JEQP Performance & Benchmarks - -5.8% in 12m
The Total Return for 3m is 6.1%, for 6m -8.7% and YTD -8.8%. Compare with Peer-Group: US Equity Income
Performance Rating
-33.70%
#20 in Peer-Group
Rel. Strength
41.27%
#4515 in Stock-Universe
Total Return 12m
-5.77%
#21 in Peer-Group
Total Return 5y
-5.77%
#21 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 23.92 EUR |
| 52 Week Low | 18.17 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 48.20 |
| Buy/Sell Signal +-5 | -1.52 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: JEQP (-5.8%) vs QQQ (29.4%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| JEQP | -1.18% | 2.66% | 6.07% |
| FUSA | -1.12% | 2.22% | 7.71% |
| FUSD | -1.14% | 2.17% | 7.62% |
| SPYD | -1.10% | 1.23% | 2.89% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| JEQP | -8.73% | -5.77% | -5.77% |
| FUSA | -4.67% | 9.70% | 92.5% |
| FUSD | -4.67% | 8.86% | 109% |
| QYLE | -15.9% | 10.1% | 46.2% |
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 |
|---|---|---|---|---|---|---|---|---|
| FUSD XETRA Fidelity SICAV - Fidelity |
2.17% | 8.86% | 109% | - | - | - | - | - |
| FUSA XETRA Fidelity US Quality Income |
2.22% | 9.7% | 92.5% | - | - | - | - | - |
| SPYD XETRA SPDR S&P US Dividend |
1.23% | 1.12% | 64.9% | - | - | - | - | - |
| QYLE XETRA Global X NASDAQ 100 Covered |
1.71% | 10.1% | 46.2% | - | - | - | - | - |
| JEQP XETRA JPM Nasdaq Equity Premium |
2.66% | -5.77% | -5.77% | - | - | - | - | - |
Performance Comparison: JEQP vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for JEQP
| Total Return (including Dividends) | JEQP | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 2.66% | 1.49% | 1.17% |
| 3 Months | 6.07% | 15.43% | 11.77% |
| 12 Months | -5.77% | 29.41% | 22.89% |
| 5 Years | -5.77% | 112.84% | 101.58% |
| Trend Stabilty (consistency of price movement) | JEQP | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 84.4% | 59.7% | 58.7% |
| 3 Months | 77.7% | 96.5% | 96.1% |
| 12 Months | -61.5% | 55.8% | 50.3% |
| 5 Years | -61.5% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 100 %th | 1.15% | 1.47% |
| 3 Month | 43 %th | -8.11% | -5.10% |
| 12 Month | 19 %th | -18.60% | -15.29% |
| 5 Years | 48 %th | -18.60% | -15.29% |
FAQs
Does JPM Nasdaq Equity (JEQP) outperform the market?
No,
over the last 12 months JEQP made -5.77%, while its related Sector, the Invesco QQQ Trust (QQQ) made 29.41%.
Over the last 3 months JEQP made 6.07%, while QQQ made 15.43%.
Performance Comparison JEQP vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
JEQP vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0% | 1.5% | -13.3% | -29% |
| US NASDAQ 100 | QQQ | 0.1% | 1.2% | -15.4% | -35% |
| German DAX 40 | DAX | 0.4% | 3.6% | -18.7% | -43% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.3% | -1.2% | -19.8% | -28% |
| Hongkong Hang Seng | HSI | 0.5% | -2.4% | -40.1% | -48% |
| India NIFTY 50 | INDA | 0.8% | 8% | -10.9% | -2% |
| Brasil Bovespa | EWZ | -2.2% | 8.2% | -17% | -13% |
JEQP vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.3% | 2.4% | -14% | -38% |
| Consumer Discretionary | XLY | 1.4% | 2.4% | -4.7% | -35% |
| Consumer Staples | XLP | -0.3% | 4.7% | -11.7% | -12% |
| Energy | XLE | 2.7% | 3.5% | -5% | -8% |
| Financial | XLF | 0.9% | 4.5% | -9.5% | -34% |
| Health Care | XLV | 0.3% | 4% | 1.2% | 2% |
| Industrial | XLI | 0.1% | 1.4% | -19.4% | -33% |
| Materials | XLB | 1.2% | 4.9% | -9.1% | -8% |
| Real Estate | XLRE | 1.1% | 1.9% | -9.8% | -12% |
| Technology | XLK | 0.3% | 0.6% | -20.2% | -38% |
| Utilities | XLU | -3.3% | -2.7% | -20.5% | -29% |
| Aerospace & Defense | XAR | -1.2% | -1.3% | -33% | -62% |
| Biotech | XBI | -2.4% | -1.3% | -0.5% | 1% |
| Homebuilder | XHB | -2.9% | -3.4% | -8.9% | -6% |
| Retail | XRT | -0.4% | 3.1% | -8.4% | -17% |
JEQP vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 4.8% | 4.57% | -7.32% | -8% |
| Natural Gas | UNG | 4% | 15.4% | 17.2% | -8% |
| Gold | GLD | -2.8% | 1.4% | -26.5% | -46% |
| Silver | SLV | -0.3% | -0.1% | -25.8% | -44% |
| Copper | CPER | 21.1% | 15.3% | -6.2% | -14% |
JEQP vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.7% | -0.3% | -9.1% | 1% |
| iShares High Yield Corp. Bond | HYG | -1.3% | 2% | -12.3% | -16% |