JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist EUR

ISINIE000U9J8HX9
TickerJEQP.XETRA
Backtest this ETF
Category
ETF
Data available from
Nov 30, 2024
Underlying assets
93

Metrics at a glance

CAGR
-3.82%
Volatility
14.41%
Sharpe
-0.40
Sortino
-0.36
Calmar
-0.31
Ulcer Index
11.18
Max Drawdown
18.90%
VaR 95%
5.87%
VaR 99%
10.46%
% Positive Months
50.00%

Performance over time

Rolling returns

Return computed over every rolling window of the selected length.

Fund composition

Estimated country, currency, and sector allocation from the underlying holdings.

JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist EUR

Click a row name to exclude it from the calculation (remaining slices are renormalized).

96.9%
1.5%
0.8%
0.7%
0.1%

Top holdings

Top 10 Weight

49.9%

Total Assets

93

HHI

0.000

  1. NVIDIA
    8.7%
  2. Apple
    7.8%
  3. Alphabet Inc Class C
    6.5%
  4. Microsoft
    6.0%
  5. Amazon.com
    4.7%
  6. Meta Platforms Inc Class A
    4.0%
  7. Tesla
    3.3%
  8. Walmart
    3.0%
  9. JPM USD Liquidity LVNAV X (dist.)
    3.0%
  10. Micron Technology
    2.9%

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