JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (J13E.L)
J13E.L is a passive ETF by JPMorgan tracking the investment results of the Bloomberg Euro Agg Govt 1-3 Yr TR EUR. J13E.L launched on Feb 15, 2018 and has a 0.10% expense ratio.
ETF Info
| ISIN | IE00BYVZV757 |
|---|---|
| WKN | A2H9US |
| Issuer | JPMorgan |
| Inception Date | Feb 15, 2018 |
| Category | European Government Bonds |
| Index Tracked | Bloomberg Euro Agg Govt 1-3 Yr TR EUR |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
J13E.L features an expense ratio of 0.10%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) had a return of -1.71% year-to-date (YTD) and 1.02% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -1.71% | 11.18% |
| 1 month | 0.29% | 5.60% |
| 6 months | -1.02% | 17.48% |
| 1 year | 1.02% | 26.33% |
| 5 years (annualized) | -0.99% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of J13E.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.85% | -0.32% | 0.27% | -0.31% | -1.71% | ||||||||
| 2023 | -0.09% | -1.38% | 1.28% | 0.07% | -1.77% | -0.77% | 0.25% | 0.20% | 1.00% | 1.01% | -0.20% | 1.91% | 1.45% |
| 2022 | -0.88% | 0.22% | 0.06% | -1.27% | 1.14% | 0.75% | -1.91% | 1.55% | 0.60% | -2.17% | 0.57% | 1.70% | 0.25% |
| 2021 | -1.59% | -2.10% | -1.83% | 2.15% | -1.33% | -0.15% | -0.58% | 0.52% | -0.08% | -1.96% | 1.19% | -1.61% | -7.21% |
| 2020 | -1.13% | 2.48% | 2.08% | -1.82% | 3.87% | 1.02% | -0.93% | -0.96% | 1.95% | -0.82% | -0.46% | 0.23% | 5.47% |
| 2019 | -2.53% | -1.84% | 0.76% | -0.24% | 2.82% | 1.70% | 1.84% | -0.63% | -1.92% | -3.03% | -1.25% | -0.18% | -4.60% |
| 2018 | 0.17% | -0.85% | -0.01% | -0.63% | 1.17% | 0.75% | -0.12% | -0.33% | -0.33% | 0.24% | 1.18% | 1.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of J13E.L is 14, indicating that it is in the bottom 14% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
J13E.L (JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (J13E.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to £0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc). 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | |||||||
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2019 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc). 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 BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) was 13.59%, occurring on Jul 11, 2023. The portfolio has not yet recovered.
The current JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) drawdown is 10.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.59% | Aug 13, 2019 | 986 | Jul 11, 2023 | — | — | — |
| -5.84% | Dec 11, 2018 | 65 | Mar 14, 2019 | 80 | Jul 10, 2019 | 145 |
| -4.62% | Aug 29, 2018 | 55 | Nov 13, 2018 | 19 | Dec 10, 2018 | 74 |
| -3.49% | Mar 7, 2018 | 56 | May 29, 2018 | 51 | Aug 8, 2018 | 107 |
| -1.26% | Jul 17, 2019 | 6 | Jul 24, 2019 | 3 | Jul 29, 2019 | 9 |
Volatility
Volatility Chart
The current JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) volatility is 1.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.