JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) (JGRE.L)
The objective of the Sub-Fund is to achieve a long-term return in excess ofthe Benchmark by actively investing primarily in a portfolio of companies, globally.
ETF Info
| ISIN | IE00BF4G6Y48 |
|---|---|
| Issuer | JPMorgan |
| Inception Date | Oct 10, 2018 |
| Category | Global Equities |
| Index Tracked | MSCI ACWI NR USD |
| Asset Class | Equity |
Expense Ratio
JGRE.L has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in JPMorgan Global Research Enhanced Index Equity 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.
Returns By Period
JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) had a return of 11.18% year-to-date (YTD) and 22.83% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.18% | 11.18% |
| 1 month | 3.91% | 5.60% |
| 6 months | 15.40% | 17.48% |
| 1 year | 22.83% | 26.33% |
| 5 years (annualized) | 13.57% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of JGRE.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 | 1.97% | 4.11% | 3.68% | -2.05% | 11.18% | ||||||||
| 2023 | 4.21% | 0.22% | 0.37% | 0.29% | 0.92% | 3.70% | 1.98% | -0.32% | -0.40% | -2.99% | 4.94% | 4.57% | 18.59% |
| 2022 | -6.25% | -1.41% | 5.61% | -3.30% | -2.03% | -4.94% | 7.30% | 1.41% | -3.65% | 1.99% | 0.98% | -3.21% | -8.13% |
| 2021 | -0.79% | 0.86% | 5.15% | 3.75% | -0.73% | 3.85% | 1.37% | 3.66% | -1.76% | 3.47% | 2.18% | 2.92% | 26.41% |
| 2020 | -0.29% | -6.29% | -8.56% | 8.12% | 6.28% | 3.15% | -1.29% | 5.79% | 0.20% | -3.53% | 8.98% | 1.62% | 13.21% |
| 2019 | 4.40% | 2.16% | 3.17% | 3.45% | -2.01% | 5.44% | 5.67% | -3.00% | 1.66% | -2.63% | 3.19% | 0.67% | 23.96% |
| 2018 | 0.09% | 0.82% | -6.86% | -6.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JGRE.L is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
JGRE.L (JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) (JGRE.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 Global Research Enhanced Index Equity 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 Global Research Enhanced Index Equity UCITS ETF - USD (acc) was 25.31%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.
The current JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) drawdown is 0.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.31% | Feb 20, 2020 | 23 | Mar 23, 2020 | 96 | Aug 24, 2020 | 119 |
| -15.26% | Dec 10, 2021 | 126 | Jun 16, 2022 | 160 | Feb 3, 2023 | 286 |
| -11.19% | Dec 4, 2018 | 15 | Dec 24, 2018 | 60 | Mar 21, 2019 | 75 |
| -7.37% | Feb 6, 2023 | 28 | Mar 15, 2023 | 53 | Jun 5, 2023 | 81 |
| -6.86% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
Volatility
Volatility Chart
The current JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) volatility is 3.54%, 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.