PortfoliosLab logoPortfoliosLab logo
Issuer
JPMorgan
Inception Date
Jan 21, 2026
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

JRUD.L Performance Chart

JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist) (JRUD.L) is up 9.8% since the beginning of the year. JRUD.L is currently trading at $70 per share. Investors who bought $1,000 worth of JRUD.L shares 5 years ago would now be looking at an investment worth $1,848.


Loading charts...

S&P 500 Index

Returns By Period

JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist) (JRUD.L) has returned 9.80% so far this year and 20.83% over the past 12 months.


JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist)

1D
0.14%
1M
0.26%
6M
9.85%
YTD
9.80%
1Y
20.83%
3Y*
19.58%
5Y*
13.07%
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JRUD.L Monthly Returns History

Based on dividend-adjusted daily data since Dec 16, 2019, JRUD.L's average daily return is +0.07%, while the average monthly return is +1.33%. At this rate, an investment would double in approximately 4.4 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +13.4%, while the worst month was Mar 2020 at -12.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, JRUD.L closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -12.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.72%-0.73%-6.31%11.52%5.13%-1.49%1.49%9.80%
20252.56%-3.76%-5.71%-0.86%7.30%5.03%3.24%1.06%2.72%2.89%0.22%1.09%16.18%
20242.43%4.33%3.42%-2.79%2.54%5.85%0.21%1.54%2.43%-0.04%5.06%-1.91%25.22%
20235.89%-1.14%2.58%1.77%0.97%6.70%3.39%-0.85%-4.38%-3.39%9.33%5.31%28.37%
2022-6.47%-1.80%4.66%-8.05%-2.32%-8.05%8.47%-2.62%-8.18%6.43%2.16%-3.38%-19.11%
2021-0.82%2.57%4.73%5.55%0.58%2.39%2.41%2.93%-3.77%5.94%0.50%4.06%30.16%

Benchmark Metrics

JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist) has an annualized alpha of 6.18%, beta of 0.74, and R2 of 0.58 versus S&P 500 Index. Calculated based on daily prices since December 16, 2019.

  • This ETF captured 102.28% of S&P 500 Index gains but only 92.81% of its losses - a favorable profile for investors.
  • This ETF generated an annualized alpha of 6.18% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
6.18%
Beta
0.74
0.58
Upside Capture
102.28%
Downside Capture
92.81%

Expense Ratio

JRUD.L has an expense ratio of 0.20%, which is considered low.


Return for Risk

Risk / Return Rank

JRUD.L ranks 70 for risk / return — better than 70% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


JRUD.L Risk / Return Rank: 7070
Overall Rank
JRUD.L Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
JRUD.L Sortino Ratio Rank: 7575
Sortino Ratio Rank
JRUD.L Omega Ratio Rank: 6868
Omega Ratio Rank
JRUD.L Calmar Ratio Rank: 6464
Calmar Ratio Rank
JRUD.L Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist) (JRUD.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JRUD.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.11

Sortino ratioReturn per unit of downside risk

+0.35

Omega ratioGain probability vs. loss probability

1.33

1.31

+0.02

Calmar ratioReturn relative to maximum drawdown

2.57

2.35

+0.22

Martin ratioReturn relative to average drawdown

10.68

10.19

+0.49

Dividends

Dividend History

JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist) provided a 0.67% dividend yield over the last twelve months, with an annual payout of $0.47 per share.


0.50%0.60%0.70%0.80%0.90%1.00%1.10%$0.00$0.10$0.20$0.30$0.4020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.47$0.33$0.28$0.37$0.38$0.37

Dividend yield

0.67%0.52%0.50%0.83%1.08%0.85%

Monthly Dividends

The table displays the monthly dividend distributions for JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.47$0.00$0.00$0.00$0.00$0.00$0.00$0.47
2025$0.33$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33
2024$0.28$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.28
2023$0.37$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37
2022$0.38$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38
2021$0.37$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active 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 ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist) was 34.49%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.

The current JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist) drawdown is 0.40%.


Drawdown

Fall

Recovery

Underwater

Related event

-34.49%Mar 2020
1mo 2d4mo 16d
5mo 18dFeb 2020 - Aug 2020
COVID crash2020
-24.11%Oct 2022
9mo 15d1y 2mo
1y 11moDec 2021 - Dec 2023
Bear market2022
-18.85%Apr 2025
2mo 10d2mo 20d
5moJan 2025 - Jun 2025
2025 selloff2025
-9.72%Sep 2020
20d1mo 19d
2mo 9dSep 2020 - Nov 2020
-8.38%Mar 2026
1mo 17d16d
2mo 3dFeb 2026 - Apr 2026

Drawdown Indicators


JRUD.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.49%

-56.78%

+22.29%

Max Drawdown (1Y)

Largest decline over 1 year

-8.38%

-9.10%

+0.72%

Max Drawdown (3Y)

Largest decline over 3 years

-18.85%

-18.90%

+0.05%

Max Drawdown (5Y)

Largest decline over 5 years

-24.11%

-25.43%

+1.32%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.40%

-0.49%

+0.09%

Average Drawdown

Average peak-to-trough decline

-5.35%

-10.70%

+5.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

2.09%

-0.07%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with JRUD.L

Add JPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity Active UCITS ETF - USD (dist) to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with JRUD.L