JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JREU.L)
JREU.L is a passive ETF by JPMorgan tracking the investment results of the Russell 1000 TR USD. JREU.L launched on Oct 10, 2018 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BF4G7076 |
|---|---|
| Issuer | JPMorgan |
| Inception Date | Oct 10, 2018 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Expense Ratio
JREU.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 US Research Enhanced Index 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 US Research Enhanced Index Equity UCITS ETF - USD (acc) had a return of 26.98% year-to-date (YTD) and 35.08% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.98% | 25.48% |
| 1 month | 2.42% | 2.14% |
| 6 months | 13.31% | 12.76% |
| 1 year | 35.08% | 33.14% |
| 5 years (annualized) | 16.73% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of JREU.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 | 2.24% | 4.31% | 3.63% | -2.78% | 2.50% | 5.94% | 0.22% | 1.36% | 2.61% | -0.19% | 26.98% | ||
| 2023 | 5.94% | -1.21% | 2.58% | 1.86% | 0.81% | 6.80% | 3.40% | -0.94% | -4.39% | -3.33% | 9.38% | 5.27% | 28.35% |
| 2022 | -6.71% | -2.18% | 4.85% | -7.99% | -2.39% | -8.00% | 8.37% | -2.66% | -7.35% | 5.30% | 2.43% | -3.49% | -19.57% |
| 2021 | 0.48% | 2.13% | 4.71% | 5.27% | 0.76% | 2.16% | 2.51% | 3.02% | -3.87% | 5.98% | 0.42% | 4.63% | 31.66% |
| 2020 | 0.64% | -9.78% | -9.78% | 11.51% | 3.80% | 2.83% | 5.72% | 8.34% | -3.31% | -3.01% | 10.27% | 3.57% | 19.61% |
| 2019 | 7.66% | 3.24% | 1.35% | 3.95% | -5.48% | 6.04% | 2.83% | -3.28% | 2.31% | 1.94% | 4.26% | 2.85% | 30.54% |
| 2018 | -3.42% | 1.56% | -8.07% | -9.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JREU.L is 87, placing it in the top 13% 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 US Research Enhanced Index Equity UCITS ETF - USD (acc) (JREU.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 US Research Enhanced Index 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 US Research Enhanced Index Equity UCITS ETF - USD (acc) was 34.56%, occurring on Mar 23, 2020. Recovery took 89 trading sessions.
The current JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) drawdown is 0.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.56% | Feb 20, 2020 | 23 | Mar 23, 2020 | 89 | Aug 7, 2020 | 112 |
| -24.31% | Jan 4, 2022 | 195 | Oct 12, 2022 | 296 | Dec 13, 2023 | 491 |
| -14.19% | Nov 9, 2018 | 32 | Dec 24, 2018 | 41 | Feb 22, 2019 | 73 |
| -8.94% | Sep 3, 2020 | 13 | Sep 21, 2020 | 35 | Nov 9, 2020 | 48 |
| -7.74% | Jul 17, 2024 | 14 | Aug 5, 2024 | 30 | Sep 17, 2024 | 44 |
Volatility
Volatility Chart
The current JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) volatility is 3.71%, 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.