(JPSE) JPMorgan Diversified - Performance -1.4% in 12m
Compare JPSE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.52%
#17 in Group
Rel. Strength
41.41%
#4702 in Universe
Total Return 12m
-1.36%
#38 in Group
Total Return 5y
89.12%
#14 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: JPSE (-1.4%) vs IWM (-0.1%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
-31.6% | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-4.14% | 3.4% | 94.3% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.24% | 4.72% | 96.3% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.41% | 3.79% | 103% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.15% | 2.2% | 98.8% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.3% | 11.8% | 57.3% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-6.76% | -1.91% | 101% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.51% | 1.82% | 107% | - | - | - | - | - |
Performance Comparison: JPSE vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for JPSE
| Total Return (including Dividends) | JPSE | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -6.10% | -6.54% | -4.31% |
| 3 Months | -12.23% | -14.10% | -7.85% |
| 12 Months | -1.36% | -0.07% | 10.76% |
| 5 Years | 89.12% | 62.43% | 106.31% |
| Trend Score (consistency of price movement) | JPSE | IWM | S&P 500 |
| 1 Month | -31.6% | -28.6% | -35.6% |
| 3 Months | -91.9% | -92.3% | -89.7% |
| 12 Months | 17.1% | 23% | 58.3% |
| 5 Years | 66.4% | 35.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #13 | 0.47% | -1.86% |
| 3 Month | #10 | 2.18% | -4.75% |
| 12 Month | #18 | -1.29% | -10.9% |
| 5 Years | #5 | 16.4% | -8.33% |
FAQs
Does JPSE JPMorgan Diversified outperforms the market?
No,
over the last 12 months JPSE made -1.36%, while its related Sector, the iShares Russell 2000 (IWM) made -0.07%.
Over the last 3 months JPSE made -12.23%, while IWM made -14.10%.
Over the last 3 months JPSE made -12.23%, while IWM made -14.10%.
Performance Comparison JPSE vs Indeces and Sectors
JPSE vs. Indices JPSE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.42% | -1.79% | -6.24% | -12.1% |
| US NASDAQ 100 | QQQ | -4.38% | -1.86% | -6.24% | -13.4% |
| US Dow Jones Industrial 30 | DIA | -0.35% | -0.32% | -6.50% | -8.34% |
| German DAX 40 | DAX | 0.24% | -2.29% | -24.7% | -24.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.11% | -2.60% | -4.82% | -9.98% |
| Hongkong Hang Seng | HSI | -0.15% | -3.22% | -8.11% | -15.4% |
| India NIFTY 50 | INDA | 5.01% | -7.66% | -7.84% | -3.16% |
| Brasil Bovespa | EWZ | -2.17% | -8.07% | -10.7% | 4.14% |
JPSE vs. Sectors JPSE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.28% | -0.52% | -15.0% | -23.8% |
| Consumer Discretionary | XLY | -4.77% | -2.06% | -9.40% | -15.7% |
| Consumer Staples | XLP | 5.04% | -8.85% | -11.6% | -10.9% |
| Energy | XLE | 0.93% | 5.53% | -3.81% | 10.6% |
| Financial | XLF | -0.46% | -1.32% | -14.3% | -20.7% |
| Health Care | XLV | 0.60% | -1.13% | -4.23% | -1.62% |
| Industrial | XLI | -0.59% | -2.03% | -6.59% | -8.27% |
| Materials | XLB | 0.83% | -1.59% | 0.65% | 3.98% |
| Real Estate | XLRE | 2.41% | -4.19% | -4.09% | -16.5% |
| Technology | XLK | -6.23% | -1.58% | -1.37% | -7.60% |
| Utilities | XLU | 1.73% | -7.78% | -9.34% | -21.8% |
| Aerospace & Defense | XAR | -1.98% | -5.80% | -17.5% | -28.3% |
| Biotech | XBI | -1.55% | 1.74% | 6.85% | 0.89% |
| Homebuilder | XHB | -0.67% | -0.08% | 8.74% | 6.61% |
| Retail | XRT | 0.37% | -3.17% | -2.12% | 2.26% |