JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (JE13.DE)
JE13.DE is a passive ETF by JPMorgan tracking the investment results of the JP Morgan EMU Government Bond 1-3. JE13.DE 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 | JP Morgan EMU Government Bond 1-3 |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
JE13.DE 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 -0.16% year-to-date (YTD) and 2.25% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.16% | 11.18% |
| 1 month | 0.18% | 5.60% |
| 6 months | 1.30% | 17.48% |
| 1 year | 2.25% | 26.33% |
| 5 years (annualized) | -0.55% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of JE13.DE, 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 | 0.01% | -0.57% | 0.39% | -0.23% | -0.16% | ||||||||
| 2023 | 0.39% | -0.67% | 0.91% | -0.07% | 0.50% | -0.59% | 0.43% | 0.34% | -0.26% | 0.52% | 0.73% | 1.16% | 3.44% |
| 2022 | -0.24% | -0.20% | -0.82% | -0.40% | -0.44% | -0.36% | 0.73% | -1.53% | -1.06% | 0.02% | 0.07% | -0.84% | -4.99% |
| 2021 | -0.12% | -0.19% | 0.05% | -0.09% | -0.06% | -0.01% | 0.12% | -0.09% | -0.12% | -0.34% | 0.32% | -0.25% | -0.79% |
| 2020 | 0.13% | -0.07% | -0.47% | -0.05% | 0.07% | 0.22% | 0.05% | -0.08% | 0.10% | 0.16% | -0.05% | -0.06% | -0.05% |
| 2019 | 0.11% | -0.12% | 0.13% | -0.01% | -0.01% | 0.28% | 0.18% | 0.24% | -0.15% | -0.25% | -0.13% | -0.04% | 0.22% |
| 2018 | 0.20% | 0.09% | -0.39% | 0.03% | 0.02% | 0.26% | 0.28% | 0.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JE13.DE is 60, 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.
JE13.DE (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) (JE13.DE) 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 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 6.90%, occurring on Mar 7, 2023. The portfolio has not yet recovered.
The current JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) drawdown is 3.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.9% | Sep 5, 2019 | 840 | Mar 7, 2023 | — | — | — |
| -0.55% | Aug 3, 2018 | 12 | Oct 5, 2018 | 7 | Dec 27, 2018 | 19 |
| -0.25% | Jan 29, 2019 | 6 | Feb 8, 2019 | 16 | Mar 7, 2019 | 22 |
| -0.24% | Aug 8, 2019 | 2 | Aug 9, 2019 | 3 | Aug 15, 2019 | 5 |
| -0.15% | Mar 28, 2019 | 17 | Apr 23, 2019 | 30 | Jun 5, 2019 | 47 |
Volatility
Volatility Chart
The current JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) volatility is 0.39%, 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.