JPM Global Research Enhanced Index Equity Active UCITS ETF Acc
Rating and Score (On 30/06/2026)
Rating
FIDA
Rating
ESG
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Historical FIDA Rating and FIDA Score
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Analytics (EUR)On 29/07/2026
Current year | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
- |
Annualised PerformanceOn 29/07/2026
Current year | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|
- |
AnalyticsOn 29/07/2026
Current year | 1 Year | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|
Average yield | - | ||||
Annualised average yield | - | ||||
Volatility | 17.55% | 12.64% | 12.15% | 12.48% | - |
Dsr | 9.88% | 6.66% | 7.16% | 7.67% | - |
Drawdown | |||||
Sharpe | 1.19 | 1.60 | 1.12 | 0.86 | - |
Sortino | 2.12 | 3.04 | 1.90 | 1.39 | - |
Treynor | 1.54% | 1.60% | 1.14% | 0.98% | - |
Alpha | -0.75% | -0.35% | -0.09% | 0.10% | - |
Beta | |||||
R quadro | |||||
Information ratio | |||||
Annualised info ratio | |||||
Tracking error | |||||
Tracking error volatility |
Annual yields %On 29/07/2026
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Performance IndicatorsOn 30/06/2026
1 Year | 3 Years | 5 Years | |
|---|---|---|---|
Alpha | -0.35% | -0.09% | 0.10% |
Information ratio | |||
Treynor index |
PositioningOn 30/06/2026
1 Year | 3 Years | 5 Years | |
|---|---|---|---|
Alpha | 142 / 508 | 75 / 457 | 25 / 409 |
Information ratio | 301 / 508 | 199 / 457 | 118 / 409 |
Treynor index | 335 / 508 | 258 / 457 | 153 / 409 |
Performance quartilesOn 30/06/2026
1 Year
1
2
3
4
2 Years
1
2
3
4
3 Years
1
2
3
4
4 Years
1
2
3
4
5 Years
1
2
3
4
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