- ISIN
- US48121L1632
- CUSIP
- 48121L163
- Issuer
- JPMorgan
- Inception Date
- Nov 30, 2011
- Category
- Foreign Large Cap Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
IUESX Performance Chart
JPMorgan International Focus Fund (IUESX) is up 12.2% since the beginning of the year. IUESX is currently trading at $33 per share. Investors who bought $1,000 worth of IUESX shares 5 years ago would now be looking at an investment worth $1,377.
Loading charts...
Compare this symbol against anything
Returns By Period
JPMorgan International Focus Fund (IUESX) has returned 12.18% so far this year and 23.72% over the past 12 months. Over the last ten years, IUESX has returned 8.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
JPMorgan International Focus Fund
- 1D
- 2.92%
- 1M
- 0.45%
- 6M
- 5.20%
- YTD
- 12.18%
- 1Y
- 23.72%
- 3Y*
- 14.55%
- 5Y*
- 6.61%
- 10Y*
- 8.94%
- ALL TIME*
- 7.59%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
IUESX Monthly Returns History
Based on dividend-adjusted daily data since May 31, 2013, IUESX's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.
Historically, 58% of months were positive and 42% were negative. The best month was Nov 2022 with a return of +14.4%, while the worst month was Mar 2020 at -14.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IUESX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -10.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.63% | 5.01% | -9.49% | 7.11% | 3.90% | 0.69% | -1.22% | 12.18% | |||||
| 2025 | 3.64% | 2.84% | 0.23% | 2.45% | 3.81% | 2.45% | -0.95% | 3.15% | 3.68% | 1.76% | -1.30% | 2.03% | 26.33% |
| 2024 | -2.32% | 3.95% | 3.44% | -2.21% | 3.76% | -0.04% | 1.53% | 1.47% | 0.78% | -5.33% | 0.27% | -2.34% | 2.54% |
| 2023 | 8.34% | -3.91% | 3.85% | 2.33% | -3.24% | 4.31% | 1.25% | -4.45% | -3.02% | -1.82% | 8.47% | 4.83% | 16.94% |
| 2022 | -5.05% | -4.66% | -0.08% | -7.37% | 0.87% | -8.92% | 4.71% | -5.50% | -8.31% | 4.19% | 14.39% | -2.12% | -18.53% |
| 2021 | 0.04% | 1.84% | 0.38% | 3.19% | 2.55% | -1.70% | 0.90% | 1.36% | -5.86% | 4.76% | -4.04% | 3.73% | 6.79% |
Benchmark Metrics
JPMorgan International Focus Fund has an annualized alpha of -1.81%, beta of 0.82, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since May 31, 2013.
- This fund participated in 93.52% of S&P 500 Index downside but only 76.43% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -1.81%
- Beta
- 0.82
- R²
- 0.69
- Upside Capture
- 76.43%
- Downside Capture
- 93.52%
Expense Ratio
IUESX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IUESX ranks 40 for risk / return — above 40% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for JPMorgan International Focus Fund (IUESX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUESX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.00 | -0.21 |
| Martin ratioReturn relative to average drawdown | 6.37 | 8.49 | -2.12 |
Dividends
Dividend History
JPMorgan International Focus Fund provided a 4.06% dividend yield over the last twelve months, with an annual payout of $1.35 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.35 | $1.35 | $0.76 | $0.49 | $0.78 | $0.48 | $0.25 | $0.05 | $0.41 | $0.17 | $0.40 |
Dividend yield | 4.06% | 4.56% | 3.10% | 1.98% | 3.64% | 1.77% | 0.96% | 0.21% | 2.32% | 0.78% | 2.37% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan International Focus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.35 | $1.35 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.78 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
Drawdowns
Drawdowns Chart
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan International Focus Fund. 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 JPMorgan International Focus Fund was 33.58%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current JPMorgan International Focus Fund drawdown is 2.53%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-33.58%Mar 2020 | 2mo 2d | 4mo 22d | 6mo 24dJan 2020 - Aug 2020 | COVID crash2020 |
-33.14%Oct 2022 | 1y 1mo | 1y 8mo | 2y 10moSep 2021 - Jul 2024 | Bear market2022 |
-25.95%Dec 2018 | 10mo 29d | 1y 9d | 1y 11moJan 2018 - Jan 2020 | Rate-hike selloffLate 2018 |
-23.55%Feb 2016 | 8mo 25d | 1y 2mo | 1y 11moMay 2015 - Apr 2017 | — |
-13.87%Oct 2014 | 3mo 11d | 5mo 24d | 9mo 5dJul 2014 - Apr 2015 | — |
Drawdown Indicators
| IUESX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.58% | -56.78% | +23.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -9.10% | -3.40% |
Max Drawdown (3Y)Largest decline over 3 years | -13.36% | -18.90% | +5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -33.14% | -25.43% | -7.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.58% | -33.92% | +0.34% |
Current DrawdownCurrent decline from peak | -2.53% | -1.58% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -10.70% | +2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.14% | +1.37% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with IUESX
Add JPMorgan International Focus Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with IUESX