JPSR Performance & Benchmarks - 4.2% in 12m
The Total Return for 3m is 3%, for 6m -1.4% and YTD 1.9%. Compare with Peer-Group: Japan Large-Cap Blend Equity
Performance Rating
35.23%
#64 in Peer-Group
Rel. Strength
49.66%
#3853 in Stock-Universe
Total Return 12m
4.24%
#22 in Peer-Group
Total Return 5y
34.67%
#61 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 24.32 EUR |
| 52 Week Low | 20.16 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 78.34 |
| Buy/Sell Signal +-5 | -2.73 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JPSR (4.2%) vs VT (15.3%)
5y Drawdown (Underwater) Chart
Top Performer in Japan Large-Cap Blend Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| JPSR | -0.43% | 1.53% | 3.02% |
| EUNN | -0.56% | 1.63% | 4.39% |
| XDJP | -1.68% | -0.32% | 6.84% |
| PRAJ | -0.62% | 1.62% | 3.99% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| JPSR | -1.38% | 4.24% | 34.7% |
| SJPD | 9.37% | 8.59% | 47.2% |
| EDMJ | 6.42% | 5.40% | 43.0% |
| XDJP | -2.97% | 1.16% | 43.0% |
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 |
|---|---|---|---|---|---|---|---|---|
| PRAJ XETRA Amundi Index Solutions |
1.62% | 2.08% | 54.3% | - | - | - | - | - |
| EJAP PA BNP Paribas Easy MSCI Japan |
1.06% | 1.64% | 54% | - | - | - | - | - |
| EJAP XETRA BNP Paribas Easy MSCI Japan |
1.03% | 1.54% | 53.9% | - | - | - | - | - |
| EUNN XETRA iShares Core MSCI Japan IMI |
1.63% | 2.79% | 50.8% | - | - | - | - | - |
| DBXJ XETRA Xtrackers - MSCI Japan |
1.1% | 1.24% | 51.5% | - | - | - | - | - |
| LCUJ XETRA Lyxor Core MSCI Japan (DR) |
1.2% | 1.21% | 51.5% | - | - | - | - | - |
| IJPN AS iShares MSCI Japan Dist |
1.29% | 1.43% | 50.9% | - | - | - | - | - |
| SGAJ XETRA iShares MSCI Japan ESG |
1.06% | 0.36% | 48.8% | - | - | - | - | - |
Performance Comparison: JPSR vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for JPSR
| Total Return (including Dividends) | JPSR | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.53% | 1.10% | 2.30% |
| 3 Months | 3.02% | 11.97% | 14.32% |
| 12 Months | 4.24% | 15.30% | 16.19% |
| 5 Years | 34.67% | 80.55% | 106.47% |
| Trend Stabilty (consistency of price movement) | JPSR | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 51% | 78.4% | 88.4% |
| 3 Months | -39.8% | 97.3% | 97.4% |
| 12 Months | 36.4% | 63.8% | 49.8% |
| 5 Years | 46.4% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 48 %th | 0.43% | -0.75% |
| 3 Month | 7 %th | -8.00% | -9.89% |
| 12 Month | 79 %th | -9.59% | -10.28% |
| 5 Years | 22 %th | -25.41% | -34.77% |
FAQs
Does UBS(Lux)Fund Solutions (JPSR) outperform the market?
No,
over the last 12 months JPSR made 4.24%, while its related Sector, the Vanguard Total World Stock (VT) made 15.30%.
Over the last 3 months JPSR made 3.02%, while VT made 11.97%.
Performance Comparison JPSR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JPSR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -0.8% | -7% | -12% |
| US NASDAQ 100 | QQQ | -0.4% | -0.9% | -9.8% | -16% |
| German DAX 40 | DAX | 0.5% | 1% | -11.6% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.4% | -1.6% | -10.6% | -16% |
| Hongkong Hang Seng | HSI | 0.4% | -2.7% | -29.6% | -37% |
| India NIFTY 50 | INDA | 2.2% | 7% | -4.6% | 12% |
| Brasil Bovespa | EWZ | 1.7% | 9.5% | -8.2% | 2% |
JPSR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.7% | 2.6% | -6.9% | -22% |
| Consumer Discretionary | XLY | 0.2% | -0.4% | 2.8% | -15% |
| Consumer Staples | XLP | 1.5% | 3% | -3.6% | -1% |
| Energy | XLE | -0.2% | -1.3% | -2.5% | 8% |
| Financial | XLF | 0.9% | 1.5% | -3.9% | -17% |
| Health Care | XLV | 3.5% | 4.8% | 9% | 16% |
| Industrial | XLI | 0.5% | -1.5% | -11.9% | -16% |
| Materials | XLB | 3.5% | 1.6% | -1.2% | 7% |
| Real Estate | XLRE | 2.8% | 1.6% | -2.9% | 0% |
| Technology | XLK | -1% | -2.2% | -15.6% | -17% |
| Utilities | XLU | -2.1% | -3.4% | -12.9% | -17% |
| Aerospace & Defense | XAR | 1% | -1.1% | -25% | -40% |
| Biotech | XBI | 1.7% | -1.8% | 6.2% | 18% |
| Homebuilder | XHB | 3% | -1.9% | 4.2% | 17% |
| Retail | XRT | 3.3% | -0.3% | 0.3% | 3% |
JPSR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5% | -7.33% | -3.39% | 2% |
| Natural Gas | UNG | 1.5% | 12.6% | 14.7% | 4% |
| Gold | GLD | 1.9% | 2.1% | -18.6% | -29% |
| Silver | SLV | 5.7% | -0% | -18.3% | -22% |
| Copper | CPER | 23.7% | 14.8% | -3.6% | -0% |
JPSR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.6% | 2.7% | -2.6% | 9% |
| iShares High Yield Corp. Bond | HYG | -0.4% | 1.4% | -5.1% | -4% |