(JEPI) JPMorgan Equity - Performance 7.1% in 12m
Compare JEPI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.88%
#3 in Group
Rel. Strength
54.22%
#3654 in Universe
Total Return 12m
7.10%
#47 in Group
Total Return 5y
69.28%
#10 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: JEPI (7.1%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
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 |
|---|---|---|---|---|---|---|---|---|
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.25% | 12.5% | 69.1% | - | - | - | - | - |
| DIVO NYSE ARCA Amplify CWP Enhanced |
-1.94% | 11% | 87.9% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.01% | 7.1% | 69.3% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-0.63% | 8.13% | 68.3% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-1.32% | 7.31% | 72.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-1.62% | 9.58% | 61.6% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-1.91% | 8.49% | 61.3% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
-1.15% | 10.3% | 59.3% | - | - | - | - | - |
Performance Comparison: JEPI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JEPI
| Total Return (including Dividends) | JEPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.01% | -0.87% | -0.87% |
| 3 Months | -4.00% | -7.58% | -7.58% |
| 12 Months | 7.10% | 11.88% | 11.88% |
| 5 Years | 69.28% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | JEPI | SPY | S&P 500 |
| 1 Month | 16.0% | 23% | 23% |
| 3 Months | -85.6% | -88.5% | -88.5% |
| 12 Months | 60.6% | 55.1% | 55.1% |
| 5 Years | 95.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #61 | -1.16% | -1.16% |
| 3 Month | #25 | 3.88% | 3.88% |
| 12 Month | #61 | -4.27% | -4.27% |
| 5 Years | #66 | -16.3% | -16.3% |
FAQs
Does JEPI JPMorgan Equity outperforms the market?
No,
over the last 12 months JEPI made 7.10%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months JEPI made -4.00%, while SPY made -7.58%.
Over the last 3 months JEPI made -4.00%, while SPY made -7.58%.
Performance Comparison JEPI vs Indeces and Sectors
JEPI vs. Indices JEPI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.02% | -1.14% | 0.26% | -4.78% |
| US NASDAQ 100 | QQQ | -2.05% | -3.41% | -0.17% | -5.57% |
| US Dow Jones Industrial 30 | DIA | -0.08% | 1.17% | 0.35% | -2.10% |
| German DAX 40 | DAX | 0.21% | -3.33% | -19.3% | -17.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.94% | 0.81% | 3.25% | 1.14% |
| Hongkong Hang Seng | HSI | -0.03% | -2.07% | -1.66% | -6.79% |
| India NIFTY 50 | INDA | 1.82% | -6.07% | -0.03% | 4.03% |
| Brasil Bovespa | EWZ | -0.22% | -6.61% | -3.44% | 12.9% |
JEPI vs. Sectors JEPI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.27% | -0.96% | -5.87% | -16.9% |
| Consumer Discretionary | XLY | -1.10% | -1.91% | -2.25% | -6.22% |
| Consumer Staples | XLP | 2.48% | -2.21% | -5.05% | -4.10% |
| Energy | XLE | 3.46% | 11.9% | 6.05% | 18.2% |
| Financial | XLF | 0.37% | 0.10% | -7.34% | -15.6% |
| Health Care | XLV | -0.94% | 1.78% | 1.95% | 5.38% |
| Industrial | XLI | -1.44% | -2.12% | -0.45% | -2.49% |
| Materials | XLB | -0.41% | 0.42% | 7.67% | 10.6% |
| Real Estate | XLRE | 0.50% | -0.70% | 1.15% | -11.0% |
| Technology | XLK | -3.47% | -3.70% | 3.60% | -0.63% |
| Utilities | XLU | 1.82% | -2.07% | -1.86% | -14.7% |
| Aerospace & Defense | XAR | -1.97% | -8.40% | -13.3% | -19.5% |
| Biotech | XBI | -2.32% | -4.29% | 12.9% | 8.93% |
| Homebuilder | XHB | -0.33% | 0.26% | 15.1% | 14.1% |
| Retail | XRT | 0.55% | -1.45% | 5.83% | 9.84% |