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WWD vs. JPM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WWD and JPM is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

WWD vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Woodward, Inc. (WWD) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%SeptemberOctoberNovemberDecember2025February
7,325.56%
2,637.27%
WWD
JPM

Key characteristics

Sharpe Ratio

WWD:

1.26

JPM:

2.62

Sortino Ratio

WWD:

1.62

JPM:

3.39

Omega Ratio

WWD:

1.27

JPM:

1.51

Calmar Ratio

WWD:

2.00

JPM:

6.15

Martin Ratio

WWD:

4.76

JPM:

17.59

Ulcer Index

WWD:

7.97%

JPM:

3.54%

Daily Std Dev

WWD:

30.05%

JPM:

23.80%

Max Drawdown

WWD:

-83.18%

JPM:

-74.02%

Current Drawdown

WWD:

-4.45%

JPM:

-0.11%

Fundamentals

Market Cap

WWD:

$11.07B

JPM:

$773.79B

EPS

WWD:

$5.84

JPM:

$19.76

PE Ratio

WWD:

31.94

JPM:

14.00

PEG Ratio

WWD:

2.07

JPM:

7.51

Total Revenue (TTM)

WWD:

$3.31B

JPM:

$177.39B

Gross Profit (TTM)

WWD:

$861.76M

JPM:

$177.39B

EBITDA (TTM)

WWD:

$569.41M

JPM:

$118.91B

Returns By Period

In the year-to-date period, WWD achieves a 12.08% return, which is significantly lower than JPM's 15.98% return. Over the past 10 years, WWD has underperformed JPM with an annualized return of 15.29%, while JPM has yielded a comparatively higher 19.98% annualized return.


WWD

YTD

12.08%

1M

-1.37%

6M

20.20%

1Y

36.06%

5Y*

10.19%

10Y*

15.29%

JPM

YTD

15.98%

1M

6.73%

6M

30.73%

1Y

58.03%

5Y*

18.73%

10Y*

19.98%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

WWD vs. JPM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WWD
The Risk-Adjusted Performance Rank of WWD is 8080
Overall Rank
The Sharpe Ratio Rank of WWD is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of WWD is 7171
Sortino Ratio Rank
The Omega Ratio Rank of WWD is 7878
Omega Ratio Rank
The Calmar Ratio Rank of WWD is 9090
Calmar Ratio Rank
The Martin Ratio Rank of WWD is 7979
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 9696
Overall Rank
The Sharpe Ratio Rank of JPM is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 9393
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 9595
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 9898
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WWD vs. JPM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Woodward, Inc. (WWD) and JPMorgan Chase & Co. (JPM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for WWD, currently valued at 1.26, compared to the broader market-2.000.002.004.001.262.62
The chart of Sortino ratio for WWD, currently valued at 1.62, compared to the broader market-6.00-4.00-2.000.002.004.006.001.623.39
The chart of Omega ratio for WWD, currently valued at 1.27, compared to the broader market0.501.001.502.001.271.51
The chart of Calmar ratio for WWD, currently valued at 2.00, compared to the broader market0.002.004.006.002.006.15
The chart of Martin ratio for WWD, currently valued at 4.76, compared to the broader market-10.000.0010.0020.0030.004.7617.59
WWD
JPM

The current WWD Sharpe Ratio is 1.26, which is lower than the JPM Sharpe Ratio of 2.62. The chart below compares the historical Sharpe Ratios of WWD and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.26
2.62
WWD
JPM

Dividends

WWD vs. JPM - Dividend Comparison

WWD's dividend yield for the trailing twelve months is around 0.40%, less than JPM's 1.74% yield.


TTM20242023202220212020201920182017201620152014
WWD
Woodward, Inc.
0.40%0.60%0.65%0.79%0.59%0.43%0.55%0.77%0.65%0.64%0.81%0.65%
JPM
JPMorgan Chase & Co.
1.74%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

WWD vs. JPM - Drawdown Comparison

The maximum WWD drawdown since its inception was -83.18%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for WWD and JPM. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.45%
-0.11%
WWD
JPM

Volatility

WWD vs. JPM - Volatility Comparison

Woodward, Inc. (WWD) has a higher volatility of 6.88% compared to JPMorgan Chase & Co. (JPM) at 4.22%. This indicates that WWD's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
6.88%
4.22%
WWD
JPM

Financials

WWD vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Woodward, Inc. and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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