(JEPI) JPMorgan Equity - Performance 4.2% in 12m
Compare JEPI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.33%
#3 in Group
Rel. Strength
53.44%
#3721 in Universe
Total Return 12m
4.23%
#46 in Group
Total Return 5y
63.71%
#11 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: JEPI (4.2%) vs SPY (6.5%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
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 |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-3.24% | 8.49% | 83.8% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-1.91% | 10.5% | 64.1% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-5.77% | 4.23% | 63.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-4.82% | 4.68% | 71.2% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-4.98% | 4.57% | 66.5% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-4.67% | 7.32% | 61% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-4.63% | 6.37% | 61.5% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-4.64% | 2.31% | 67.5% | - | - | - | - | - |
Performance Comparison: JEPI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JEPI
| Total Return (including Dividends) | JEPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.77% | -6.90% | -6.90% |
| 3 Months | -6.41% | -11.64% | -11.64% |
| 12 Months | 4.23% | 6.50% | 6.50% |
| 5 Years | 63.71% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | JEPI | SPY | S&P 500 |
| 1 Month | -75.1% | -74.5% | -74.5% |
| 3 Months | -75.9% | -88.2% | -88.2% |
| 12 Months | 70.0% | 66.1% | 66.1% |
| 5 Years | 95.0% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #45 | 1.22% | 1.22% |
| 3 Month | #26 | 5.92% | 5.92% |
| 12 Month | #58 | -2.14% | -2.14% |
| 5 Years | #67 | -14.7% | -14.7% |
FAQs
Does JEPI JPMorgan Equity outperforms the market?
No,
over the last 12 months JEPI made 4.23%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.50%.
Over the last 3 months JEPI made -6.41%, while SPY made -11.64%.
Over the last 3 months JEPI made -6.41%, while SPY made -11.64%.
Performance Comparison JEPI vs Indeces and Sectors
JEPI vs. Indices JEPI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.21% | 1.13% | 2.36% | -2.27% |
| US NASDAQ 100 | QQQ | 1.03% | 2.10% | 2.65% | -0.70% |
| US Dow Jones Industrial 30 | DIA | 1.60% | 0.65% | 2.09% | -1.19% |
| German DAX 40 | DAX | -2.59% | 2.74% | -14.7% | -14.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.55% | 2.20% | -4.53% | -1.79% |
| Hongkong Hang Seng | HSI | -3.63% | 4.89% | -1.09% | -12.7% |
| India NIFTY 50 | INDA | -2.88% | -11.5% | -0.10% | 0.96% |
| Brasil Bovespa | EWZ | -3.70% | -1.12% | 0.39% | 13.9% |
JEPI vs. Sectors JEPI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.88% | 1.21% | -6.84% | -9.86% |
| Consumer Discretionary | XLY | 1.89% | -0.14% | -0.40% | -4.31% |
| Consumer Staples | XLP | -2.62% | -7.80% | -7.73% | -10.2% |
| Energy | XLE | -5.31% | 4.16% | 1.95% | 14.8% |
| Financial | XLF | -1.05% | -1.14% | -5.43% | -15.1% |
| Health Care | XLV | 0.12% | 1.56% | 3.67% | 4.78% |
| Industrial | XLI | -0.91% | -0.31% | 2.36% | -0.77% |
| Materials | XLB | -2.73% | 1.04% | 9.46% | 11.7% |
| Real Estate | XLRE | -4.83% | -2.28% | 0.72% | -12.9% |
| Technology | XLK | 1.34% | 4.55% | 9.23% | 6.57% |
| Utilities | XLU | -2.58% | -4.66% | -3.59% | -20.8% |
| Aerospace & Defense | XAR | -1.78% | -5.13% | -7.11% | -19.9% |
| Biotech | XBI | -5.47% | 8.22% | 16.9% | 14.4% |
| Homebuilder | XHB | - | 1.59% | 19.9% | 13.4% |
| Retail | XRT | -0.09% | -2.30% | 7.50% | 8.58% |