(JPSE) JPMorgan Diversified - Performance 4.6% in 12m
JPSE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
42.58%
#20 in Peer-Group
Rel. Strength
47.04%
#4029 in Stock-Universe
Total Return 12m
4.63%
#33 in Peer-Group
Total Return 5y
79.66%
#13 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 51.27 USD |
| 52 Week Low | 38.20 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 55.91 |
| Buy/Sell Signal +-5 | -0.52 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JPSE (4.6%) vs IWM (5.6%)
5y Drawdown (Underwater) Chart
Top Performer in Small Blend
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 |
|---|---|---|---|---|---|---|---|---|
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.19% | 13.8% | 61.4% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.71% | 9.68% | 98.4% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.38% | 9.46% | 90.3% | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.31% | 4.33% | 84.5% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.06% | 8.52% | 93.7% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.44% | 15.6% | 57.1% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.21% | 9.1% | 100% | - | - | - | - | - |
| XSMO NYSE ARCA Invesco S&P SmallCap |
-0.7% | 10.8% | 89.6% | - | - | - | - | - |
Performance Comparison: JPSE vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for JPSE
| Total Return (including Dividends) | JPSE | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -0.03% | 0.60% | 0.44% |
| 3 Months | 2.01% | 3.45% | 6.81% |
| 12 Months | 4.63% | 5.63% | 10.31% |
| 5 Years | 79.66% | 56.68% | 105.96% |
| Trend Score (consistency of price movement) | JPSE | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | 62.2% | 72.3% | 83% |
| 3 Months | 58.7% | 66.1% | 77.5% |
| 12 Months | -26.8% | -20.4% | 43.1% |
| 5 Years | 65.2% | 30.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #11 | -0.63% | -0.46% |
| 3 Month | #16 | -1.40% | -4.50% |
| 12 Month | #21 | -0.94% | -5.15% |
| 5 Years | #5 | 14.67% | -12.77% |
FAQs
Does JPMorgan Diversified (JPSE) outperform the market?
No,
over the last 12 months JPSE made 4.63%, while its related Sector, the iShares Russell 2000 (IWM) made 5.63%.
Over the last 3 months JPSE made 2.01%, while IWM made 3.45%.
Performance Comparison JPSE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JPSE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.7% | -0.5% | -7.1% | -6% |
| US NASDAQ 100 | QQQ | -0.7% | -1.4% | -7.3% | -5% |
| German DAX 40 | DAX | 1.3% | 2.6% | -19.3% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.8% | 0.3% | -5.5% | -7% |
| Hongkong Hang Seng | HSI | 0.3% | -3.9% | -24.2% | -22% |
| India NIFTY 50 | INDA | 1.4% | 1.8% | -4.9% | 7% |
| Brasil Bovespa | EWZ | -2.7% | -1.5% | -32.3% | -6% |
JPSE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | -1.6% | -11.1% | -20% |
| Consumer Discretionary | XLY | 0.6% | 3.1% | 3% | -13% |
| Consumer Staples | XLP | -0.1% | 2.3% | -6.1% | -1% |
| Energy | XLE | -3.4% | -4.4% | -11.1% | 2% |
| Financial | XLF | 0.2% | 2.7% | -10.8% | -19% |
| Health Care | XLV | 0.5% | 0.8% | -2.4% | 12% |
| Industrial | XLI | 0% | 1.4% | -12.8% | -13% |
| Materials | XLB | -0.2% | 0.3% | -7.4% | 6% |
| Real Estate | XLRE | -1% | 0.6% | -9% | -8% |
| Technology | XLK | -1.9% | -3% | -9% | -1% |
| Utilities | XLU | -0.9% | 2.4% | -13.8% | -15% |
| Aerospace & Defense | XAR | -0.4% | -4.3% | -26.2% | -35% |
| Biotech | XBI | 0.7% | -3.7% | 3.5% | 12% |
| Homebuilder | XHB | 2% | 6.5% | 7.8% | 15% |
| Retail | XRT | 0.8% | -0.1% | -0.4% | 3% |
JPSE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.3% | -20.1% | -17.4% | 0% |
| Natural Gas | UNG | -14.7% | -15.6% | -28.9% | 14% |
| Gold | GLD | -2% | -4.1% | -34.2% | -39% |
| Silver | SLV | -2.3% | -13.1% | -28.5% | -19% |
| Copper | CPER | -2.5% | -4.4% | -23% | -5% |
JPSE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2% | -1.1% | -3.5% | 9% |
| iShares High Yield Corp. Bond | HYG | -1.4% | -0.7% | -8.8% | -4% |