(JAVA) JPMorgan Active Value - Performance 8.1% in 12m
Compare JAVA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
53.12%
#97 in Group
Rel. Strength
56.89%
#3441 in Universe
Total Return 12m
8.08%
#73 in Group
Total Return 5y
29.90%
#98 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: JAVA (8.1%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: JAVA vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for JAVA
| Total Return (including Dividends) | JAVA | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.02% | -3.18% | -0.87% |
| 3 Months | -6.56% | -8.41% | -7.58% |
| 12 Months | 8.08% | 9.20% | 11.88% |
| 5 Years | 29.90% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | JAVA | DIA | S&P 500 |
| 1 Month | 17.0% | -2.7% | 23% |
| 3 Months | -88.5% | -91.1% | -88.5% |
| 12 Months | 57.8% | 61.2% | 55.1% |
| 5 Years | 84.5% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #55 | 0.16% | -2.17% |
| 3 Month | #97 | 2.02% | 1.10% |
| 12 Month | #74 | -1.02% | -3.39% |
| 5 Years | #62 | 2.84% | -3.54% |
FAQs
Does JAVA JPMorgan Active Value outperforms the market?
No,
over the last 12 months JAVA made 8.08%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months JAVA made -6.56%, while DIA made -8.41%.
Over the last 3 months JAVA made -6.56%, while DIA made -8.41%.
Performance Comparison JAVA vs Indeces and Sectors
JAVA vs. Indices JAVA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.19% | -2.15% | -1.29% | -3.80% |
| US NASDAQ 100 | QQQ | -2.22% | -4.42% | -1.72% | -4.59% |
| US Dow Jones Industrial 30 | DIA | -0.25% | 0.16% | -1.20% | -1.12% |
| German DAX 40 | DAX | 0.04% | -4.34% | -20.8% | -16.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.77% | -0.20% | 1.70% | 2.12% |
| Hongkong Hang Seng | HSI | -0.20% | -3.08% | -3.21% | -5.81% |
| India NIFTY 50 | INDA | 1.65% | -7.08% | -1.58% | 5.01% |
| Brasil Bovespa | EWZ | -0.39% | -7.62% | -4.99% | 13.9% |
JAVA vs. Sectors JAVA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.44% | -1.97% | -7.42% | -15.9% |
| Consumer Discretionary | XLY | -1.27% | -2.92% | -3.80% | -5.24% |
| Consumer Staples | XLP | 2.31% | -3.22% | -6.60% | -3.12% |
| Energy | XLE | 3.29% | 10.8% | 4.50% | 19.2% |
| Financial | XLF | 0.20% | -0.91% | -8.89% | -14.6% |
| Health Care | XLV | -1.11% | 0.77% | 0.40% | 6.36% |
| Industrial | XLI | -1.61% | -3.13% | -2.0% | -1.51% |
| Materials | XLB | -0.58% | -0.59% | 6.12% | 11.6% |
| Real Estate | XLRE | 0.33% | -1.71% | -0.40% | -10.0% |
| Technology | XLK | -3.64% | -4.71% | 2.05% | 0.35% |
| Utilities | XLU | 1.65% | -3.08% | -3.41% | -13.8% |
| Aerospace & Defense | XAR | -2.14% | -9.41% | -14.8% | -18.5% |
| Biotech | XBI | -2.49% | -5.30% | 11.4% | 9.91% |
| Homebuilder | XHB | -0.50% | -0.75% | 13.5% | 15.1% |
| Retail | XRT | 0.38% | -2.46% | 4.28% | 10.8% |