JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
JCTR is a passive ETF by JPMorgan Chase tracking the investment results of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. JCTR launched on Dec 9, 2020 and has a 0.15% expense ratio.
ETF Info
| Issuer | JPMorgan Chase |
|---|---|
| Inception Date | Dec 9, 2020 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Index Tracked | JPMorgan Asset Management Carbon Transition U.S. Equity Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Expense Ratio
The JPMorgan Carbon Transition U.S. Equity ETF features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: JCTR vs. FTEC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Carbon Transition U.S. Equity 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 Carbon Transition U.S. Equity ETF had a return of 6.05% year-to-date (YTD) and 24.58% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.05% | 6.12% |
| 1 month | -1.27% | -1.08% |
| 6 months | 16.47% | 15.73% |
| 1 year | 24.58% | 22.34% |
| 5 years (annualized) | N/A | 11.82% |
| 10 years (annualized) | N/A | 10.53% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.88% | 5.35% | 2.78% | |||||||||
| 2023 | -4.77% | -2.44% | 9.67% | 4.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
JPMorgan Carbon Transition U.S. Equity ETF(JCTR)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan Carbon Transition U.S. Equity ETF granted a 1.79% dividend yield in the last twelve months. The annual payout for that period amounted to $1.22 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $1.22 | $1.21 | $0.79 | $0.73 | $0.07 |
Dividend yield | 1.79% | 1.88% | 1.53% | 1.13% | 0.13% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Carbon Transition U.S. Equity ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.14 | |||||||||
| 2023 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.68 |
| 2022 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.25 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.26 |
| 2020 | $0.07 |
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 Carbon Transition U.S. Equity 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 Carbon Transition U.S. Equity ETF was 24.76%, occurring on Oct 12, 2022. Recovery took 293 trading sessions.
The current JPMorgan Carbon Transition U.S. Equity ETF drawdown is 3.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.76% | Dec 30, 2021 | 198 | Oct 12, 2022 | 293 | Dec 12, 2023 | 491 |
| -5.37% | Sep 7, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -4.44% | Feb 16, 2021 | 13 | Mar 4, 2021 | 5 | Mar 11, 2021 | 18 |
| -4.18% | Nov 17, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -4% | May 10, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
Volatility
Volatility Chart
The current JPMorgan Carbon Transition U.S. Equity ETF volatility is 3.39%, 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.