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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
JEQA.DE is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.
Returns By Period
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) has returned -3.16% so far this year and 12.12% over the past 12 months.
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc)
- 1D
- 0.06%
- 1M
- -2.59%
- YTD
- -3.16%
- 6M
- 2.09%
- 1Y
- 12.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.02%
- 1M
- -2.96%
- YTD
- -3.12%
- 6M
- -0.95%
- 1Y
- 8.84%
- 3Y*
- 14.21%
- 5Y*
- 10.59%
- 10Y*
- 11.99%
Monthly Returns
Based on dividend-adjusted daily data since Nov 7, 2024, JEQA.DE's average daily return is +0.02%, while the average monthly return is +0.30%. At this rate, your investment would double in approximately 19.3 years.
Historically, 59% of months were positive and 41% were negative. The best month was Jul 2025 with a return of +5.6%, while the worst month was Mar 2025 at -10.3%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JEQA.DE closed higher 55% of trading days. The best single day was Apr 10, 2025 with a return of +5.1%, while the worst single day was Apr 3, 2025 at -5.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.06% | -1.63% | -2.59% | -3.16% | |||||||||
| 2025 | 2.06% | -3.90% | -10.26% | -3.39% | 3.72% | 1.07% | 5.57% | -0.87% | 3.63% | 5.40% | -0.47% | 0.49% | 1.90% |
| 2024 | 2.67% | 2.48% | 5.22% |
Benchmark Metrics
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) has an annualized alpha of 3.47%, beta of 0.31, and R² of 0.12 versus S&P 500 Index. Calculated based on daily prices since November 08, 2024.
- This ETF captured 107.14% of S&P 500 Index gains and 103.58% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- Beta of 0.31 may look defensive, but with R² of 0.12 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.12 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.47%
- Beta
- 0.31
- R²
- 0.12
- Upside Capture
- 107.14%
- Downside Capture
- 103.58%
Expense Ratio
JEQA.DE has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JEQA.DE ranks 35 for risk / return — below 35% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) and compare them to a chosen benchmark (S&P 500 Index).
| JEQA.DE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.43 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.73 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.11 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.67 | +0.12 |
Martin ratioReturn relative to average drawdown | 3.54 | 2.80 | +0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore JEQA.DE risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (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 Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) was 24.26%, occurring on Apr 9, 2025. Recovery took 187 trading sessions.
The current JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) drawdown is 5.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.26% | Feb 20, 2025 | 35 | Apr 9, 2025 | 187 | Jan 7, 2026 | 222 |
| -5.73% | Jan 16, 2026 | 51 | Mar 27, 2026 | — | — | — |
| -3.21% | Jan 24, 2025 | 2 | Jan 27, 2025 | 10 | Feb 10, 2025 | 12 |
| -2.57% | Jan 7, 2025 | 6 | Jan 14, 2025 | 6 | Jan 22, 2025 | 12 |
| -2.07% | Nov 25, 2024 | 3 | Nov 27, 2024 | 3 | Dec 2, 2024 | 6 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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