JPSRA Performance & Benchmarks - 10.1% in 12m
The Total Return for 3m is 9.3%, for 6m 5.3% and YTD 7.6%. Compare with Peer-Group: Japan Large-Cap Blend Equity
Performance Rating
76.76%
#4 in Peer-Group
Rel. Strength
58.61%
#3168 in Stock-Universe
Total Return 12m
10.05%
#5 in Peer-Group
Total Return 5y
85.38%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CHF |
|---|---|
| 52 Week High | 2584.50 CHF |
| 52 Week Low | 2000.50 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 88.00 |
| Buy/Sell Signal +-5 | 2.47 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JPSRA (10.1%) vs VT (15.3%)
5y Drawdown (Underwater) Chart
Top Performer in Japan Large-Cap Blend Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| JPSRA | -0.66% | 3.34% | 9.33% |
| EUNN | -0.56% | 1.63% | 4.39% |
| XDJP | -1.68% | -0.32% | 6.84% |
| PRAJ | -0.62% | 1.62% | 3.99% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| JPSRA | 5.29% | 10.1% | 85.4% |
| SJPD | 9.37% | 8.59% | 47.2% |
| EDMJ | 6.42% | 5.40% | 43.0% |
| XDJP | -2.97% | 1.16% | 43.0% |
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 |
|---|---|---|---|---|---|---|---|---|
| PRAJ XETRA Amundi Index Solutions |
1.62% | 2.08% | 54.3% | - | - | - | - | - |
| EJAP PA BNP Paribas Easy MSCI Japan |
1.06% | 1.64% | 54% | - | - | - | - | - |
| EJAP XETRA BNP Paribas Easy MSCI Japan |
1.03% | 1.54% | 53.9% | - | - | - | - | - |
| EUNN XETRA iShares Core MSCI Japan IMI |
1.63% | 2.79% | 50.8% | - | - | - | - | - |
| DBXJ XETRA Xtrackers - MSCI Japan |
1.1% | 1.24% | 51.5% | - | - | - | - | - |
| LCUJ XETRA Lyxor Core MSCI Japan (DR) |
1.2% | 1.21% | 51.5% | - | - | - | - | - |
| IJPN AS iShares MSCI Japan Dist |
1.29% | 1.43% | 50.9% | - | - | - | - | - |
| SGAJ XETRA iShares MSCI Japan ESG |
1.06% | 0.36% | 48.8% | - | - | - | - | - |
Performance Comparison: JPSRA vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for JPSRA
| Total Return (including Dividends) | JPSRA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 3.34% | 1.10% | 2.30% |
| 3 Months | 9.33% | 11.97% | 14.32% |
| 12 Months | 10.05% | 15.30% | 16.19% |
| 5 Years | 85.38% | 80.55% | 106.47% |
| Trend Stabilty (consistency of price movement) | JPSRA | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 57.2% | 78.4% | 88.4% |
| 3 Months | 73.4% | 97.3% | 97.4% |
| 12 Months | 72.3% | 63.8% | 49.8% |
| 5 Years | 86.5% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 96 %th | 1.68% | 0.64% |
| 3 Month | 61 %th | -2.88% | -4.73% |
| 12 Month | 96 %th | -5.05% | -5.64% |
| 5 Years | 88 %th | 2.13% | -10.55% |
FAQs
Does UBS(Lux)Fund Solutions (JPSRA) outperform the market?
No,
over the last 12 months JPSRA made 10.05%, while its related Sector, the Vanguard Total World Stock (VT) made 15.30%.
Over the last 3 months JPSRA made 9.33%, while VT made 11.97%.
Performance Comparison JPSRA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JPSRA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.3% | 1% | -0.4% | -6% |
| US NASDAQ 100 | QQQ | -0.7% | 0.9% | -3.2% | -11% |
| German DAX 40 | DAX | 0.3% | 2.8% | -5% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.2% | 0.3% | -3.9% | -10% |
| Hongkong Hang Seng | HSI | 0.2% | -0.9% | -22.9% | -31% |
| India NIFTY 50 | INDA | 2% | 8.8% | 2.1% | 18% |
| Brasil Bovespa | EWZ | 1.5% | 11.3% | -1.5% | 8% |
JPSRA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.5% | 4.4% | -0.2% | -17% |
| Consumer Discretionary | XLY | -0.1% | 1.5% | 9.5% | -9% |
| Consumer Staples | XLP | 1.3% | 4.8% | 3.1% | 5% |
| Energy | XLE | -0.4% | 0.5% | 4.2% | 13% |
| Financial | XLF | 0.7% | 3.3% | 2.8% | -11% |
| Health Care | XLV | 3.3% | 6.6% | 15.7% | 21% |
| Industrial | XLI | 0.3% | 0.3% | -5.3% | -11% |
| Materials | XLB | 3.2% | 3.4% | 5.5% | 13% |
| Real Estate | XLRE | 2.6% | 3.4% | 3.8% | 6% |
| Technology | XLK | -1.2% | -0.4% | -8.9% | -11% |
| Utilities | XLU | -2.3% | -1.6% | -6.3% | -11% |
| Aerospace & Defense | XAR | 0.7% | 0.7% | -18.4% | -35% |
| Biotech | XBI | 1.4% | 0% | 12.8% | 24% |
| Homebuilder | XHB | 2.8% | -0.1% | 10.8% | 23% |
| Retail | XRT | 3.1% | 1.5% | 7% | 9% |
JPSRA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.3% | -5.52% | 3.28% | 8% |
| Natural Gas | UNG | 1.3% | 14.4% | 21.4% | 10% |
| Gold | GLD | 1.7% | 4% | -11.9% | -24% |
| Silver | SLV | 5.5% | 1.8% | -11.6% | -16% |
| Copper | CPER | 23.5% | 16.6% | 3.1% | 5% |
JPSRA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.9% | 4.5% | 4.1% | 14% |
| iShares High Yield Corp. Bond | HYG | -0.6% | 3.2% | 1.5% | 2% |