JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (acc) (JHYU.L)
The Sub-Fund seeks to provide returns that correspond to those of its Index.
ETF Info
ISIN | IE00BL0BLZ15 |
---|---|
WKN | A2P2B1 |
Issuer | JPMorgan |
Inception Date | May 13, 2020 |
Category | High Yield Bonds |
Index Tracked | ICE BofA Gbl HY Constnd TR USD |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Bond |
Expense Ratio
JHYU.L has a high expense ratio of 0.35%, 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 High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (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 High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (acc) had a return of 2.17% year-to-date (YTD) and 10.65% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 2.17% | 11.18% |
1 month | 2.14% | 5.60% |
6 months | 6.93% | 17.48% |
1 year | 10.65% | 26.33% |
5 years (annualized) | N/A | 13.16% |
10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of JHYU.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 | 0.28% | -0.06% | 1.46% | -0.87% | 2.17% | ||||||||
2023 | 2.86% | -1.36% | 1.50% | 0.24% | -1.02% | 1.60% | 0.96% | 0.03% | -1.18% | -1.00% | 4.47% | 3.32% | 10.73% |
2022 | 4.26% | -2.43% | -2.72% | 2.25% | 2.25% | 0.35% | 3.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JHYU.L is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
JHYU.L (JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (acc))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (acc) (JHYU.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 High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (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 High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (acc) was 7.58%, occurring on Sep 29, 2022. Recovery took 54 trading sessions.
The current JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (acc) drawdown is 0.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-7.58% | Aug 15, 2022 | 32 | Sep 29, 2022 | 54 | Dec 14, 2022 | 86 |
-3.9% | Feb 3, 2023 | 29 | Mar 15, 2023 | 81 | Jul 13, 2023 | 110 |
-3.18% | Sep 15, 2023 | 26 | Oct 20, 2023 | 10 | Nov 3, 2023 | 36 |
-2.41% | Dec 15, 2022 | 8 | Dec 28, 2022 | 9 | Jan 11, 2023 | 17 |
-1.82% | Apr 2, 2024 | 11 | Apr 16, 2024 | 13 | May 3, 2024 | 24 |
Volatility
Volatility Chart
The current JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF USD Hedged (acc) volatility is 1.25%, 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.