JPMorgan UK Equity Core UCITS ETF GBP (acc) (JUKC.L)
JUKC.L is a passive ETF by JPMorgan tracking the investment results of the FTSE AllSh TR GBP. JUKC.L launched on Jun 14, 2022 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE0009YQE5W1 |
|---|---|
| WKN | A3DMXR |
| Issuer | JPMorgan |
| Inception Date | Jun 14, 2022 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | FTSE AllSh TR GBP |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JUKC.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: JUKC.L vs. VUKG.L, JUKC.L vs. TSM, JUKC.L vs. IUKD.L, JUKC.L vs. SPYF.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in JPMorgan UK Equity Core UCITS ETF GBP (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 UK Equity Core UCITS ETF GBP (acc) had a return of 9.23% year-to-date (YTD) and 15.32% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.23% | 21.24% |
| 1 month | -1.30% | 0.55% |
| 6 months | 0.11% | 11.47% |
| 1 year | 15.32% | 32.45% |
| 5 years (annualized) | N/A | 13.43% |
| 10 years (annualized) | N/A | 11.05% |
Monthly Returns
The table below presents the monthly returns of JUKC.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 | -0.88% | 0.41% | 4.82% | 2.31% | 2.52% | -1.02% | 3.05% | 0.48% | -1.71% | -1.70% | 9.23% | ||
| 2023 | 4.18% | 0.76% | -2.04% | 2.99% | -4.57% | 1.12% | 2.28% | -2.23% | 2.18% | -4.14% | 2.78% | 4.55% | 7.55% |
| 2022 | 0.36% | 4.41% | -1.81% | -5.92% | 3.31% | 7.16% | -1.33% | 5.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JUKC.L is 55, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan UK Equity Core UCITS ETF GBP (acc) (JUKC.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 UK Equity Core UCITS ETF GBP (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 UK Equity Core UCITS ETF GBP (acc) was 10.36%, occurring on Oct 12, 2022. Recovery took 35 trading sessions.
The current JPMorgan UK Equity Core UCITS ETF GBP (acc) drawdown is 2.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.36% | Aug 19, 2022 | 37 | Oct 12, 2022 | 35 | Nov 30, 2022 | 72 |
| -8.14% | Feb 21, 2023 | 19 | Mar 17, 2023 | 192 | Dec 20, 2023 | 211 |
| -4.61% | Aug 1, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -4.35% | Jun 29, 2022 | 5 | Jul 5, 2022 | 13 | Jul 22, 2022 | 18 |
| -3.7% | Jan 2, 2024 | 12 | Jan 17, 2024 | 32 | Mar 1, 2024 | 44 |
Volatility
Volatility Chart
The current JPMorgan UK Equity Core UCITS ETF GBP (acc) volatility is 2.68%, 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.