(JPRE) JPMorgan Realty Income - Performance 17.8% in 12m
Compare JPRE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
26.14%
#20 in Group
Rel. Strength
75.63%
#1947 in Universe
Total Return 12m
17.75%
#5 in Group
Total Return 5y
8.51%
#27 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: JPRE (17.8%) vs XLRE (17.1%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
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 |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
-3.35% | 22.6% | 65.7% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
-4.2% | 14.5% | 58.7% | - | - | - | - | - |
| BBRE BATS JPMorgan BetaBuilders MSCI |
-4.28% | 14.2% | 57.7% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
-3.88% | 14.2% | 56.2% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
-4.33% | 13.6% | 53.6% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
-2.89% | 17.1% | 43.8% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
-5.77% | 8.54% | 43.4% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
-3.63% | 15.5% | 42.6% | - | - | - | - | - |
Performance Comparison: JPRE vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for JPRE
| Total Return (including Dividends) | JPRE | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -3.27% | -2.89% | -5.89% |
| 3 Months | -2.69% | -2.68% | -12.45% |
| 12 Months | 17.75% | 17.11% | 6.72% |
| 5 Years | 8.51% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | JPRE | XLRE | S&P 500 |
| 1 Month | -63.8% | -63.6% | -74.5% |
| 3 Months | -18.3% | -27.5% | -88.2% |
| 12 Months | 47.0% | 46.6% | 66.1% |
| 5 Years | 63.9% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #7 | -0.39% | 2.78% |
| 3 Month | #11 | -0.01% | 11.1% |
| 12 Month | #7 | 0.54% | 10.3% |
| 5 Years | #12 | 3.65% | -21.7% |
FAQs
Does JPRE JPMorgan Realty Income outperforms the market?
Yes,
over the last 12 months JPRE made 17.75%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months JPRE made -2.69%, while XLRE made -2.68%.
Over the last 3 months JPRE made -2.69%, while XLRE made -2.68%.
Performance Comparison JPRE vs Indeces and Sectors
JPRE vs. Indices JPRE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.22% | 2.62% | 1.36% | 11.0% |
| US NASDAQ 100 | QQQ | 6.08% | 3.01% | 1.89% | 12.2% |
| US Dow Jones Industrial 30 | DIA | 6.39% | 2.55% | 0.82% | 12.4% |
| German DAX 40 | DAX | -0.14% | 6.13% | -15.7% | -0.46% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.51% | 4.23% | -0.92% | 11.9% |
| Hongkong Hang Seng | HSI | 0.93% | 6.55% | -0.16% | 1.53% |
| India NIFTY 50 | INDA | 0.85% | -8.04% | -1.09% | 14.7% |
| Brasil Bovespa | EWZ | 1.66% | 1.81% | -1.59% | 27.2% |
JPRE vs. Sectors JPRE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.97% | 2.39% | -7.45% | 4.21% |
| Consumer Discretionary | XLY | 6.09% | 0.65% | -1.38% | 8.53% |
| Consumer Staples | XLP | 1.92% | -6.47% | -8.86% | 3.81% |
| Energy | XLE | 0.50% | 6.81% | 0.30% | 28.0% |
| Financial | XLF | 3.85% | 1.24% | -6.76% | -1.20% |
| Health Care | XLV | 4.82% | 4.10% | 2.76% | 18.3% |
| Industrial | XLI | 4.10% | 1.43% | 1.28% | 12.4% |
| Materials | XLB | 3.50% | 3.38% | 8.44% | 25.3% |
| Real Estate | XLRE | -0.12% | -0.38% | 0.01% | 0.64% |
| Technology | XLK | 6.58% | 5.66% | 8.17% | 19.0% |
| Utilities | XLU | 1.91% | -2.85% | -4.38% | -6.62% |
| Aerospace & Defense | XAR | 3.53% | -3.31% | -8.40% | -6.41% |
| Biotech | XBI | 1.66% | 8.61% | 15.9% | 26.7% |
| Homebuilder | XHB | 4.27% | 3.57% | 19.3% | 26.9% |
| Retail | XRT | 3.52% | -1.16% | 6.03% | 22.1% |