(JAVA) JPMorgan Active Value - Performance 10.2% in 12m
JAVA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
51.36%
#91 in Peer-Group
Rel. Strength
56.40%
#3318 in Stock-Universe
Total Return 12m
10.22%
#76 in Peer-Group
Total Return 5y
35.42%
#93 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 68.11 USD |
| 52 Week Low | 56.84 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 60.26 |
| Buy/Sell Signal +-5 | -0.12 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JAVA (10.2%) vs DIA (11.4%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| FDL NYSE ARCA First Trust Morningstar |
0.76% | 18.2% | 102% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
0.13% | 12.2% | 113% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
0.3% | 14.5% | 107% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
0.21% | 14.3% | 98.4% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
1.1% | 11.9% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
0.44% | 15.1% | 106% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
0.85% | 12.9% | 92.7% | - | - | - | - | - |
| EQWL NYSE ARCA Invesco S&P 100 Equal |
1.24% | 16.8% | 108% | - | - | - | - | - |
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 | -0.09% | -0.06% | 1.43% |
| 3 Months | 0.91% | 2.01% | 6.58% |
| 12 Months | 10.22% | 11.40% | 11.56% |
| 5 Years | 35.42% | 78.53% | 107.90% |
| Trend Score (consistency of price movement) | JAVA | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 37.6% | 41.6% | 74.5% |
| 3 Months | 29.8% | 52.9% | 72.6% |
| 12 Months | 34% | 41.6% | 43.3% |
| 5 Years | 85.5% | 86.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #91 | -0.03% | -1.50% |
| 3 Month | #72 | -1.08% | -5.33% |
| 12 Month | #76 | -1.06% | -1.20% |
| 5 Years | #66 | 2.12% | -7.47% |
FAQs
Does JPMorgan Active Value (JAVA) outperform the market?
No,
over the last 12 months JAVA made 10.22%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 11.40%.
Over the last 3 months JAVA made 0.91%, while DIA made 2.01%.
Performance Comparison JAVA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JAVA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -1.5% | -1.4% | -1% |
| US NASDAQ 100 | QQQ | -0.5% | -2.5% | -1.1% | -1% |
| German DAX 40 | DAX | 2.1% | 0.3% | -17.7% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | 0.3% | -2.8% | -2% |
| Hongkong Hang Seng | HSI | 0.8% | -4.2% | -18.7% | -16% |
| India NIFTY 50 | INDA | 1.4% | 0.1% | -0.4% | 11% |
| Brasil Bovespa | EWZ | -2.4% | -1.2% | -21.4% | 0% |
JAVA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.8% | -2.6% | -5% | -15% |
| Consumer Discretionary | XLY | 0.1% | 1.6% | 8.4% | -9% |
| Consumer Staples | XLP | 0.6% | 1% | -2.3% | 3% |
| Energy | XLE | -5% | -2.9% | -3.8% | 7% |
| Financial | XLF | 1.1% | 2% | -4.5% | -15% |
| Health Care | XLV | -1% | -2.1% | 0.3% | 16% |
| Industrial | XLI | 1% | 0% | -6.8% | -9% |
| Materials | XLB | 0.4% | -1.3% | -2.1% | 10% |
| Real Estate | XLRE | -0% | 0.1% | -1.6% | -3% |
| Technology | XLK | -1.3% | -3.6% | -2.5% | 4% |
| Utilities | XLU | -0.3% | 1.3% | -8.3% | -10% |
| Aerospace & Defense | XAR | 2.1% | -4% | -16.8% | -32% |
| Biotech | XBI | 1.2% | -5.6% | 10.5% | 18% |
| Homebuilder | XHB | 1.1% | 5.4% | 14% | 19% |
| Retail | XRT | 2.3% | -0.9% | 5.4% | 7% |
JAVA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -8.9% | -15.5% | -8.12% | 9% |
| Natural Gas | UNG | -2.4% | -1.7% | -23.2% | 22% |
| Gold | GLD | -1.5% | -6.1% | -28.8% | -35% |
| Silver | SLV | 1.2% | -12.8% | -20.3% | -12% |
| Copper | CPER | 1.7% | -5.7% | -17% | 0% |
JAVA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.1% | 0.5% | 2% | 15% |
| iShares High Yield Corp. Bond | HYG | -0.1% | -0.7% | -4.4% | 1% |