(JPRE) JPMorgan Realty Income - Performance 15.7% in 12m
Compare JPRE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
24.91%
#18 in Group
Rel. Strength
73.40%
#2117 in Universe
Total Return 12m
15.70%
#8 in Group
Total Return 5y
10.84%
#29 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: JPRE (15.7%) vs XLRE (15.5%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
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 |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
8.92% | 16.8% | 65.4% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
11.8% | 13.3% | 59.8% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
12.2% | 13% | 56.9% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
11.7% | 12.2% | 55.5% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
11.5% | 15.5% | 48.4% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
10.7% | 6.73% | 45% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
11% | 13.4% | 44.1% | - | - | - | - | - |
| ICF BATS iShares Cohen & Steers REIT |
12.1% | 15% | 44.1% | - | - | - | - | - |
Performance Comparison: JPRE vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for JPRE
| Total Return (including Dividends) | JPRE | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 11.23% | 11.54% | 13.81% |
| 3 Months | -0.54% | -0.97% | -6.30% |
| 12 Months | 15.70% | 15.45% | 10.65% |
| 5 Years | 10.84% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | JPRE | XLRE | S&P 500 |
| 1 Month | 93.4% | 94.5% | 83% |
| 3 Months | -56.6% | -61.6% | -75.3% |
| 12 Months | 32.2% | 32.2% | 50.1% |
| 5 Years | 65.4% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #7 | -0.28% | -2.27% |
| 3 Month | #12 | 0.43% | 6.14% |
| 12 Month | #10 | 0.22% | 4.57% |
| 5 Years | #12 | 3.55% | -25.5% |
FAQs
Does JPRE JPMorgan Realty Income outperforms the market?
Yes,
over the last 12 months JPRE made 15.70%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months JPRE made -0.54%, while XLRE made -0.97%.
Over the last 3 months JPRE made -0.54%, while XLRE made -0.97%.
Performance Comparison JPRE vs Indeces and Sectors
JPRE vs. Indices JPRE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.43% | -2.58% | 0.59% | 5.05% |
| US NASDAQ 100 | QQQ | -1.62% | -6.13% | 0.38% | 4.06% |
| US Dow Jones Industrial 30 | DIA | -1.84% | 1.24% | 0.88% | 7.99% |
| German DAX 40 | DAX | -1.41% | -3.73% | -25.7% | -10.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.61% | -0.60% | -0.18% | 8.33% |
| Hongkong Hang Seng | HSI | -4.60% | -8.70% | -7.77% | 2.02% |
| India NIFTY 50 | INDA | 3.49% | 6.39% | 0.15% | 15.9% |
| Brasil Bovespa | EWZ | -2.48% | -6.01% | -8.11% | 24.0% |
JPRE vs. Sectors JPRE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.07% | -2.18% | -6.47% | -5.86% |
| Consumer Discretionary | XLY | -1.81% | -3.0% | 1.57% | 1.43% |
| Consumer Staples | XLP | -0.57% | 4.64% | -6.34% | 6.58% |
| Energy | XLE | -1.25% | 4.47% | 7.18% | 25.2% |
| Financial | XLF | -2.53% | -2.29% | -6.51% | -6.73% |
| Health Care | XLV | 1.58% | 10.4% | 5.58% | 19.8% |
| Industrial | XLI | -3.12% | -5.59% | -0.84% | 4.71% |
| Materials | XLB | -1.23% | -2.33% | 5.48% | 20.9% |
| Real Estate | XLRE | -0.11% | -0.31% | -0.16% | 0.25% |
| Technology | XLK | -2.51% | -9.99% | 3.47% | 8.60% |
| Utilities | XLU | -1.48% | 1.64% | -7.07% | -1.77% |
| Aerospace & Defense | XAR | -3.41% | -9.93% | -10.9% | -11.6% |
| Biotech | XBI | 5.16% | -0.58% | 20.7% | 28.0% |
| Homebuilder | XHB | -1.90% | -0.25% | 13.8% | 23.3% |
| Retail | XRT | -3.33% | -3.42% | 4.83% | 17.2% |