Jumbo SA ADR (JUMSY)

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The chart shows the growth of an initial investment of $10,000 in Jumbo SA ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Jumbo SA ADR (JUMSY) has returned -20.90% so far this year and 10.24% over the past 12 months. Looking at the last ten years, JUMSY has achieved an annualized return of 13.59%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Mar 19, 2015, JUMSY's average daily return is +0.14%, while the average monthly return is +1.80%. At this rate, your investment would double in approximately 3.2 years.

Historically, 50% of months were positive and 50% were negative. The best month was Apr 2025 with a return of +40.4%, while the worst month was Feb 2020 at -29.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, JUMSY closed higher 14% of trading days. The best single day was Apr 21, 2025 with a return of +40.5%, while the worst single day was Mar 4, 2025 at -25.2%.

Jumbo SA ADR has an annualized alpha of 36.66%, beta of 0.28, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since March 20, 2015.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (71.98%) than losses (29.28%) — typical of diversified or defensive assets.
• Beta of 0.28 may look defensive, but with R² of 0.01 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.01 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

JUMSY ranks 49 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Jumbo SA ADR (JUMSY) and compare them to a chosen benchmark (S&P 500 Index).

Jumbo SA ADR provided a 4.75% dividend yield over the last twelve months, with an annual payout of $1.18 per share.

The table displays the monthly dividend distributions for Jumbo SA ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Jumbo SA ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Jumbo SA ADR was 45.41%, occurring on Mar 19, 2020. Recovery took 715 trading sessions.

The current Jumbo SA ADR drawdown is 34.83%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Jumbo SA ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Jumbo SA ADR is priced in the market compared to other companies in the Specialty Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.