JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating (JPLG.L)
JPLG.L is a passive ETF by JPMorgan tracking the investment results of the MSCI ACWI NR USD. JPLG.L launched on Jul 9, 2019 and has a 0.20% expense ratio.
ETF Info
ISIN | IE00BJRCLL96 |
---|---|
WKN | A2PJEP |
Issuer | JPMorgan |
Inception Date | Jul 9, 2019 |
Category | Global Equities |
Leveraged | 1x |
Index Tracked | MSCI ACWI NR USD |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
JPLG.L has an expense ratio of 0.20%, which is considered low compared to other funds.
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 Equity Multi-Factor UCITS ETF Accumulating, 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 Equity Multi-Factor UCITS ETF Accumulating had a return of 10.68% year-to-date (YTD) and 14.85% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.68% | 18.10% |
1 month | 0.99% | 1.42% |
6 months | 5.22% | 9.39% |
1 year | 14.85% | 26.58% |
5 years (annualized) | 8.68% | 13.42% |
10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of JPLG.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 | 1.04% | 3.05% | 3.46% | -1.74% | 0.36% | 1.12% | 2.57% | 0.30% | 10.68% | ||||
2023 | 2.29% | -0.41% | -1.47% | 0.15% | -3.22% | 2.87% | 2.04% | -1.19% | 0.75% | -2.69% | 3.23% | 4.81% | 7.05% |
2022 | -4.03% | 0.10% | 6.00% | 0.12% | -0.58% | -5.55% | 5.17% | 1.21% | -4.41% | 3.47% | 1.70% | -1.75% | 0.72% |
2021 | -0.50% | 0.60% | 7.11% | 3.26% | 0.17% | 2.10% | 1.27% | 2.62% | -1.42% | 1.86% | 1.53% | 3.93% | 24.67% |
2020 | -1.03% | -6.69% | -10.88% | 6.83% | 5.73% | 1.03% | -1.73% | 2.76% | 1.60% | -2.74% | 8.35% | 1.01% | 2.57% |
2019 | 1.37% | -2.35% | 2.21% | -3.77% | 1.98% | 0.16% | -0.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JPLG.L is 73, 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 Global Equity Multi-Factor UCITS ETF Accumulating (JPLG.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating. 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 Equity Multi-Factor UCITS ETF Accumulating was 27.53%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating drawdown is 0.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-27.53% | Feb 20, 2020 | 23 | Mar 23, 2020 | 183 | Dec 10, 2020 | 206 |
-9.77% | Apr 22, 2022 | 37 | Jun 16, 2022 | 41 | Aug 12, 2022 | 78 |
-9.35% | Aug 22, 2022 | 37 | Oct 13, 2022 | 77 | Feb 2, 2023 | 114 |
-7.72% | Feb 6, 2023 | 80 | Jun 1, 2023 | 139 | Dec 13, 2023 | 219 |
-7.63% | Jan 6, 2022 | 36 | Feb 24, 2022 | 22 | Mar 28, 2022 | 58 |
Volatility
Volatility Chart
The current JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating volatility is 2.56%, 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.