JPMorgan Europe Research Enhanced Index Equity UCITS ETF - EUR (acc) (JERE.L)
JERE.L is a passive ETF by JPMorgan tracking the investment results of the MSCI Europe NR EUR. JERE.L launched on Jun 30, 2020 and has a 0.25% expense ratio.
ETF Info
ISIN | IE00BF4G7183 |
---|---|
Issuer | JPMorgan |
Inception Date | Jun 30, 2020 |
Category | Europe Equities |
Index Tracked | MSCI Europe NR EUR |
Asset Class | Equity |
Expense Ratio
JERE.L has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in JPMorgan Europe Research Enhanced Index Equity 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 Europe Research Enhanced Index Equity UCITS ETF - EUR (acc) had a return of 10.03% year-to-date (YTD) and 14.35% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.03% | 11.18% |
1 month | 6.19% | 5.60% |
6 months | 14.79% | 17.48% |
1 year | 14.35% | 26.33% |
5 years (annualized) | 9.79% | 13.16% |
10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of JERE.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 | -0.18% | 2.36% | 3.60% | -0.29% | 10.03% | ||||||||
2023 | 6.33% | 1.20% | 0.10% | 2.45% | -3.77% | 2.44% | 1.39% | -2.36% | -0.61% | -2.73% | 5.04% | 4.68% | 14.49% |
2022 | -4.44% | -2.60% | 1.51% | -1.35% | 0.23% | -6.36% | 5.38% | -1.83% | -4.09% | 3.09% | 7.92% | -0.59% | -4.01% |
2021 | -2.55% | 0.87% | 4.56% | 3.84% | 2.02% | 0.91% | 0.99% | 2.65% | -2.96% | 3.20% | -1.17% | 4.33% | 17.60% |
2020 | -2.62% | -6.01% | -10.88% | 3.88% | 7.29% | 4.88% | -1.96% | 2.53% | -0.51% | -6.33% | 13.67% | 2.13% | 3.67% |
2019 | 2.77% | 3.18% | 2.84% | 3.92% | -1.49% | 5.71% | 2.22% | -2.41% | 2.07% | -1.50% | 1.50% | 2.06% | 22.61% |
2018 | 0.56% | -0.81% | -3.68% | -3.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JERE.L is 57, 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.
JERE.L (JPMorgan Europe Research Enhanced Index Equity UCITS ETF - EUR (acc))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Europe Research Enhanced Index Equity UCITS ETF - EUR (acc) (JERE.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 Europe Research Enhanced Index Equity 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 Europe Research Enhanced Index Equity UCITS ETF - EUR (acc) was 28.11%, occurring on Mar 18, 2020. Recovery took 168 trading sessions.
The current JPMorgan Europe Research Enhanced Index Equity UCITS ETF - EUR (acc) drawdown is 0.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-28.11% | Feb 20, 2020 | 20 | Mar 18, 2020 | 168 | Nov 27, 2020 | 188 |
-15.77% | Jan 6, 2022 | 43 | Mar 7, 2022 | 210 | Jan 9, 2023 | 253 |
-7.64% | Feb 17, 2023 | 19 | Mar 15, 2023 | 19 | Apr 13, 2023 | 38 |
-7.42% | Apr 24, 2023 | 131 | Oct 27, 2023 | 31 | Dec 11, 2023 | 162 |
-7.07% | Dec 4, 2018 | 16 | Dec 27, 2018 | 27 | Feb 5, 2019 | 43 |
Volatility
Volatility Chart
The current JPMorgan Europe Research Enhanced Index Equity UCITS ETF - EUR (acc) volatility is 3.11%, 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.