JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRDM.L)
JRDM.L is a passive ETF by JPMorgan tracking the investment results of the MSCI EM NR USD. JRDM.L launched on Dec 6, 2018 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE000Y4K4833 |
|---|---|
| WKN | A3CYEF |
| Issuer | JPMorgan |
| Inception Date | Dec 6, 2018 |
| Category | Emerging Markets Equities |
| Leveraged | 1x |
| Index Tracked | MSCI EM NR USD |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JRDM.L features an expense ratio of 0.30%, 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 Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (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 Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) had a return of 3.41% year-to-date (YTD) and 5.36% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.41% | 17.79% |
| 1 month | -3.93% | 0.18% |
| 6 months | 1.82% | 7.53% |
| 1 year | 5.36% | 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 JRDM.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 | -3.40% | 3.85% | 2.94% | 1.18% | 0.21% | 3.45% | -1.40% | -1.77% | 3.41% | ||||
| 2023 | 5.64% | -5.09% | 0.72% | -3.26% | -1.49% | 2.71% | 4.62% | -4.97% | 0.70% | -3.78% | 3.49% | 2.87% | 1.38% |
| 2022 | -0.89% | -4.08% | -1.07% | -1.11% | -0.31% | -3.05% | -1.80% | 5.05% | -7.33% | -6.00% | 11.11% | -1.20% | -11.33% |
| 2021 | 0.60% | -1.05% | -1.19% | 0.78% | -0.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JRDM.L is 16, indicating that it is in the bottom 16% 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 Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRDM.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) granted a 2.18% dividend yield in the last twelve months. The annual payout for that period amounted to £0.47 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | £0.47 | £0.52 | £0.72 |
Dividend yield | 2.18% | 2.42% | 3.35% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.06 | £0.00 | £0.00 | £0.07 | £0.00 | £0.00 | £0.20 | £0.00 | £0.00 | £0.32 | |||
| 2023 | £0.11 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.52 |
| 2022 | £0.19 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.29 | £0.00 | £0.00 | £0.20 | £0.00 | £0.00 | £0.72 |
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 Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (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 Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) was 23.95%, occurring on Oct 28, 2022. The portfolio has not yet recovered.
The current JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) drawdown is 11.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.95% | Nov 12, 2021 | 241 | Oct 28, 2022 | — | — | — |
| -3.3% | Oct 1, 2021 | 2 | Oct 4, 2021 | 9 | Oct 15, 2021 | 11 |
| -2.11% | Oct 27, 2021 | 3 | Oct 29, 2021 | 8 | Nov 10, 2021 | 11 |
| -0.99% | Sep 23, 2021 | 2 | Sep 24, 2021 | 3 | Sep 29, 2021 | 5 |
| -0.83% | Oct 21, 2021 | 1 | Oct 21, 2021 | 3 | Oct 26, 2021 | 4 |
Volatility
Volatility Chart
The current JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) volatility is 3.17%, 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.