(JVAL) JPMorgan U.S. Value - Performance 13.7% in 12m
JVAL performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
66.82%
#65 in Peer-Group
Rel. Strength
58.24%
#3216 in Stock-Universe
Total Return 12m
13.74%
#91 in Peer-Group
Total Return 5y
109.90%
#17 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 45.40 USD |
| 52 Week Low | 35.90 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 97.57 |
| Buy/Sell Signal +-5 | 1.34 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JVAL (13.7%) vs DIA (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FDL NYSE ARCA First Trust Morningstar |
4% | 20.3% | 112% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
4.5% | 15.5% | 120% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
4.83% | 16.9% | 109% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
5.39% | 15.9% | 129% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
4.39% | 16.6% | 99.4% | - | - | - | - | - |
| EQWL NYSE ARCA Invesco S&P 100 Equal |
5.17% | 20.2% | 115% | - | - | - | - | - |
| VYM NYSE ARCA Vanguard High Dividend |
4.82% | 17.4% | 98.5% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
4.58% | 11.8% | 123% | - | - | - | - | - |
Performance Comparison: JVAL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for JVAL
| Total Return (including Dividends) | JVAL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 7.15% | 5.48% | 5.22% |
| 3 Months | 16.49% | 11.03% | 16.86% |
| 12 Months | 13.74% | 15.90% | 14.81% |
| 5 Years | 109.90% | 86.55% | 111.83% |
| Trend Score (consistency of price movement) | JVAL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 84.8% | 67.7% | 81% |
| 3 Months | 95.4% | 91.5% | 96.9% |
| 12 Months | 15.8% | 37.4% | 44.9% |
| 5 Years | 82.8% | 86.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th95.86 | 1.58% | 1.83% |
| 3 Month | %th95.86 | 4.91% | -0.32% |
| 12 Month | %th35.17 | -1.87% | -0.93% |
| 5 Years | %th89.66 | 12.51% | -0.91% |
FAQs
Does JPMorgan U.S. Value (JVAL) outperform the market?
No,
over the last 12 months JVAL made 13.74%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 15.90%.
Over the last 3 months JVAL made 16.49%, while DIA made 11.03%.
Performance Comparison JVAL vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JVAL vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.3% | 1.9% | -0.8% | -1% |
| US NASDAQ 100 | QQQ | 1.7% | 1.6% | -2% | -0% |
| German DAX 40 | DAX | 2.3% | 7.8% | -14.2% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.1% | 2.9% | -3.6% | -5% |
| Hongkong Hang Seng | HSI | 2.3% | 0.8% | -19.2% | -22% |
| India NIFTY 50 | INDA | 3.4% | 3.8% | 1% | 14% |
| Brasil Bovespa | EWZ | -0.7% | -1.1% | -27.5% | 2% |
JVAL vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2% | 0.6% | -5.5% | -13% |
| Consumer Discretionary | XLY | 0.7% | 4.3% | 7.1% | -5% |
| Consumer Staples | XLP | 1% | 7.2% | -0.7% | 4% |
| Energy | XLE | 2% | 2.2% | 4.4% | 16% |
| Financial | XLF | 0.8% | 2.7% | -4.7% | -16% |
| Health Care | XLV | 2.6% | 4.8% | 7.2% | 18% |
| Industrial | XLI | 0.7% | 2.9% | -7.8% | -11% |
| Materials | XLB | -0.6% | 2.5% | -5.4% | 8% |
| Real Estate | XLRE | 1.5% | 5.9% | 1.6% | 1% |
| Technology | XLK | 1.2% | -1.7% | -3.9% | 2% |
| Utilities | XLU | 2.7% | 7.1% | -2.2% | -9% |
| Aerospace & Defense | XAR | 2.6% | -0.5% | -18% | -35% |
| Biotech | XBI | 1.7% | 3.6% | 13.3% | 20% |
| Homebuilder | XHB | -1.6% | -1.4% | 7.1% | 9% |
| Retail | XRT | -1.7% | 2.9% | 3.8% | 2% |
JVAL vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.4% | -0.43% | 9.02% | 21% |
| Natural Gas | UNG | 6.2% | 17.2% | 7.7% | 20% |
| Gold | GLD | 3.4% | 7.7% | -20.6% | -27% |
| Silver | SLV | 3% | 0.6% | -18.7% | -7% |
| Copper | CPER | 2.9% | 2.2% | -19.4% | 0% |
JVAL vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 4.3% | 4.5% | 3.7% | 15% |
| iShares High Yield Corp. Bond | HYG | 3.1% | 5.4% | 0.8% | 3% |