(JPRE) JPMorgan Realty Income - Performance 12.6% in 12m

JPRE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 20.37%
#17 in Peer-Group
Rel. Strength 59.65%
#3010 in Stock-Universe
Total Return 12m 12.63%
#10 in Peer-Group
Total Return 5y 13.42%
#29 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 51.05 USD
52 Week Low 42.58 USD
Sentiment Value
VRO Trend Strength +-100 80.97
Buy/Sell Signal +-5 -0.05
Support / Resistance Levels
Support
Resistance
12m Total Return: JPRE (12.6%) vs XLRE (13.9%)
Total Return of JPMorgan Realty Income versus its related sector ETF XLRE
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (JPRE) JPMorgan Realty Income - Performance 12.6% in 12m

Top Performer in Real Estate

Short Term Performance

Symbol 1w 1m 3m
JPRE 1.31% 2.57% 0.96%
DTCR 3.47% 7.14% 7.82%
SRVR 3.01% 4.69% 8.87%
VPN 1.05% 4.63% 5.29%

Long Term Performance

Symbol 6m 12m 5y
JPRE 3.22% 12.6% 13.4%
DTCR 13.9% 26.8% 37.3%
SRVR 10.7% 23.1% 4.89%
VPN 11.2% 23.8% 30.8%

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
1.07% 10.1% 61.8% - - - - -
USRT NYSE ARCA
iShares Core U.S. REIT
2.3% 11.1% 57.8% - - - - -
FRI NYSE ARCA
First Trust S&P REIT
2.45% 11.1% 55.3% - - - - -
DTCR NASDAQ
Global X Data Center
7.14% 26.8% 37.3% - - - - -
RWR NYSE ARCA
SPDR Dow Jones REIT
2.14% 9.78% 55.2% - - - - -
XLRE NYSE ARCA
The Real Estate Sector SPDR
3.23% 13.9% 48.3% - - - - -
VPN NASDAQ
Global X Data Center REITs
4.63% 23.8% 30.8% - - - - -
ICF BATS
iShares Cohen & Steers REIT
2.83% 12.3% 44% - - - - -

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 2.57% 3.23% 2.95%
3 Months 0.96% 1.97% 6.01%
12 Months 12.63% 13.90% 13.19%
5 Years 13.42% 48.31% 117.19%

Trend Score (consistency of price movement) JPRE XLRE S&P 500
1 Month 89.2% 79.2% 78.3%
3 Months 50.3% 59% 84.6%
12 Months -1.8% 0% 43.3%
5 Years 68.2% 39.6% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLRE vs. S&P 500
1 Month #20 -0.63% -0.37%
3 Month #16 -0.99% -4.76%
12 Month #9 -1.11% -0.50%
5 Years #9 2.78% -29.20%

FAQs

Does JPMorgan Realty Income (JPRE) outperform the market?

No, over the last 12 months JPRE made 12.63%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.90%. Over the last 3 months JPRE made 0.96%, while XLRE made 1.97%.

Performance Comparison JPRE vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

JPRE vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.5% -0.4% 1.7% -1%
US NASDAQ 100 QQQ -0.8% -1.1% 1.1% -2%
German DAX 40 DAX 0.4% 5% -14.7% -16%
Shanghai Shenzhen CSI 300 CSI 300 -0.8% -0.3% 2.3% -3%
Hongkong Hang Seng HSI -1.3% -4.8% -16.9% -20%
India NIFTY 50 INDA -0.5% 2.1% 0.6% 13%
Brasil Bovespa EWZ 1.8% 0.7% -22% 6%

JPRE vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.7% -1% -3.5% -13%
Consumer Discretionary XLY -1.4% 3% 10.8% -7%
Consumer Staples XLP -0.4% 3.1% -0.4% 6%
Energy XLE 4.8% -0.9% 1.3% 17%
Financial XLF -1.7% 1% -2.8% -13%
Health Care XLV 0.6% 0.9% 6.4% 20%
Industrial XLI -0.8% 1% -5.6% -7%
Materials XLB 0.3% 1.5% -0.3% 13%
Real Estate XLRE -0.8% -0.7% -1.9% -1%
Technology XLK -1.3% -4.1% 0.1% 1%
Utilities XLU -0.9% 2% -5% -8%
Aerospace & Defense XAR -0.4% -1.8% -16% -30%
Biotech XBI -0.8% -3.1% 12.1% 23%
Homebuilder XHB -4.5% 0.7% 10.3% 17%
Retail XRT -0.3% 1.3% 7.1% 10%

JPRE vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 12.6% -5.93% 4.10% 21%
Natural Gas UNG 8.9% 7.4% 2.5% 30%
Gold GLD 3.2% 2% -23.6% -29%
Silver SLV 4.7% -5.3% -17.5% -8%
Copper CPER -1.1% -0.9% -16.4% 1%

JPRE vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.3% 0.2% 2% 16%
iShares High Yield Corp. Bond HYG 0.4% 1.2% -1.2% 3%