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OTC Markets OTCPK - Delayed Quote USD
JPMorgan Sustainable Infras mth USD (0P00018L9C)
7.28
+0.08
+(1.11%)
As of March 7 at 3:00:00 PM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.13% |
| 5y Average Return | -0.78% |
| Number of Years Up | 4 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Mar 7, 2025) | 25.83% |
| Worst 1Y Total Return (Mar 7, 2025) | -- |
| Best 3Y Total Return | 25.83% |
| Worst 3Y Total Return | -6.82% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00018L9C
Category
- YTD
- -0.55%
- 0.00%
- 1-Month
- -0.55%
- 0.00%
- 3-Month
- -7.69%
- 0.00%
- 1-Year
- 2.60%
- 0.00%
- 3-Year
- -5.28%
- 0.00%
- 5-Year
- -2.45%
- 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
0P00018L9C
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -3.80% | 0.17% | 14.97% | -11.14% |
| 2023 | 2.29% | -0.03% | -9.66% | 14.51% |
| 2022 | -3.02% | -14.71% | -16.09% | 11.96% |
| 2021 | 7.74% | 8.16% | -1.53% | 9.65% |
| 2020 | -28.25% | 10.92% | 1.37% | 10.04% |
| 2019 | 13.93% | 1.26% | 4.26% | 1.10% |
| 2018 | -6.01% | 7.23% | -1.03% | -6.18% |
| 2017 | -0.92% | 0.46% | 0.83% | 3.70% |
| 2016 | -4.80% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 81 |
| 1-Month | 81 |
| 3-Month | 88 |
| 1-Year | 67 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -2.53% |
| 3-Year | -6.89% |
| 5-Year | -3.44% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 2.13% |
| 5y Average Return | -0.78% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | JPMorgan Funds (Asia) Limited |
| Net Assets | -- |
| YTD Return | -0.55% |
| Yield | 3.99% |
| Morningstar Rating | |
| Inception Date | Jul 12, 2022 |
Fund Summary
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