- Issuer
- ETF Issuer
- Inception Date
- Oct 15, 2024
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- JPM Carbon Transition Global Equity (CTB) UCITS ETF - USD (acc)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
Share Price Chart
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Performance
JPCT.L Performance Chart
JPM Carbon Transition Global Equity (CTB) UCITS ETF - USD (acc) (JPCT.L) is up 7.0% since the beginning of the year. JPCT.L is currently trading at $53 per share. Investors who bought $1,000 worth of JPCT.L shares 5 years ago would now be looking at an investment worth $1,630.
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Returns By Period
JPM Carbon Transition Global Equity (CTB) UCITS ETF - USD (acc) (JPCT.L) has returned 7.02% so far this year and 17.84% over the past 12 months.
JPM Carbon Transition Global Equity (CTB) UCITS ETF - USD (acc)
- 1D
- 0.13%
- 1M
- 0.13%
- 6M
- 6.06%
- YTD
- 7.02%
- 1Y
- 17.84%
- 3Y*
- 16.69%
- 5Y*
- 10.27%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
JPCT.L Monthly Returns History
Based on dividend-adjusted daily data since Nov 4, 2020, JPCT.L's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2026 with a return of +10.6%, while the worst month was Mar 2026 at -8.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JPCT.L closed higher 54% of trading days. The best single day was Apr 10, 2025 with a return of +5.6%, while the worst single day was Apr 4, 2025 at -4.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.22% | -0.18% | -8.39% | 10.55% | 4.61% | -1.27% | 1.27% | 7.02% | |||||
| 2025 | 3.63% | -3.01% | -5.04% | 1.91% | 7.19% | 3.64% | 1.58% | 2.21% | 2.36% | 2.45% | 0.47% | 1.36% | 19.79% |
| 2024 | 1.33% | 3.37% | 2.88% | -3.38% | 2.71% | 3.80% | 1.27% | 2.01% | 2.04% | -1.47% | 3.45% | -1.47% | 17.53% |
| 2023 | 6.18% | -1.71% | 3.18% | 1.91% | -0.83% | 5.93% | 3.24% | -2.35% | -4.32% | -3.33% | 8.93% | 5.57% | 23.63% |
| 2022 | -5.83% | -1.75% | 3.17% | -7.39% | -1.38% | -8.09% | 6.61% | -3.56% | -8.36% | 5.35% | 5.08% | -2.45% | -18.49% |
| 2021 | -0.32% | 2.08% | 4.29% | 3.78% | 2.43% | 0.90% | 2.04% | 2.09% | -3.74% | 4.59% | -0.97% | 4.61% | 23.68% |
Benchmark Metrics
JPM Carbon Transition Global Equity (CTB) UCITS ETF - USD (acc) has an annualized alpha of 6.59%, beta of 0.49, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since November 04, 2020.
- This ETF participated in 92.72% of S&P 500 Index downside but only 89.18% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.49 may look defensive, but with R2 of 0.28 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.28 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 6.59%
- Beta
- 0.49
- R²
- 0.28
- Upside Capture
- 89.18%
- Downside Capture
- 92.72%
Expense Ratio
JPCT.L has an expense ratio of 0.19%, which is considered low.
Return for Risk
Risk / Return Rank
JPCT.L ranks 47 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPM Carbon Transition Global Equity (CTB) UCITS ETF - USD (acc) (JPCT.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JPCT.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.35 | -0.63 |
| Martin ratioReturn relative to average drawdown | 7.26 | 10.19 | -2.93 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPM Carbon Transition Global Equity (CTB) 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 JPM Carbon Transition Global Equity (CTB) UCITS ETF - USD (acc) was 26.59%, occurring on Oct 12, 2022. Recovery took 321 trading sessions.
The current JPM Carbon Transition Global Equity (CTB) UCITS ETF - USD (acc) drawdown is 0.02%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-26.59%Oct 2022 | 9mo 9d | 1y 3mo | 2y 16dJan 2022 - Jan 2024 | Bear market2022 |
-17.82%Apr 2025 | 1mo 18d | 1mo 13d | 3mo 1dFeb 2025 - May 2025 | 2025 selloff2025 |
-10.25%Mar 2026 | 2mo 1d | 18d | 2mo 19dJan 2026 - Apr 2026 | — |
-7.78%Aug 2024 | 21d | 18d | 1mo 9dJul 2024 - Aug 2024 | — |
-6.17%Oct 2021 | 27d | 28d | 1mo 25dSep 2021 - Nov 2021 | — |
Drawdown Indicators
| JPCT.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.59% | -56.78% | +30.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.25% | -9.10% | -1.15% |
Max Drawdown (3Y)Largest decline over 3 years | -17.82% | -18.90% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -26.59% | -25.43% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.02% | -0.49% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -10.70% | +5.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.09% | +0.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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