42% | 11.6% | 41.5% |
JPM vs. Sectors JPM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.46% | 6.75% | 4.36% | 17.7% |
| Consumer Discretionary | XLY | 3.47% | 5.40% | 10.8% | 23.3% |
| Consumer Staples | XLP | -1.04% | -2.26% | 3.47% | 17.3% |
| Energy | XLE | -3.73% | 9.70% | 13.2% | 42.4% |
| Financial | XLF | 0.53% | 4.40% | 5.77% | 12.4% |
| Health Care | XLV | 1.70% | 7.10% | 14.9% | 32.4% |
| Industrial | XLI | 0.67% | 5.23% | 13.6% | 26.8% |
| Materials | XLB | -1.15% | 6.58% | 20.7% | 39.3% |
| Real Estate | XLRE | -3.25% | 3.26% | 11.9% | 14.7% |
| Technology | XLK | 2.92% | 10.1% | 20.4% | 34.1% |
| Utilities | XLU | -1.0% | 0.88% | 7.61% | 6.73% |
| Aerospace & Defense | XAR | -0.20% | 0.41% | 4.09% | 7.65% |
| Biotech | XBI | -3.89% | 13.8% | 28.1% | 42.0% |
| Homebuilder | XHB | 1.58% | 7.13% | 31.1% | 41.0% |
| Retail | XRT | 1.49% | 3.24% | 18.7% | 36.2% |