JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) (JRZE.L)
JRZE.L is a passive ETF by JPMorgan tracking the investment results of the MSCI EMU NR EUR. JRZE.L launched on Apr 26, 2022 and has a 0.25% expense ratio.
ETF Info
ISIN | IE00004PGEY9 |
---|---|
WKN | A3DEH3 |
Issuer | JPMorgan |
Inception Date | Apr 26, 2022 |
Category | Europe Equities |
Leveraged | 1x |
Index Tracked | MSCI EMU NR EUR |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JRZE.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Popular comparisons: JRZE.L vs. JMRE.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (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 Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) had a return of 5.29% year-to-date (YTD) and 13.74% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 5.29% | 17.79% |
1 month | -0.66% | 0.18% |
6 months | -0.61% | 7.53% |
1 year | 13.74% | 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 JRZE.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 | -0.14% | 4.30% | 3.52% | -2.02% | 2.52% | -2.51% | -0.21% | 1.61% | 5.29% | ||||
2023 | 8.74% | 0.90% | 1.24% | 1.47% | -4.00% | 4.02% | 1.61% | -3.40% | -2.15% | -2.59% | 7.18% | 4.40% | 17.82% |
2022 | 2.71% | -8.21% | 5.15% | -2.17% | -4.32% | 4.90% | 9.26% | -0.44% | 5.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JRZE.L is 24, indicating that it is in the bottom 24% 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 Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) (JRZE.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 Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (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 Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) was 17.17%, occurring on Aug 5, 2024. The portfolio has not yet recovered.
The current JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) drawdown is 13.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-17.17% | Feb 28, 2024 | 110 | Aug 5, 2024 | — | — | — |
-12.43% | May 31, 2022 | 94 | Oct 13, 2022 | 20 | Nov 10, 2022 | 114 |
-9.09% | Jul 31, 2023 | 64 | Oct 27, 2023 | 28 | Dec 6, 2023 | 92 |
-8.16% | Feb 6, 2023 | 28 | Mar 15, 2023 | 20 | Apr 14, 2023 | 48 |
-5.49% | Apr 25, 2023 | 50 | Jul 6, 2023 | 16 | Jul 28, 2023 | 66 |
Volatility
Volatility Chart
The current JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) volatility is 3.19%, 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.