JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE)
JPSC.DE is a passive ETF by JPMorgan tracking the investment results of the Morningstar US Small Cap Target Market Exposure. JPSC.DE launched on Aug 16, 2022 and has a 0.14% expense ratio.
ETF Info
| ISIN | IE000JNKVS10 |
|---|---|
| WKN | A3DQ08 |
| Issuer | JPMorgan |
| Inception Date | Aug 16, 2022 |
| Category | Small Cap Blend Equities |
| Index Tracked | Morningstar US Small Cap Target Market Exposure |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
JPSC.DE features an expense ratio of 0.14%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in JPMorgan BetaBuilders US Small Cap 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 BetaBuilders US Small Cap Equity UCITS ETF USD (acc) had a return of 4.16% year-to-date (YTD) and 25.28% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.16% | 7.50% |
| 1 month | -2.16% | -1.61% |
| 6 months | 17.40% | 17.65% |
| 1 year | 25.28% | 26.26% |
| 5 years (annualized) | N/A | 11.73% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.56% | 4.61% | 4.79% | -5.45% | ||||||||
| 2023 | -6.96% | 6.28% | 10.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JPSC.DE is 67, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)(JPSC.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan BetaBuilders US Small Cap 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 BetaBuilders US Small Cap Equity UCITS ETF USD (acc) was 18.15%, occurring on May 4, 2023. Recovery took 199 trading sessions.
The current JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) drawdown is 4.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.15% | Aug 19, 2022 | 181 | May 4, 2023 | 199 | Feb 12, 2024 | 380 |
| -6.92% | Apr 2, 2024 | 14 | Apr 19, 2024 | — | — | — |
| -2.72% | Feb 19, 2024 | 3 | Feb 21, 2024 | 6 | Feb 29, 2024 | 9 |
| -2.05% | Feb 13, 2024 | 1 | Feb 13, 2024 | 3 | Feb 16, 2024 | 4 |
| -1.73% | Mar 5, 2024 | 9 | Mar 15, 2024 | 4 | Mar 21, 2024 | 13 |
Volatility
Volatility Chart
The current JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) volatility is 4.03%, 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.