Overview Performance Dividends Peer Group Options

(JPM) JPMorgan Chase - Performance 30.5% in 12m

Compare JPM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 83.37%
#26 in Group
Rel. Strength 82.43%
#1403 in Universe
Total Return 12m 30.54%
#28 in Group
Total Return 5y 205.10%
#29 in Group
P/E 12.0
67th Percentile in Group
P/E Forward 13.3
91th Percentile in Group
PEG 6.65
93th Percentile in Group
FCF Yield -
19th Percentile in Group

12m Total Return: JPM (30.5%) vs XLF (22.7%)

Compare overall performance (total returns) of JPMorgan Chase with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (JPM) JPMorgan Chase - Performance 30.5% in 12m

Top Performers in Diversified Banks

Short Term
Symbol 1w 1m 3m
JPM 1.55% 0.34% -7.92%
SHB-B 11.3% 18.4% 24.2%
SAN 0.15% 6.13% 39.7%
ITUB 5.52% 14.8% 25.6%
Long Term
Symbol 6m 12m 5y
JPM 11.5% 30.5% 205%
SUPV 64.8% 143% 883%
NWG 39.8% 76.7% 492%
LYG 47.9% 62.0% 227%
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
BCP LS
Banco Comercial Portugues		 1.18% 80.8% 512% 8.93 7.34 1.86 18.0% -
NWG NYSE
Natwest		 8.39% 76.7% 492% 9.32 7.95 0.55 73.1% 61.3%
MUFG NYSE
Mitsubishi UFJ Financial		 -7.26% 29.2% 293% 10.6 9.77 0.88 58.5% 19.4%
GGAL NASDAQ
Grupo Financiero Galicia		 10.9% 101% 973% 7.23 3.47 0.75 81.5% 234%
SMFG NYSE
Sumitomo Mitsui Financial		 -8.15% 28% 240% 9.43 8.94 0.73 66.2% 31.8%
MFG NYSE
Mizuho Financial		 -8.35% 33.4% 175% 10.4 9.36 0.82 -2.20% -12.7%
SUPV NYSE
Grupo Supervielle		 14.9% 143% 883% 12.9 - 0.29 65.3% 152%
BMA NYSE
Banco Macro		 17.2% 79.1% 614% 20.1 3.1 0.9 38.9% 103%

Performance Comparison: JPM vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for JPM
Total Return (including Dividends) JPM XLF S&P 500
1 Month 0.34% -2.11% -0.87%
3 Months -7.92% -4.92% -7.58%
12 Months 30.54% 22.69% 11.88%
5 Years 205.10% 144.89% 110.33%
Trend Score (consistency of price movement) JPM XLF S&P 500
1 Month 55.5% 27.8% 23%
3 Months -71.4% -81% -88.5%
12 Months 85.5% 83.7% 55.1%
5 Years 77.1% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #47 2.50% 1.21%
3 Month #59 -3.16% -0.37%
12 Month #28 6.39% 16.7%
5 Years #29 24.6% 45.1%

FAQs

Does JPM JPMorgan Chase outperforms the market?

Yes, over the last 12 months JPM made 30.54%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months JPM made -7.92%, while XLF made -4.92%.

Performance Comparison JPM vs Indeces and Sectors

JPM vs. Indices JPM is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -2.02% 1.21% 13.3% 18.7%
US NASDAQ 100 QQQ -3.05% -1.06% 12.9% 17.9%
US Dow Jones Industrial 30 DIA -1.08% 3.52% 13.4% 21.3%
German DAX 40 DAX -0.79% -0.98% -6.18% 5.86%
Shanghai Shenzhen CSI 300 CSI 300 1.94% 3.16% 16.3% 24.6%
Hongkong Hang Seng HSI -1.03% 0.28% 11.4% 16.7%
India NIFTY 50 INDA 0.82% -3.72% 13.1% 27.5%
Brasil Bovespa EWZ -1.22% -4.26% 9.64% 36.4%

JPM vs. Sectors JPM is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -2.27% 1.39% 7.21% 6.58%
Consumer Discretionary XLY -2.10% 0.44% 10.8% 17.2%
Consumer Staples XLP 1.48% 0.14% 8.03% 19.3%
Energy XLE 2.46% 14.2% 19.1% 41.6%
Financial XLF -0.63% 2.45% 5.74% 7.85%
Health Care XLV -1.94% 4.13% 15.0% 28.8%
Industrial XLI -2.44% 0.23% 12.6% 21.0%
Materials XLB -1.41% 2.77% 20.8% 34.1%
Real Estate XLRE -0.50% 1.65% 14.2% 12.5%
Technology XLK -4.47% -1.35% 16.7% 22.8%
Utilities XLU 0.82% 0.28% 11.2% 8.71%
Aerospace & Defense XAR -2.97% -6.05% -0.19% 3.97%
Biotech XBI -3.32% -1.94% 26.0% 32.4%
Homebuilder XHB -1.33% 2.61% 28.2% 37.6%
Retail XRT -0.45% 0.90% 18.9% 33.3%

JPM vs. Commodities JPM is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 8.15% 18.2% 24.5% 49.5%
Natural Gas UNG -4.87% 22.9% -20.2% 14.6%
Gold GLD 1.51% -5.08% -8.35% -12.8%
Silver SLV 4.69% 4.83% 12.2% 7.46%
Copper CPER 7.58% 10.0% 7.17% 29.7%

JPM vs. Yields & Bonds JPM is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.91% 1.70% 12.7% 24.9%
iShares High Yield Corp. Bond HYG 0.78% 0.22% 9.26% 21.3%