OTC Markets OTCPK - Delayed Quote USD

JPM Global Sust Eq D (acc) USD (0P00000MDZ)

19.93 -0.12 (-0.60%)
As of August 27 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return 32.37%
Worst 1Y Total Return --
Best 3Y Total Return 32.37%
Worst 3Y Total Return -0.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000MDZ
Category
YTD
14.43%
0.00%
1-Month
-0.36%
0.00%
3-Month
6.58%
0.00%
1-Year
21.98%
0.00%
3-Year
2.92%
0.00%
5-Year
13.46%
0.00%
10-Year
9.21%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000MDZ
Category
2024
--
--
2023
23.17%
--
2022
-24.42%
--
2021
22.19%
--
2020
32.37%
--
2019
30.54%
--
2018
-11.30%
--
2017
21.23%
--

2016
4.38%
--
2015
-5.25%
--
2014
3.28%
--
2013
27.08%
--
2012
11.23%
--
2011
-12.48%
--
2010
2.40%
--
2009
25.20%
--
2008
-44.87%
--
2007
7.21%
--
2006
16.69%
--
2005
6.93%
--
2004
9.00%
--
2003
22.92%
--
2002
-32.62%
--
2001
-19.16%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.51% 3.91% -- --
2023 7.63% 4.95% -2.87% 12.26%
2022 -11.96% -18.10% -4.45% 9.71%
2021 3.79% 11.72% 0.86% 4.49%
2020 -15.04% 23.81% 11.54% 12.82%
2019 12.63% 4.18% -0.29% 11.58%
2018 -3.16% 5.78% 2.58% -15.60%
2017 6.30% 3.95% 4.25% 5.25%
2016 -3.09% -3.46% 7.16% 4.11%
2015 1.34% -0.12% -12.06% 6.45%

2014 -0.50% 3.68% -1.96% 2.12%
2013 6.73% 1.50% 8.58% 8.04%
2012 10.16% -7.28% 6.11% 2.63%
2011 4.52% -1.79% -20.67% 7.47%
2010 0.32% -14.33% 14.87% 3.72%
2009 -14.00% 19.77% 15.73% 5.03%
2008 -13.45% -0.51% -17.54% -22.36%
2007 2.36% 6.35% 1.63% -3.10%
2006 7.03% -1.93% 2.76% 8.18%
2005 -1.03% 0.30% 4.61% 2.98%
2004 3.05% -1.40% -1.58% 9.00%
2003 -5.73% 14.88% 2.55% 10.68%
2002 -4.39% -14.90% -21.93% 6.08%
2001 -22.71% 14.48% -30.05% 30.61%

Rank in Category (By Total Return)

YTD 11
1-Month 88
3-Month 51
1-Year 3
3-Year 60
5-Year 2

Load Adjusted Returns

1-Year 15.30%
3-Year 1.01%
5-Year 12.19%
10-Year 8.59%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan Asset Management (Europe) S.à r.l.
Net Assets --
YTD Return 14.43%
Yield 0.00%
Morningstar Rating
Inception Date Aug 25, 2021

Fund Summary

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