(JPUS) JPMorgan Diversified - Performance 8.3% in 12m
JPUS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
65.47%
#21 in Peer-Group
Rel. Strength
52.96%
#3509 in Stock-Universe
Total Return 12m
8.27%
#29 in Peer-Group
Total Return 5y
93.15%
#31 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 122.32 USD |
| 52 Week Low | 102.80 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 67.09 |
| Buy/Sell Signal +-5 | 1.21 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JPUS (8.3%) vs SPY (13.2%)
5y Drawdown (Underwater) Chart
Top Performer in Mid-Cap Value
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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
1.16% | 13.9% | 146% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
1.77% | 17.6% | 146% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
2.5% | 12.7% | 126% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
2.62% | 17.2% | 131% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
1.73% | 8.68% | 100% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
0.93% | 6.1% | 123% | - | - | - | - | - |
| RWK NYSE ARCA Invesco S&P MidCap 400 |
2.13% | 5.64% | 149% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
1.33% | 9.2% | 122% | - | - | - | - | - |
Performance Comparison: JPUS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JPUS
| Total Return (including Dividends) | JPUS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.97% | 2.95% | 2.95% |
| 3 Months | 1.60% | 6.01% | 6.01% |
| 12 Months | 8.27% | 13.19% | 13.19% |
| 5 Years | 93.15% | 117.19% | 117.19% |
| Trend Score (consistency of price movement) | JPUS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 65.1% | 78.3% | 78.3% |
| 3 Months | 71% | 84.6% | 84.6% |
| 12 Months | 15% | 43.3% | 43.3% |
| 5 Years | 85.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #40 | -1.92% | -1.92% |
| 3 Month | #19 | -4.16% | -4.16% |
| 12 Month | #30 | -4.35% | -4.35% |
| 5 Years | #35 | -11.07% | -11.07% |
FAQs
Does JPMorgan Diversified (JPUS) outperform the market?
No,
over the last 12 months JPUS made 8.27%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.19%.
Over the last 3 months JPUS made 1.60%, while SPY made 6.01%.
Performance Comparison JPUS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JPUS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.7% | -2% | 0.7% | -5% |
| US NASDAQ 100 | QQQ | -1% | -2.7% | 0.1% | -6% |
| German DAX 40 | DAX | 0.2% | 3.4% | -15.8% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.9% | -1.9% | 1.3% | -8% |
| Hongkong Hang Seng | HSI | -1.5% | -6.4% | -18% | -24% |
| India NIFTY 50 | INDA | -0.6% | 0.5% | -0.5% | 8% |
| Brasil Bovespa | EWZ | 1.6% | -0.9% | -23% | 2% |
JPUS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.8% | -2.6% | -4.5% | -17% |
| Consumer Discretionary | XLY | -1.6% | 1.4% | 9.8% | -12% |
| Consumer Staples | XLP | -0.5% | 1.5% | -1.4% | 1% |
| Energy | XLE | 4.6% | -2.5% | 0.3% | 12% |
| Financial | XLF | -1.9% | -0.7% | -3.8% | -18% |
| Health Care | XLV | 0.5% | -0.7% | 5.3% | 16% |
| Industrial | XLI | -0.9% | -0.6% | -6.6% | -11% |
| Materials | XLB | 0.2% | -0.1% | -1.3% | 9% |
| Real Estate | XLRE | -1% | -2.3% | -3% | -6% |
| Technology | XLK | -1.5% | -5.7% | -1% | -4% |
| Utilities | XLU | -1.1% | 0.4% | -6% | -12% |
| Aerospace & Defense | XAR | -0.5% | -3.4% | -17% | -34% |
| Biotech | XBI | -0.9% | -4.7% | 11.1% | 19% |
| Homebuilder | XHB | -4.6% | -0.9% | 9.2% | 13% |
| Retail | XRT | -0.4% | -0.4% | 6% | 5% |
JPUS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12.5% | -7.53% | 3.07% | 17% |
| Natural Gas | UNG | 8.7% | 5.8% | 1.5% | 26% |
| Gold | GLD | 3% | 0.4% | -24.6% | -34% |
| Silver | SLV | 4.5% | -6.9% | -18.5% | -13% |
| Copper | CPER | -1.3% | -2.5% | -17.4% | -3% |
JPUS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.1% | -1.4% | 1% | 12% |
| iShares High Yield Corp. Bond | HYG | 0.2% | -0.4% | -2.3% | -2% |