OTC Markets OTCPK - Delayed Quote USD

JPM Global Rel Est Secs (USD) X(acc)USD (0P00006TDC)

15.10 -0.04 (-0.26%)
At close: November 30 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 9
Number of Years Down 7
Best 1Y Total Return 36.84%
Worst 1Y Total Return --
Best 3Y Total Return 36.84%
Worst 3Y Total Return -5.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00006TDC
Category
YTD
0.00%
0.00%
1-Month
0.00%
0.00%
3-Month
0.00%
0.00%
1-Year
0.00%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00006TDC
Category
2023
--
--
2022
-26.22%
--
2021
26.79%
--
2020
-3.46%
--
2019
25.97%
--
2018
-7.01%
--
2017
11.62%
--
2016
1.56%
--

2015
-1.37%
--
2014
16.81%
--
2013
4.33%
--
2012
28.32%
--
2011
-6.72%
--
2010
20.80%
--
2009
36.84%
--
2008
-48.34%
--
2007
-7.63%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 0.89% 2.64% -3.83% --
2022 -2.27% -19.35% -11.96% 6.32%
2021 7.10% 10.03% -1.03% 8.72%
2020 -24.94% 12.25% 4.98% 9.14%
2019 16.56% 0.93% 4.23% 2.73%
2018 -3.69% 4.73% -0.72% -7.15%
2017 1.21% 3.91% 2.00% 4.06%
2016 3.36% 2.54% 2.32% -6.35%
2015 3.40% -7.82% -0.76% 4.27%
2014 2.74% 8.36% -4.33% 9.66%

2013 6.50% -4.07% 2.51% -0.38%
2012 12.39% 2.02% 6.06% 5.51%
2011 2.95% 2.75% -18.06% 7.62%
2010 3.42% -6.61% 18.14% 5.87%
2009 -21.25% 31.93% 24.77% 5.56%
2008 -5.14% -7.96% -12.69% -32.23%
2007 7.16% -3.73% 1.98% -12.20%

Rank in Category (By Total Return)

YTD 5
1-Month 14
3-Month 11
1-Year 9
3-Year 26
5-Year 7

Load Adjusted Returns

1-Year 5.89%
3-Year 0.56%
5-Year 1.02%
10-Year 3.20%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan Asset Management (Europe) S.à r.l.
Net Assets --
YTD Return --
Yield 0.00%
Morningstar Rating
Inception Date Jul 19, 2013

Fund Summary

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