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JCTR vs. JPCT.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JCTR vs. JPCT.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE). The values are adjusted to include any dividend payments, if applicable.

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JCTR vs. JPCT.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
JCTR
JPMorgan Carbon Transition U.S. Equity ETF
0.00%13.55%24.74%27.51%-18.76%29.86%2.11%
JPCT.DE
JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc)
-7.23%20.61%17.26%23.44%-18.92%24.02%1.77%
Different Trading Currencies

JCTR is traded in USD, while JPCT.DE is traded in EUR. To make them comparable, the JPCT.DE values have been converted to USD using the latest available exchange rates.

Returns By Period


JCTR

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

JPCT.DE

1D
1.06%
1M
-7.90%
YTD
-7.23%
6M
-2.96%
1Y
16.52%
3Y*
14.71%
5Y*
8.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JCTR vs. JPCT.DE - Expense Ratio Comparison

JCTR has a 0.15% expense ratio, which is lower than JPCT.DE's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

JCTR vs. JPCT.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JCTR

JPCT.DE
JPCT.DE Risk / Return Rank: 2828
Overall Rank
JPCT.DE Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
JPCT.DE Sortino Ratio Rank: 2828
Sortino Ratio Rank
JPCT.DE Omega Ratio Rank: 3030
Omega Ratio Rank
JPCT.DE Calmar Ratio Rank: 2525
Calmar Ratio Rank
JPCT.DE Martin Ratio Rank: 2929
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.

JCTR vs. JPCT.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

JCTR vs. JPCT.DE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


JCTRJPCT.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

Correlation

The correlation between JCTR and JPCT.DE is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

JCTR vs. JPCT.DE - Dividend Comparison

JCTR's dividend yield for the trailing twelve months is around 0.43%, while JPCT.DE has not paid dividends to shareholders.


TTM202520242023202220212020
JCTR
JPMorgan Carbon Transition U.S. Equity ETF
0.43%0.61%1.04%1.88%1.53%1.13%0.13%
JPCT.DE
JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

JCTR vs. JPCT.DE - Drawdown Comparison


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Drawdown Indicators


JCTRJPCT.DEDifference

Max Drawdown

Largest peak-to-trough decline

-22.18%

Max Drawdown (1Y)

Largest decline over 1 year

-13.35%

Max Drawdown (5Y)

Largest decline over 5 years

-22.18%

Current Drawdown

Current decline from peak

-8.09%

Average Drawdown

Average peak-to-trough decline

-4.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

Volatility

JCTR vs. JPCT.DE - Volatility Comparison


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Volatility by Period


JCTRJPCT.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.95%

Volatility (6M)

Calculated over the trailing 6-month period

9.13%

Volatility (1Y)

Calculated over the trailing 1-year period

17.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.40%