JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF (JRBE.L)
JRBE.L is a passive ETF by JPMorgan tracking the investment results of the Bloomberg Euro Corp TR EUR. JRBE.L launched on Dec 5, 2018 and has a 0.04% expense ratio.
ETF Info
| ISIN | IE00BF59RX87 |
|---|---|
| WKN | A2N76D |
| Issuer | JPMorgan |
| Inception Date | Dec 5, 2018 |
| Category | European Corporate Bonds |
| Leveraged | 1x |
| Index Tracked | Bloomberg Euro Corp TR EUR |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
JRBE.L has an expense ratio of 0.04%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS 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 EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF had a return of -0.05% year-to-date (YTD) and 6.36% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.05% | 17.79% |
| 1 month | -0.15% | 0.18% |
| 6 months | 2.21% | 7.53% |
| 1 year | 6.36% | 26.42% |
| 5 years (annualized) | -1.54% | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of JRBE.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 | -2.05% | -0.47% | 1.15% | -1.04% | 0.02% | 0.25% | 0.96% | 0.16% | -0.05% | ||||
| 2023 | 1.06% | -2.34% | 1.78% | 0.30% | -1.83% | -0.52% | 0.76% | -0.09% | 0.31% | 0.90% | 1.59% | 3.61% | 5.53% |
| 2022 | -2.19% | -1.97% | -0.52% | -3.51% | 0.39% | -2.37% | 2.62% | -1.94% | -1.29% | -2.42% | 3.76% | 1.14% | -8.24% |
| 2021 | -1.77% | -2.67% | -1.56% | 2.10% | -1.50% | 0.31% | 0.34% | 0.30% | -0.73% | -2.30% | 1.11% | -1.43% | -7.65% |
| 2020 | -0.20% | 1.47% | -3.70% | 1.67% | 4.29% | 1.99% | 0.33% | -0.72% | 2.10% | -0.37% | 0.57% | 0.55% | 8.06% |
| 2019 | -2.10% | -1.01% | 1.79% | 0.65% | 2.44% | 3.19% | 2.87% | -0.34% | -2.59% | -2.92% | -1.40% | -0.22% | 0.11% |
| 2018 | 0.48% | 0.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JRBE.L is 41, 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 EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF (JRBE.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 EUR Corporate Bond Research Enhanced Index (ESG) UCITS 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 EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF was 21.46%, occurring on Oct 17, 2022. The portfolio has not yet recovered.
The current JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF drawdown is 12.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.46% | Aug 13, 2019 | 790 | Oct 17, 2022 | — | — | — |
| -3.65% | Jan 4, 2019 | 39 | Feb 27, 2019 | 53 | May 16, 2019 | 92 |
| -0.69% | Jul 18, 2019 | 5 | Jul 24, 2019 | 2 | Jul 26, 2019 | 7 |
| -0.67% | Jul 31, 2019 | 1 | Jul 31, 2019 | 3 | Aug 5, 2019 | 4 |
| -0.6% | Dec 20, 2018 | 3 | Dec 24, 2018 | 5 | Jan 3, 2019 | 8 |
Volatility
Volatility Chart
The current JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF volatility is 1.17%, 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.