(JPST) JPMorgan Ultra-Short - Performance 5.3% in 12m
Compare JPST with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
71.78%
#5 in Group
Rel. Strength
49.86%
#3990 in Universe
Total Return 12m
5.34%
#20 in Group
Total Return 5y
16.23%
#20 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: JPST (5.3%) vs TLT (0.8%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort 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 |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
Performance Comparison: JPST vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for JPST
| Total Return (including Dividends) | JPST | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.40% | -2.76% | 11.72% |
| 3 Months | 1.11% | -1.93% | -6.46% |
| 12 Months | 5.34% | 0.78% | 10.48% |
| 5 Years | 16.23% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | JPST | TLT | S&P 500 |
| 1 Month | 92.0% | 4.9% | 84% |
| 3 Months | 97.4% | -13.9% | -82.6% |
| 12 Months | 99.9% | -22% | 52.6% |
| 5 Years | 91.7% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #6 | 3.25% | -10.1% |
| 3 Month | #9 | 3.10% | 8.09% |
| 12 Month | #22 | 4.53% | -4.65% |
| 5 Years | #14 | 93.2% | -44.8% |
FAQs
Does JPST JPMorgan Ultra-Short outperforms the market?
Yes,
over the last 12 months JPST made 5.34%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months JPST made 1.11%, while TLT made -1.93%.
Over the last 3 months JPST made 1.11%, while TLT made -1.93%.
Performance Comparison JPST vs Indeces and Sectors
JPST vs. Indices JPST is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.34% | -11.3% | 4.03% | -5.14% |
| US NASDAQ 100 | QQQ | -2.90% | -14.3% | 3.34% | -5.71% |
| US Dow Jones Industrial 30 | DIA | -2.52% | -8.27% | 3.99% | -2.51% |
| German DAX 40 | DAX | -4.78% | -17.3% | -18.5% | -22.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.93% | -12.0% | 9.40% | -0.27% |
| Hongkong Hang Seng | HSI | -4.01% | -13.2% | 3.47% | -3.90% |
| India NIFTY 50 | INDA | -1.97% | -10.2% | 2.44% | 0.87% |
| Brasil Bovespa | EWZ | 1.80% | -11.1% | 2.88% | 16.1% |
JPST vs. Sectors JPST is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.13% | -11.4% | -3.09% | -16.1% |
| Consumer Discretionary | XLY | -0.86% | -9.93% | 3.71% | -6.48% |
| Consumer Staples | XLP | -1.18% | -4.68% | 0.31% | -4.79% |
| Energy | XLE | 2.94% | -2.48% | 11.6% | 16.2% |
| Financial | XLF | -2.68% | -11.7% | -4.31% | -16.9% |
| Health Care | XLV | 0.29% | -2.33% | 8.15% | 6.07% |
| Industrial | XLI | -4.07% | -14.3% | 2.63% | -4.85% |
| Materials | XLB | -1.89% | -9.61% | 11.5% | 9.93% |
| Real Estate | XLRE | -2.74% | -9.75% | 5.13% | -11.7% |
| Technology | XLK | -3.56% | -17.0% | 7.09% | -0.53% |
| Utilities | XLU | -1.13% | -7.99% | -0.72% | -13.9% |
| Aerospace & Defense | XAR | -3.79% | -20.6% | -10.5% | -20.2% |
| Biotech | XBI | -1.61% | -12.8% | 20.2% | 14.0% |
| Homebuilder | XHB | -3.05% | -6.93% | 20.5% | 14.3% |
| Retail | XRT | -2.31% | -8.43% | 10.6% | 9.25% |