Jumbo SA ADR (JUMSY)

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Jumbo SA ADR (JUMSY) is down 15.4% since the beginning of the year. At $27 per share, JUMSY is trading 33.2% below its 52-week high of $40. Investors who bought $1,000 worth of JUMSY shares 5 years ago would now be looking at an investment worth $2,117.

Jumbo SA ADR (JUMSY) has returned -15.41% so far this year and -13.56% over the past 12 months. Over the last ten years, JUMSY has returned 11.45% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Mar 19, 2015, JUMSY's average daily return is +0.14%, while the average monthly return is +1.82%. At this rate, an investment would double in approximately 3.2 years.

Historically, 51% of months were positive and 49% 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 15% 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 36.79%, beta of 0.29, 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 (70.98%) than losses (30.57%) - typical of diversified or defensive assets.
• Beta of 0.29 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 33 for risk / return — below 33% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

Jumbo SA ADR provided a 4.44% 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 30.31%.

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.