JPMorgan International Research Enhanced Equity ETF (JIRE)
JIRE is an actively managed ETF by JPMorgan. JIRE launched on Oct 28, 1992 and has a 0.24% expense ratio.
ETF Info
| ISIN | US46641Q1343 |
|---|---|
| Issuer | JPMorgan |
| Inception Date | Oct 28, 1992 |
| Region | Global ex-U.S. (Broad) |
| Category | Foreign Large Cap Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JIRE has an expense ratio of 0.24%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: JIRE vs. IMTM, JIRE vs. DSTX, JIRE vs. DFAI, JIRE vs. VTV, JIRE vs. IHDG, JIRE vs. VOO, JIRE vs. AVDV, JIRE vs. XYLD, JIRE vs. JEPI, JIRE vs. VIGI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan International Research Enhanced Equity ETF, 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 International Research Enhanced Equity ETF had a return of 7.02% year-to-date (YTD) and 16.84% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.02% | 25.82% |
| 1 month | -3.90% | 3.20% |
| 6 months | -1.03% | 14.94% |
| 1 year | 16.84% | 35.92% |
| 5 years (annualized) | N/A | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of JIRE, 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 | -0.15% | 3.68% | 3.50% | -2.83% | 4.70% | -1.74% | 2.46% | 2.88% | 0.06% | -5.50% | 7.02% | ||
| 2023 | 9.81% | -2.88% | 3.16% | 3.18% | -3.70% | 4.40% | 2.64% | -3.65% | -3.77% | -2.50% | 7.98% | 4.95% | 20.00% |
| 2022 | 166.68% | 5.54% | -6.04% | -9.06% | 6.27% | 13.31% | -2.03% | 183.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JIRE is 42, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan International Research Enhanced Equity ETF (JIRE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan International Research Enhanced Equity ETF provided a 2.56% dividend yield over the last twelve months, with an annual payout of $1.60 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $1.60 | $1.60 | $1.31 |
Dividend yield | 2.56% | 2.74% | 2.62% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan International Research Enhanced Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $1.60 |
| 2022 | $1.31 | $1.31 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan International Research Enhanced Equity ETF. 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 International Research Enhanced Equity ETF was 16.11%, occurring on Sep 27, 2022. Recovery took 45 trading sessions.
The current JPMorgan International Research Enhanced Equity ETF drawdown is 6.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.11% | Aug 15, 2022 | 31 | Sep 27, 2022 | 45 | Nov 30, 2022 | 76 |
| -11.08% | Jul 31, 2023 | 64 | Oct 27, 2023 | 32 | Dec 13, 2023 | 96 |
| -7.63% | Jul 15, 2024 | 16 | Aug 5, 2024 | 14 | Aug 23, 2024 | 30 |
| -7.02% | Feb 2, 2023 | 29 | Mar 15, 2023 | 13 | Apr 3, 2023 | 42 |
| -6.82% | Sep 27, 2024 | 29 | Nov 6, 2024 | — | — | — |
Volatility
Volatility Chart
The current JPMorgan International Research Enhanced Equity ETF volatility is 4.32%, 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.