(JPUS) JPMorgan Diversified - Performance 5.2% in 12m
Compare JPUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.55%
#21 in Group
Rel. Strength
57.33%
#3396 in Universe
Total Return 12m
5.19%
#19 in Group
Total Return 5y
91.67%
#30 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: JPUS (5.2%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers 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. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
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 | 3.63% | 2.87% | 2.87% |
| 3 Months | -2.82% | -6.42% | -6.42% |
| 12 Months | 5.19% | 9.87% | 9.87% |
| 5 Years | 91.67% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | JPUS | SPY | S&P 500 |
| 1 Month | 92.9% | 89.4% | 89.4% |
| 3 Months | -74.0% | -72% | -72% |
| 12 Months | 36.7% | 49.3% | 49.3% |
| 5 Years | 86.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #8 | 0.75% | 0.75% |
| 3 Month | #12 | 3.84% | 3.84% |
| 12 Month | #20 | -4.26% | -4.26% |
| 5 Years | #34 | -7.63% | -7.63% |
FAQs
Does JPUS JPMorgan Diversified outperforms the market?
No,
over the last 12 months JPUS made 5.19%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months JPUS made -2.82%, while SPY made -6.42%.
Over the last 3 months JPUS made -2.82%, while SPY made -6.42%.
Performance Comparison JPUS vs Indeces and Sectors
JPUS vs. Indices JPUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.08% | 0.76% | -0.75% | -4.68% |
| US NASDAQ 100 | QQQ | -0.17% | -1.08% | -1.16% | -6.13% |
| US Dow Jones Industrial 30 | DIA | -0.20% | 2.02% | 0.28% | -1.18% |
| German DAX 40 | DAX | -2.04% | -15.7% | -26.3% | -19.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.58% | -2.64% | 0.02% | -0.44% |
| Hongkong Hang Seng | HSI | -3.44% | -12.6% | -10.2% | -6.90% |
| India NIFTY 50 | INDA | 2.47% | 1.35% | -2.65% | 2.86% |
| Brasil Bovespa | EWZ | -1.97% | -7.90% | -9.96% | 11.7% |
JPUS vs. Sectors JPUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.10% | -0.04% | -6.93% | -15.1% |
| Consumer Discretionary | XLY | -0.84% | 0.12% | 1.44% | -8.86% |
| Consumer Staples | XLP | 0.45% | 1.61% | -7.66% | -2.37% |
| Energy | XLE | -0.90% | 3.55% | 5.25% | 15.0% |
| Financial | XLF | -0.55% | -1.94% | -6.63% | -16.3% |
| Health Care | XLV | 3.87% | 8.01% | 4.48% | 11.1% |
| Industrial | XLI | -1.49% | -3.75% | -1.73% | -4.80% |
| Materials | XLB | 0.09% | -1.08% | 3.30% | 11.2% |
| Real Estate | XLRE | 0.41% | -2.49% | -3.13% | -8.27% |
| Technology | XLK | -0.81% | -3.11% | 1.52% | -1.81% |
| Utilities | XLU | -0.96% | -1.99% | -8.52% | -10.7% |
| Aerospace & Defense | XAR | -0.43% | -5.71% | -10.1% | -20.0% |
| Biotech | XBI | 8.16% | 1.61% | 20.3% | 19.2% |
| Homebuilder | XHB | 0.52% | 0.56% | 12.9% | 14.9% |
| Retail | XRT | -0.07% | 0.04% | 5.54% | 9.51% |