JEPQ Performance & Benchmarks - 12.4% in 12m
The Total Return for 3m is 6.9%, for 6m -5.3% and YTD -2.6%. Compare with Peer-Group: Alternative Equity Focused
Performance Rating
19.18%
#34 in Peer-Group
Rel. Strength
68.42%
#2428 in Stock-Universe
Total Return 12m
12.35%
#27 in Peer-Group
Total Return 5y
12.35%
#32 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 26.97 CAD |
| 52 Week Low | 21.56 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 24.93 |
| Buy/Sell Signal +-5 | -1.18 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JEPQ (12.4%) vs QQQ (21.2%)
5y Drawdown (Underwater) Chart
Top Performer in Alternative Equity Focused
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| JEPQ | -1.57% | 0.92% | 6.89% |
| HCAL | -1.96% | 1.63% | 17.5% |
| HTAE | -3.02% | -1.07% | 17.3% |
| QQCL | -2.27% | 1.20% | 12.6% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| JEPQ | -5.25% | 12.4% | 12.4% |
| HCAL | 15.3% | 39.4% | 141% |
| BANK | 12.1% | 33.8% | 30.7% |
| HTAE | 1.59% | 13.3% | 114% |
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 |
|---|---|---|---|---|---|---|---|---|
| HCAL TO Hamilton Enhanced Canadian |
1.63% | 39.4% | 141% | - | - | - | - | - |
| HDIV TO Hamilton Enhanced |
1.15% | 20% | 70.8% | - | - | - | - | - |
| HUTE TO Harvest Equal Weight Global |
2% | 21.5% | 45.7% | - | - | - | - | - |
| HTAE TO Harvest Tech Achievers |
-1.07% | 13.3% | 114% | - | - | - | - | - |
| USCL TO Global X Enhanced SP500 |
2.17% | 14.9% | 43.7% | - | - | - | - | - |
| QQCL TO Global X Enhanced |
1.2% | 19.2% | 48.1% | - | - | - | - | - |
| BANK TO Evolve Canadian Banks |
1.16% | 33.8% | 30.7% | - | - | - | - | - |
| HYLD TO Hamilton Enhanced U.S. |
0.32% | 14.3% | 28.1% | - | - | - | - | - |
Performance Comparison: JEPQ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for JEPQ
| Total Return (including Dividends) | JEPQ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 0.92% | 1.26% | 0.66% |
| 3 Months | 6.89% | 15.12% | 11.66% |
| 12 Months | 12.35% | 21.18% | 15.92% |
| 5 Years | 12.35% | 112.04% | 103.09% |
| Trend Stabilty (consistency of price movement) | JEPQ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 73.4% | 71.1% | 66.4% |
| 3 Months | 88.9% | 97% | 96.6% |
| 12 Months | -3.7% | 55.5% | 50% |
| 5 Years | -3.7% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 17 %th | 0.35% | 0.71% |
| 3 Month | 11 %th | -7.15% | -4.27% |
| 12 Month | 25 %th | -2.79% | 1.80% |
| 5 Years | 44 %th | -2.79% | 1.80% |
FAQs
Does JPMorgan Nasdaq Equity (JEPQ) outperform the market?
No,
over the last 12 months JEPQ made 12.35%, while its related Sector, the Invesco QQQ Trust (QQQ) made 21.18%.
Over the last 3 months JEPQ made 6.89%, while QQQ made 15.12%.
Performance Comparison JEPQ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JEPQ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.8% | 0.3% | -9.9% | -4% |
| US NASDAQ 100 | QQQ | 0.6% | -0.3% | -12.4% | -9% |
| German DAX 40 | DAX | 1.7% | 2% | -14.2% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1% | -1.8% | -14.2% | -9% |
| Hongkong Hang Seng | HSI | 0.6% | -1.2% | -32.6% | -27% |
| India NIFTY 50 | INDA | 0.4% | 6.5% | -8.8% | 19% |
| Brasil Bovespa | EWZ | -0.5% | 8.4% | -12.2% | 9% |
JEPQ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.2% | 2.4% | -9.2% | -12% |
| Consumer Discretionary | XLY | 2.3% | 1.9% | -0% | -7% |
| Consumer Staples | XLP | 0.1% | 3.1% | -7.6% | 8% |
| Energy | XLE | 0.2% | 0.8% | -3.9% | 15% |
| Financial | XLF | 2.3% | 3.3% | -6.2% | -9% |
| Health Care | XLV | 2.4% | 5% | 5% | 24% |
| Industrial | XLI | 1.8% | -0.3% | -15.2% | -9% |
| Materials | XLB | 4.6% | 4.7% | -3.8% | 16% |
| Real Estate | XLRE | 1.9% | 1.9% | -6.7% | 10% |
| Technology | XLK | 0.3% | -1.5% | -18.5% | -11% |
| Utilities | XLU | -3.1% | -3.8% | -16.4% | -7% |
| Aerospace & Defense | XAR | 1.2% | -3.2% | -28% | -33% |
| Biotech | XBI | 0.4% | -2.5% | 0.7% | 25% |
| Homebuilder | XHB | 0.9% | -0.3% | -4% | 21% |
| Retail | XRT | 3.2% | 2.9% | -4.5% | 9% |
JEPQ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.1% | -3.85% | -4.79% | 11% |
| Natural Gas | UNG | -0.1% | 10.8% | 17.5% | 8% |
| Gold | GLD | -2.1% | 0.4% | -24.2% | -25% |
| Silver | SLV | 1.5% | -1.7% | -22.4% | -17% |
| Copper | CPER | 21.5% | 13.6% | -6.8% | 4% |
JEPQ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.2% | 1.3% | -6.7% | 17% |
| iShares High Yield Corp. Bond | HYG | -0.9% | 1.2% | -8.6% | 4% |