JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) (JRDE.L)
JRDE.L is a passive ETF by JPMorgan tracking the investment results of the MSCI Europe NR EUR. JRDE.L launched on Jun 30, 2020 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE000WGK3YY5 |
|---|---|
| WKN | A3CYEH |
| Issuer | JPMorgan |
| Inception Date | Jun 30, 2020 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Europe NR EUR |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JRDE.L has an expense ratio of 0.25%, 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 Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist), 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 Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) had a return of 4.13% year-to-date (YTD) and 10.15% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.13% | 17.79% |
| 1 month | -1.54% | 0.18% |
| 6 months | 0.15% | 7.53% |
| 1 year | 10.15% | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of JRDE.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 | -0.39% | 2.48% | 3.63% | -1.11% | 3.19% | -1.71% | -0.93% | 1.27% | 4.13% | ||||
| 2023 | 5.69% | 1.19% | 0.34% | 2.13% | -4.02% | 2.51% | 1.24% | -2.40% | -0.40% | -3.32% | 5.32% | 4.62% | 13.07% |
| 2022 | -4.52% | -2.75% | 1.59% | -1.96% | 0.20% | -6.37% | 3.14% | -1.92% | -4.04% | 2.92% | 7.83% | -0.44% | -6.94% |
| 2021 | -1.53% | 3.13% | -0.92% | 4.17% | 4.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JRDE.L is 20, indicating that it is in the bottom 20% 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 Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) (JRDE.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 Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist). 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 Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) was 17.90%, occurring on Oct 13, 2022. Recovery took 78 trading sessions.
The current JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) drawdown is 13.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.9% | Jan 6, 2022 | 194 | Oct 13, 2022 | 78 | Feb 3, 2023 | 272 |
| -15.74% | Feb 26, 2024 | 112 | Aug 5, 2024 | — | — | — |
| -7.83% | Apr 25, 2023 | 130 | Oct 27, 2023 | 33 | Dec 13, 2023 | 163 |
| -7.52% | Feb 17, 2023 | 19 | Mar 15, 2023 | 20 | Apr 14, 2023 | 39 |
| -4.72% | Nov 12, 2021 | 11 | Nov 26, 2021 | 23 | Jan 4, 2022 | 34 |
Volatility
Volatility Chart
The current JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) volatility is 2.70%, 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.