(JPIE) J.P. Morgan - Performance 7.3% in 12m
Compare JPIE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
46.58%
#15 in Group
Rel. Strength
55.54%
#3538 in Universe
Total Return 12m
7.26%
#12 in Group
Total Return 5y
9.41%
#15 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: JPIE (7.3%) vs TLT (0.4%)
5y Drawdown (Underwater) Chart
Top Performers in Multisector Bond
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 |
|---|---|---|---|---|---|---|---|---|
| CARY NYSE ARCA Angel Oak Income |
0.32% | 7.88% | 20.3% | - | - | - | - | - |
| CARY NASDAQ Angel Oak Income |
0.32% | 7.88% | 20.3% | - | - | - | - | - |
| CGMS NYSE ARCA Capital U.S. Multi-Sector |
2.63% | 5.99% | 23.4% | - | - | - | - | - |
| BINC NYSE ARCA BlackRock Trust II |
1.84% | 6.45% | 15.1% | - | - | - | - | - |
| PYLD NYSE ARCA PIMCO Trust |
0.93% | 7.85% | 15.3% | - | - | - | - | - |
| CRDT NYSE ARCA Simplify Exchange Traded |
0.9% | 6.75% | 12.3% | - | - | - | - | - |
| AFIF BATS Anfield Universal Fixed |
1.53% | 6.18% | 13.5% | - | - | - | - | - |
| NFLT NYSE ARCA Virtus Newfleet |
1.26% | 6.75% | 23.1% | - | - | - | - | - |
Performance Comparison: JPIE vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for JPIE
| Total Return (including Dividends) | JPIE | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.05% | -1.26% | 13.81% |
| 3 Months | 1.11% | -1.32% | -6.30% |
| 12 Months | 7.26% | 0.41% | 10.65% |
| 5 Years | 9.41% | -38.80% | 107.77% |
| Trend Score (consistency of price movement) | JPIE | TLT | S&P 500 |
| 1 Month | 84.5% | 30.8% | 83% |
| 3 Months | 53.9% | -25.4% | -75.3% |
| 12 Months | 97.2% | -26.9% | 50.1% |
| 5 Years | 75.1% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #5 | 2.34% | -11.2% |
| 3 Month | #9 | 2.46% | 7.91% |
| 12 Month | #16 | 6.82% | -3.06% |
| 5 Years | #10 | 65.2% | -15.0% |
FAQs
Does JPIE J.P. Morgan outperforms the market?
Yes,
over the last 12 months JPIE made 7.26%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.41%.
Over the last 3 months JPIE made 1.11%, while TLT made -1.32%.
Over the last 3 months JPIE made 1.11%, while TLT made -1.32%.
Performance Comparison JPIE vs Indeces and Sectors
JPIE vs. Indices JPIE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.29% | -12.8% | 7.77% | -3.39% |
| US NASDAQ 100 | QQQ | -1.48% | -16.3% | 7.56% | -4.38% |
| US Dow Jones Industrial 30 | DIA | -1.70% | -8.94% | 8.06% | -0.45% |
| German DAX 40 | DAX | -1.27% | -13.9% | -18.5% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.47% | -10.8% | 7.0% | -0.11% |
| Hongkong Hang Seng | HSI | -4.46% | -18.9% | -0.59% | -6.42% |
| India NIFTY 50 | INDA | 3.63% | -3.79% | 7.33% | 7.47% |
| Brasil Bovespa | EWZ | -2.34% | -16.2% | -0.93% | 15.6% |
JPIE vs. Sectors JPIE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.93% | -12.4% | 0.71% | -14.3% |
| Consumer Discretionary | XLY | -1.67% | -13.2% | 8.75% | -7.01% |
| Consumer Staples | XLP | -0.43% | -5.54% | 0.84% | -1.86% |
| Energy | XLE | -1.11% | -5.71% | 14.4% | 16.7% |
| Financial | XLF | -2.39% | -12.5% | 0.67% | -15.2% |
| Health Care | XLV | 1.72% | 0.18% | 12.8% | 11.3% |
| Industrial | XLI | -2.98% | -15.8% | 6.34% | -3.73% |
| Materials | XLB | -1.09% | -12.5% | 12.7% | 12.5% |
| Real Estate | XLRE | 0.03% | -10.5% | 7.02% | -8.19% |
| Technology | XLK | -2.37% | -20.2% | 10.7% | 0.16% |
| Utilities | XLU | -1.34% | -8.54% | 0.11% | -10.2% |
| Aerospace & Defense | XAR | -3.27% | -20.1% | -3.73% | -20.1% |
| Biotech | XBI | 5.30% | -10.8% | 27.9% | 19.6% |
| Homebuilder | XHB | -1.76% | -10.4% | 21.0% | 14.8% |
| Retail | XRT | -3.19% | -13.6% | 12.0% | 8.74% |