JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE)
JPCT.DE is a passive ETF by JPMorgan tracking the investment results of the Solactive JP Morgan Asset Management Carbon Transition Global Equity. JPCT.DE launched on Nov 4, 2020 and has a 0.19% expense ratio.
ETF Info
| ISIN | IE00BMDWYZ92 |
|---|---|
| WKN | A2P4WJ |
| Issuer | JPMorgan |
| Inception Date | Nov 4, 2020 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | Solactive JP Morgan Asset Management Carbon Transition Global Equity |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
JPCT.DE has an expense ratio of 0.19%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: JPCT.DE vs. PABG.L, JPCT.DE vs. PFFA, JPCT.DE vs. SCHG, JPCT.DE vs. QDTE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in JPMorgan Carbon Transition Global 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 Carbon Transition Global Equity UCITS ETF USD (acc) had a return of 20.86% year-to-date (YTD) and 28.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.86% | 24.30% |
| 1 month | 3.28% | 4.09% |
| 6 months | 10.50% | 14.29% |
| 1 year | 28.20% | 35.42% |
| 5 years (annualized) | N/A | 13.95% |
| 10 years (annualized) | N/A | 11.33% |
Monthly Returns
The table below presents the monthly returns of JPCT.DE, 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 | 3.21% | 3.64% | 3.03% | -2.38% | 1.20% | 5.23% | 0.20% | -0.18% | 1.21% | 0.78% | 20.86% | ||
| 2023 | 4.59% | 0.52% | 0.71% | 0.51% | 2.58% | 3.51% | 2.15% | -0.74% | -1.91% | -3.14% | 5.52% | 4.18% | 19.66% |
| 2022 | -5.13% | -2.28% | 4.41% | -2.23% | -3.18% | -6.02% | 9.54% | -2.24% | -5.85% | 4.23% | 0.89% | -6.00% | -14.19% |
| 2021 | 0.52% | 2.83% | 7.24% | 1.26% | 0.35% | 4.52% | 1.94% | 2.71% | -2.29% | 5.18% | 1.41% | 4.80% | 34.64% |
| 2020 | 1.04% | 1.09% | 2.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JPCT.DE is 82, placing it in the top 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Carbon Transition Global 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 Carbon Transition Global Equity UCITS ETF USD (acc) was 16.76%, occurring on Jun 16, 2022. Recovery took 382 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.76% | Jan 5, 2022 | 115 | Jun 16, 2022 | 382 | Dec 8, 2023 | 497 |
| -8.44% | Jul 17, 2024 | 14 | Aug 5, 2024 | 42 | Oct 2, 2024 | 56 |
| -4.39% | Sep 7, 2021 | 20 | Oct 4, 2021 | 11 | Oct 19, 2021 | 31 |
| -4.33% | Nov 23, 2021 | 9 | Dec 3, 2021 | 15 | Dec 27, 2021 | 24 |
| -3.85% | Apr 2, 2024 | 14 | Apr 19, 2024 | 17 | May 15, 2024 | 31 |
Volatility
Volatility Chart
The current JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) volatility is 4.20%, 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.