(HELO) J.P. Morgan - Performance 7.1% in 12m
Compare HELO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
49.38%
#14 in Group
Rel. Strength
56.38%
#3483 in Universe
Total Return 12m
7.06%
#16 in Group
Total Return 5y
19.65%
#16 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: HELO (7.1%) vs SPY (10.1%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Hedged
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 |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
-0.22% | 9.54% | 139% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.72% | 8.89% | 68.6% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.11% | 6.06% | 49.8% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.73% | 8.86% | 36.2% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.16% | 9.99% | 26.4% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.7% | 6.16% | 15.1% | - | - | - | - | - |
Performance Comparison: HELO vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HELO
| Total Return (including Dividends) | HELO | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.02% | -0.91% | -0.91% |
| 3 Months | -6.12% | -7.61% | -7.61% |
| 12 Months | 7.06% | 10.06% | 10.06% |
| 5 Years | 19.65% | 110.82% | 110.82% |
| Trend Score (consistency of price movement) | HELO | SPY | S&P 500 |
| 1 Month | -1.0% | 1.2% | 1.2% |
| 3 Months | -91.4% | -89.2% | -89.2% |
| 12 Months | 60.3% | 56.2% | 56.2% |
| 5 Years | 89.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #24 | -0.12% | -0.12% |
| 3 Month | #23 | 1.62% | 1.62% |
| 12 Month | #19 | -2.72% | -2.72% |
| 5 Years | #17 | -9.54% | -9.54% |
FAQs
Does HELO J.P. Morgan outperforms the market?
No,
over the last 12 months HELO made 7.06%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.06%.
Over the last 3 months HELO made -6.12%, while SPY made -7.61%.
Over the last 3 months HELO made -6.12%, while SPY made -7.61%.
Performance Comparison HELO vs Indeces and Sectors
HELO vs. Indices HELO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.48% | -0.11% | -0.31% | -3.00% |
| US NASDAQ 100 | QQQ | -5.34% | -2.43% | 0.21% | -3.50% |
| US Dow Jones Industrial 30 | DIA | -1.75% | 2.43% | -1.08% | -0.23% |
| German DAX 40 | DAX | -3.68% | -2.13% | -19.4% | -16.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.46% | 1.58% | 0.76% | 2.09% |
| Hongkong Hang Seng | HSI | -0.13% | 0.98% | -1.34% | -3.11% |
| India NIFTY 50 | INDA | 1.58% | -5.02% | -2.04% | 4.40% |
| Brasil Bovespa | EWZ | -4.15% | -6.86% | -5.89% | 13.9% |
HELO vs. Sectors HELO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.80% | 0.06% | -8.38% | -14.8% |
| Consumer Discretionary | XLY | -5.28% | -1.84% | -4.30% | -4.52% |
| Consumer Staples | XLP | 2.87% | -0.49% | -6.76% | -2.86% |
| Energy | XLE | - | 10.5% | -0.13% | 18.4% |
| Financial | XLF | -1.55% | 1.27% | -8.97% | -14.2% |
| Health Care | XLV | -1.47% | 3.59% | 0.94% | 6.28% |
| Industrial | XLI | -2.88% | -0.42% | -1.26% | -0.02% |
| Materials | XLB | -0.91% | 1.91% | 6.03% | 12.8% |
| Real Estate | XLRE | -0.06% | 0.75% | 0.13% | -8.32% |
| Technology | XLK | -7.0% | -2.29% | 5.66% | 2.14% |
| Utilities | XLU | -0.02% | -1.59% | -5.99% | -14.8% |
| Aerospace & Defense | XAR | -5.83% | -7.96% | -13.0% | -19.0% |
| Biotech | XBI | -3.81% | -1.98% | 12.5% | 11.2% |
| Homebuilder | XHB | -0.20% | 2.08% | 13.7% | 16.5% |
| Retail | XRT | -1.04% | -0.89% | 3.55% | 11.3% |