(JEPI) JPMorgan US Equity - Performance 5.5% in 12m
JEPI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
7.88%
#85 in Peer-Group
Rel. Strength
55.96%
#3397 in Stock-Universe
Total Return 12m
5.53%
#83 in Peer-Group
Total Return 5y
5.53%
#86 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 26.25 CAD |
| 52 Week Low | 22.48 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 58.78 |
| Buy/Sell Signal +-5 | -1.49 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JEPI (5.5%) vs SPY (18.7%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| JEPI | -0.56% | 1.2% | 5.56% |
| ZQQ | 0.57% | 4.49% | 20.3% |
| XQQ | 0.61% | 4.48% | 20.3% |
| QQC | -0.08% | 4.09% | 19.3% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| JEPI | -3.97% | 5.53% | 5.53% |
| XQQ | 5.84% | 20.5% | 101% |
| ZQQ | 5.78% | 20.4% | 108% |
| QQC | 1.71% | 21.1% | 95.0% |
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 |
|---|---|---|---|---|---|---|---|---|
| FCUV TO Fidelity U.S. Value |
2.03% | 14.7% | 165% | - | - | - | - | - |
| EQL TO Invesco SP500 Equal Weight |
3.12% | 13.7% | 157% | - | - | - | - | - |
| TPU TO TD U.S. Equity Index |
3.93% | 17% | 122% | - | - | - | - | - |
| VFV TO Vanguard SP500 Index |
3.85% | 17% | 113% | - | - | - | - | - |
| XUS TO iShares Core SP500 Index |
3.93% | 17.1% | 113% | - | - | - | - | - |
| ZSP TO BMO SP500 |
3.88% | 17.1% | 113% | - | - | - | - | - |
| HXS TO Global X SP500 Corporate |
3.76% | 16.7% | 112% | - | - | - | - | - |
| HXQ TO Global X NASDAQ-100 Index |
4.07% | 21% | 127% | - | - | - | - | - |
Performance Comparison: JEPI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JEPI
| Total Return (including Dividends) | JEPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.20% | 4.56% | 4.56% |
| 3 Months | 5.56% | 16.39% | 16.39% |
| 12 Months | 5.53% | 18.68% | 18.68% |
| 5 Years | 5.53% | 110.80% | 110.80% |
| Trend Stabilty (consistency of price movement) | JEPI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 61.9% | 92.3% | 92.3% |
| 3 Months | 74.8% | 97.6% | 97.6% |
| 12 Months | -29.3% | 49.1% | 49.1% |
| 5 Years | -29.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 5 %th | -3.21% | -3.21% |
| 3 Month | 10 %th | -9.31% | -9.31% |
| 12 Month | 25 %th | -6.29% | -6.29% |
| 5 Years | 46 %th | -6.29% | -6.29% |
FAQs
Does JPMorgan US Equity (JEPI) outperform the market?
No,
over the last 12 months JEPI made 5.53%, while its related Sector, the SPDR SP500 Trust (SPY) made 18.68%.
Over the last 3 months JEPI made 5.56%, while SPY made 16.39%.
Performance Comparison JEPI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JEPI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.6% | -3.4% | -9% | -13% |
| US NASDAQ 100 | QQQ | -1.1% | -3.5% | -10.9% | -17% |
| German DAX 40 | DAX | -0.2% | -1.5% | -17% | -26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.5% | -5.8% | -14.6% | -20% |
| Hongkong Hang Seng | HSI | -3.6% | -3.7% | -33.8% | -38% |
| India NIFTY 50 | INDA | 1.2% | 2.6% | -10.6% | 7% |
| Brasil Bovespa | EWZ | 1.5% | 4.2% | -17.5% | 1% |
JEPI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.4% | -2% | -12.7% | -27% |
| Consumer Discretionary | XLY | -1.7% | -2.1% | -1.3% | -18% |
| Consumer Staples | XLP | -0.9% | 1.2% | -9.7% | -2% |
| Energy | XLE | -1.5% | -1.8% | -1.3% | 6% |
| Financial | XLF | -1.6% | -1.7% | -9.1% | -21% |
| Health Care | XLV | -2.9% | -0.3% | 1.1% | 13% |
| Industrial | XLI | -1.7% | -4.6% | -13.4% | -21% |
| Materials | XLB | -2% | -2.9% | -7.6% | 2% |
| Real Estate | XLRE | -3.1% | -0.1% | -8.6% | -4% |
| Technology | XLK | -0.7% | -4.5% | -13.6% | -16% |
| Utilities | XLU | -2.9% | -2.1% | -11.5% | -17% |
| Aerospace & Defense | XAR | 1% | -8.1% | -26.9% | -46% |
| Biotech | XBI | 0.2% | -3.2% | 1.4% | 17% |
| Homebuilder | XHB | -3.6% | -6.1% | 0.6% | 10% |
| Retail | XRT | -3.1% | -4.4% | -6% | -5% |
JEPI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.5% | -3.03% | 0.44% | 6% |
| Natural Gas | UNG | 11.2% | 15.9% | 19.5% | 9% |
| Gold | GLD | -1.4% | -0.1% | -25.3% | -34% |
| Silver | SLV | -3% | -7.6% | -31.1% | -29% |
| Copper | CPER | -6.5% | -16.7% | -37.2% | -36% |
JEPI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.5% | 2.6% | -4.6% | 8% |
| iShares High Yield Corp. Bond | HYG | -0.9% | 0.4% | -7.8% | -4% |