(JPUS) JPMorgan Diversified - Performance 5.3% in 12m
Compare JPUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.25%
#22 in Group
Rel. Strength
53.69%
#3720 in Universe
Total Return 12m
5.27%
#16 in Group
Total Return 5y
89.55%
#29 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: JPUS (5.3%) vs SPY (9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
-4.15% | 9.5% | 141% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
-4.85% | 10.5% | 137% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
-1.79% | 8.17% | 137% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
-5.09% | 5.64% | 123% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
-5.29% | 1.48% | 127% | - | - | - | - | - |
| COWZ BATS Pacer US Cash Cows 100 |
-6.44% | -6.39% | 133% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
-4.65% | 3.34% | 93.2% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
-6.58% | 6.93% | 118% | - | - | - | - | - |
Performance Comparison: JPUS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JPUS
| Total Return (including Dividends) | JPUS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.07% | -2.90% | -2.90% |
| 3 Months | -5.32% | -7.85% | -7.85% |
| 12 Months | 5.27% | 9.33% | 9.33% |
| 5 Years | 89.55% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | JPUS | SPY | S&P 500 |
| 1 Month | -31.6% | -35.6% | -35.6% |
| 3 Months | -86.5% | -89.7% | -89.7% |
| 12 Months | 47.4% | 58.3% | 58.3% |
| 5 Years | 86.1% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #4 | -0.18% | -0.18% |
| 3 Month | #6 | 2.75% | 2.75% |
| 12 Month | #17 | -3.71% | -3.71% |
| 5 Years | #34 | -8.13% | -8.13% |
FAQs
Does JPUS JPMorgan Diversified outperforms the market?
No,
over the last 12 months JPUS made 5.27%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months JPUS made -5.32%, while SPY made -7.85%.
Over the last 3 months JPUS made -5.32%, while SPY made -7.85%.
Performance Comparison JPUS vs Indeces and Sectors
JPUS vs. Indices JPUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.43% | -0.17% | -0.29% | -4.06% |
| US NASDAQ 100 | QQQ | -5.39% | -1.19% | -0.57% | -4.60% |
| US Dow Jones Industrial 30 | DIA | -1.36% | 2.07% | -0.18% | -0.91% |
| German DAX 40 | DAX | -0.77% | -1.18% | -18.6% | -16.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.10% | 0.50% | 1.34% | 0.09% |
| Hongkong Hang Seng | HSI | -1.16% | 0.47% | -1.38% | -5.03% |
| India NIFTY 50 | INDA | 4.0% | -5.12% | -1.37% | 3.93% |
| Brasil Bovespa | EWZ | -3.18% | -5.39% | -3.64% | 13.6% |
JPUS vs. Sectors JPUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.29% | 1.28% | -8.66% | -15.3% |
| Consumer Discretionary | XLY | -5.78% | -0.24% | -3.51% | -5.48% |
| Consumer Staples | XLP | 4.03% | -3.11% | -5.71% | -4.11% |
| Energy | XLE | -0.08% | 8.21% | 1.25% | 17.0% |
| Financial | XLF | -1.47% | 1.23% | -7.40% | -14.4% |
| Health Care | XLV | -0.41% | 1.70% | 1.57% | 5.38% |
| Industrial | XLI | -1.60% | -0.15% | -0.65% | -0.76% |
| Materials | XLB | -0.18% | 1.57% | 7.04% | 12.0% |
| Real Estate | XLRE | 1.40% | -0.90% | 1.87% | -8.48% |
| Technology | XLK | -7.24% | -1.63% | 4.26% | 0.67% |
| Utilities | XLU | 0.72% | -4.10% | -2.91% | -14.9% |
| Aerospace & Defense | XAR | -2.99% | -5.82% | -11.9% | -19.2% |
| Biotech | XBI | -2.56% | 3.10% | 13.6% | 11.3% |
| Homebuilder | XHB | -1.68% | 2.16% | 15.2% | 15.0% |
| Retail | XRT | -0.64% | -0.66% | 4.67% | 10.2% |