(JPME) JPMorgan Diversified - Performance 4.6% in 12m
Compare JPME with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.29%
#9 in Group
Rel. Strength
54.23%
#3656 in Universe
Total Return 12m
4.62%
#20 in Group
Total Return 5y
92.85%
#23 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: JPME (4.6%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
-3.37% | 14.7% | 73.2% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-4.74% | 8.57% | 89.6% | - | - | - | - | - |
| JPME NYSE ARCA JPMorgan Diversified Return |
-5.1% | 4.62% | 92.9% | - | - | - | - | - |
| CWS NYSE ARCA AdvisorShares Focused |
-2.74% | 6.4% | 94.9% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
-4.66% | 1.86% | 97.8% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
-4.67% | 3.17% | 89.9% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
-10.6% | -8.96% | 140% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
-5.75% | 5.02% | 88.2% | - | - | - | - | - |
Performance Comparison: JPME vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JPME
| Total Return (including Dividends) | JPME | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.10% | -5.89% | -5.89% |
| 3 Months | -11.06% | -12.45% | -12.45% |
| 12 Months | 4.62% | 6.72% | 6.72% |
| 5 Years | 92.85% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | JPME | SPY | S&P 500 |
| 1 Month | -70.9% | -74.5% | -74.5% |
| 3 Months | -92.3% | -88.2% | -88.2% |
| 12 Months | 55.4% | 66.1% | 66.1% |
| 5 Years | 82.1% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #27 | 0.84% | 0.84% |
| 3 Month | #24 | 1.59% | 1.59% |
| 12 Month | #21 | -1.97% | -1.97% |
| 5 Years | #29 | -4.08% | -4.08% |
FAQs
Does JPME JPMorgan Diversified outperforms the market?
No,
over the last 12 months JPME made 4.62%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months JPME made -11.06%, while SPY made -12.45%.
Over the last 3 months JPME made -11.06%, while SPY made -12.45%.
Performance Comparison JPME vs Indeces and Sectors
JPME vs. Indices JPME is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.34% | 0.79% | -0.26% | -2.10% |
| US NASDAQ 100 | QQQ | 3.20% | 1.18% | 0.27% | -0.91% |
| US Dow Jones Industrial 30 | DIA | 3.51% | 0.72% | -0.80% | -0.69% |
| German DAX 40 | DAX | -3.02% | 4.30% | -17.3% | -13.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.63% | 2.40% | -2.54% | -1.27% |
| Hongkong Hang Seng | HSI | -1.95% | 4.72% | -1.78% | -11.6% |
| India NIFTY 50 | INDA | -2.03% | -9.87% | -2.71% | 1.55% |
| Brasil Bovespa | EWZ | -1.22% | -0.02% | -3.21% | 14.1% |
JPME vs. Sectors JPME is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.09% | 0.56% | -9.07% | -8.92% |
| Consumer Discretionary | XLY | 3.21% | -1.18% | -3.00% | -4.60% |
| Consumer Staples | XLP | -0.96% | -8.30% | -10.5% | -9.32% |
| Energy | XLE | -2.38% | 4.98% | -1.32% | 14.9% |
| Financial | XLF | 0.97% | -0.59% | -8.38% | -14.3% |
| Health Care | XLV | 1.94% | 2.27% | 1.14% | 5.16% |
| Industrial | XLI | 1.22% | -0.40% | -0.34% | -0.74% |
| Materials | XLB | 0.62% | 1.55% | 6.82% | 12.2% |
| Real Estate | XLRE | -3.0% | -2.21% | -1.61% | -12.5% |
| Technology | XLK | 3.70% | 3.83% | 6.55% | 5.83% |
| Utilities | XLU | -0.97% | -4.68% | -6.0% | -19.8% |
| Aerospace & Defense | XAR | 0.65% | -5.14% | -10.0% | -19.5% |
| Biotech | XBI | -1.22% | 6.78% | 14.3% | 13.5% |
| Homebuilder | XHB | 1.39% | 1.74% | 17.6% | 13.7% |
| Retail | XRT | 0.64% | -2.99% | 4.41% | 9.01% |