(JPSE) JPMorgan Diversified - Performance 0.4% in 12m
Compare JPSE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.23%
#18 in Group
Rel. Strength
42.17%
#4602 in Universe
Total Return 12m
0.38%
#38 in Group
Total Return 5y
95.72%
#13 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: JPSE (0.4%) vs IWM (1.4%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
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 | -2.38% | -1.08% | 0.40% |
| 3 Months | -7.87% | -10.23% | -4.90% |
| 12 Months | 0.38% | 1.43% | 13.65% |
| 5 Years | 95.72% | 69.86% | 114.96% |
| Trend Score (consistency of price movement) | JPSE | IWM | S&P 500 |
| 1 Month | 78.4% | 81.6% | 74.8% |
| 3 Months | -87.7% | -88.2% | -84.7% |
| 12 Months | 7.40% | 13.2% | 53.5% |
| 5 Years | 66.1% | 34.7% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #18 | -1.32% | -2.77% |
| 3 Month | #9 | 2.63% | -3.12% |
| 12 Month | #15 | -1.04% | -11.7% |
| 5 Years | #6 | 15.2% | -8.95% |
FAQs
Does JPSE JPMorgan Diversified outperforms the market?
No,
over the last 12 months JPSE made 0.38%, while its related Sector, the iShares Russell 2000 (IWM) made 1.43%.
Over the last 3 months JPSE made -7.87%, while IWM made -10.23%.
Over the last 3 months JPSE made -7.87%, while IWM made -10.23%.
Performance Comparison JPSE vs Indeces and Sectors
JPSE vs. Indices JPSE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.26% | -2.78% | -7.92% | -13.3% |
| US NASDAQ 100 | QQQ | -0.25% | -5.04% | -8.71% | -14.8% |
| US Dow Jones Industrial 30 | DIA | 0.19% | -0.30% | -7.39% | -9.43% |
| German DAX 40 | DAX | -0.52% | -5.41% | -28.1% | -28.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.42% | -2.15% | -3.95% | -4.97% |
| Hongkong Hang Seng | HSI | -0.42% | -2.44% | -8.30% | -10.2% |
| India NIFTY 50 | INDA | 1.18% | -6.94% | -7.82% | -2.11% |
| Brasil Bovespa | EWZ | 2.52% | -6.13% | -9.89% | 8.15% |
JPSE vs. Sectors JPSE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.05% | -2.97% | -14.2% | -23.8% |
| Consumer Discretionary | XLY | 1.25% | -1.46% | -9.31% | -14.6% |
| Consumer Staples | XLP | 2.30% | -2.39% | -10.6% | -10.2% |
| Energy | XLE | 3.69% | 10.5% | -0.83% | 8.90% |
| Financial | XLF | -0.43% | -1.58% | -16.2% | -24.5% |
| Health Care | XLV | 2.84% | 1.62% | -3.0% | 0.18% |
| Industrial | XLI | -1.13% | -3.53% | -9.17% | -11.6% |
| Materials | XLB | 0.39% | 0.01% | 0.48% | 2.70% |
| Real Estate | XLRE | -0.26% | -2.02% | -6.50% | -17.7% |
| Technology | XLK | -0.71% | -5.76% | -4.96% | -10.3% |
| Utilities | XLU | 1.22% | -2.80% | -12.7% | -20.7% |
| Aerospace & Defense | XAR | -1.20% | -10.1% | -22.4% | -28.5% |
| Biotech | XBI | -0.86% | -5.99% | 8.02% | 5.72% |
| Homebuilder | XHB | -0.69% | -0.78% | 7.82% | 5.76% |
| Retail | XRT | 0.12% | -1.19% | -1.40% | 1.43% |