JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF (J15R.L)
J15R.L is a passive ETF by JPMorgan tracking the investment results of the Bloomberg Euro Agg Corp 1-3 Yr TR EUR. J15R.L launched on Dec 5, 2018 and has a 0.04% expense ratio.
ETF Info
| ISIN | IE00BF59RW70 |
|---|---|
| WKN | A2N76E |
| Issuer | JPMorgan |
| Inception Date | Dec 5, 2018 |
| Category | European Corporate Bonds |
| Index Tracked | Bloomberg Euro Agg Corp 1-3 Yr TR EUR |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
J15R.L has an expense ratio of 0.04% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF, 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 EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF had a return of -1.28% year-to-date (YTD) and 3.79% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -1.28% | 11.18% |
| 1 month | 0.50% | 5.60% |
| 6 months | 0.51% | 17.48% |
| 1 year | 3.79% | 26.33% |
| 5 years (annualized) | -0.62% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of J15R.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 | -1.81% | -0.32% | 0.75% | -0.53% | -1.28% | ||||||||
| 2023 | 0.54% | -1.50% | 1.14% | 0.20% | -1.70% | -0.59% | 0.69% | 0.11% | 0.98% | 0.96% | 0.59% | 2.75% | 4.16% |
| 2022 | -1.32% | -0.83% | -0.09% | -2.12% | 1.05% | -0.93% | 0.17% | 0.12% | -0.43% | -2.24% | 2.02% | 2.06% | -2.63% |
| 2021 | -1.65% | -2.07% | -1.62% | 2.20% | -1.37% | -0.02% | -0.22% | 0.39% | -0.21% | -2.09% | 0.94% | -1.33% | -6.93% |
| 2020 | -0.90% | 2.08% | -1.81% | 0.56% | 4.07% | 1.52% | -0.08% | -0.73% | 1.95% | -0.65% | -0.01% | 0.45% | 6.49% |
| 2019 | -2.82% | -1.41% | 1.44% | 0.08% | 2.40% | 2.12% | 2.07% | -0.69% | -2.19% | -2.88% | -1.21% | -0.13% | -3.37% |
| 2018 | -9.60% | -9.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of J15R.L is 30, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
J15R.L (JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF (J15R.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF. 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 EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF was 19.54%, occurring on Oct 17, 2022. The portfolio has not yet recovered.
The current JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF drawdown is 13.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.54% | Dec 6, 2018 | 974 | Oct 17, 2022 | — | — | — |
Volatility
Volatility Chart
The current JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF volatility is 1.25%, 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.