JPM Global Dividend
·Renta Variable Global
+8,53 %
+9,88 %
14,05 %
-34,45 %
+4,89 %
+6,25 %
+13,21 %
+34,60 %
+53,74 %
2026
YTD8.53%
Ene0.9%
Feb3.4%
Mar-5.6%
Abr5.3%
May2.0%
Jun1.9%
Jul0.7%
Ago—
Sep—
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.9Ene 2026: 0.90% | 3.4Feb 2026: 3.44% | -5.6Mar 2026: -5.55% | 5.3Abr 2026: 5.29% | 2.0May 2026: 1.96% | 1.9Jun 2026: 1.85% | 0.7Jul 2026: 0.69% | Ago 2026: sin datos | Sep 2026: sin datos | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | 8.5YTD 2026: 8.53% |
| 2025 | 4.4Ene 2025: 4.43% | -0.8Feb 2025: -0.80% | -6.6Mar 2025: -6.56% | -6.0Abr 2025: -5.99% | 7.5May 2025: 7.45% | 0.4Jun 2025: 0.39% | 4.4Jul 2025: 4.40% | -1.7Ago 2025: -1.65% | 1.2Sep 2025: 1.21% | 1.8Oct 2025: 1.84% | 0.5Nov 2025: 0.49% | -0.7Dic 2025: -0.74% | 3.6YTD 2025: 3.64% |
| 2024 | 1.9Ene 2024: 1.95% | 3.2Feb 2024: 3.16% | 2.8Mar 2024: 2.83% | -1.6Abr 2024: -1.62% | 0.5May 2024: 0.52% | 3.9Jun 2024: 3.89% | -0.1Jul 2024: -0.10% | 0.1Ago 2024: 0.08% | 1.0Sep 2024: 0.95% | 0.2Oct 2024: 0.19% | 3.9Nov 2024: 3.92% | -1.4Dic 2024: -1.36% | 15.2YTD 2024: 15.17% |
| 2023 | 4.0Ene 2023: 4.04% | 1.5Feb 2023: 1.45% | -1.2Mar 2023: -1.25% | -0.8Abr 2023: -0.83% | 0.9May 2023: 0.88% | 1.9Jun 2023: 1.92% | 1.4Jul 2023: 1.38% | -0.9Ago 2023: -0.87% | -1.0Sep 2023: -0.97% | -3.3Oct 2023: -3.29% | 4.1Nov 2023: 4.15% | 3.8Dic 2023: 3.79% | 10.6YTD 2023: 10.56% |
| 2022 | -1.1Ene 2022: -1.11% | -2.7Feb 2022: -2.69% | 4.3Mar 2022: 4.34% | -0.4Abr 2022: -0.43% | -2.5May 2022: -2.52% | -5.1Jun 2022: -5.13% | 9.0Jul 2022: 8.99% | -1.2Ago 2022: -1.24% | -6.0Sep 2022: -6.03% | 4.8Oct 2022: 4.85% | 2.6Nov 2022: 2.59% | -4.2Dic 2022: -4.20% | -3.6YTD 2022: -3.62% |
| 2021 | 0.9Ene 2021: 0.90% | 3.5Feb 2021: 3.50% | 7.1Mar 2021: 7.09% | 1.0Abr 2021: 1.02% | 1.9May 2021: 1.92% | 1.7Jun 2021: 1.66% | 2.1Jul 2021: 2.09% | 1.2Ago 2021: 1.24% | -1.3Sep 2021: -1.25% | 4.2Oct 2021: 4.18% | -0.0Nov 2021: -0.01% | 5.9Dic 2021: 5.92% | 31.8YTD 2021: 31.81% |
| 2020 | 2.2Ene 2020: 2.17% | -9.2Feb 2020: -9.16% | -12.5Mar 2020: -12.45% | 9.9Abr 2020: 9.88% | 0.5May 2020: 0.48% | 0.8Jun 2020: 0.79% | 0.5Jul 2020: 0.47% | 4.3Ago 2020: 4.29% | -1.4Sep 2020: -1.40% | -3.0Oct 2020: -3.00% | 13.4Nov 2020: 13.42% | 1.1Dic 2020: 1.10% | 3.9YTD 2020: 3.91% |
| 2019 | 6.4Ene 2019: 6.41% | 4.3Feb 2019: 4.27% | 2.6Mar 2019: 2.59% | 4.2Abr 2019: 4.19% | -4.9May 2019: -4.86% | 4.2Jun 2019: 4.21% | 3.2Jul 2019: 3.21% | -0.9Ago 2019: -0.87% | 2.8Sep 2019: 2.79% | -0.1Oct 2019: -0.15% | 3.1Nov 2019: 3.05% | 1.2Dic 2019: 1.18% | 28.8YTD 2019: 28.76% |
| 2018 | 0.8Ene 2018: 0.76% | -1.9Feb 2018: -1.88% | -4.3Mar 2018: -4.26% | 4.3Abr 2018: 4.27% | 2.8May 2018: 2.79% | -0.1Jun 2018: -0.15% | 2.8Jul 2018: 2.84% | -0.3Ago 2018: -0.31% | 1.2Sep 2018: 1.18% | -4.2Oct 2018: -4.20% | 1.1Nov 2018: 1.14% | -7.2Dic 2018: -7.22% | -5.5YTD 2018: -5.53% |
| 2017 | -0.8Ene 2017: -0.81% | 3.2Feb 2017: 3.16% | 0.9Mar 2017: 0.86% | -0.2Abr 2017: -0.19% | -1.0May 2017: -1.00% | -1.3Jun 2017: -1.27% | -1.0Jul 2017: -0.98% | -1.2Ago 2017: -1.22% | 2.7Sep 2017: 2.72% | 4.4Oct 2017: 4.36% | -1.0Nov 2017: -1.01% | 1.5Dic 2017: 1.52% | 6.1YTD 2017: 6.10% |
| 2016 | -5.6Ene 2016: -5.59% | -0.2Feb 2016: -0.22% | 0.8Mar 2016: 0.78% | -0.6Abr 2016: -0.59% | 3.7May 2016: 3.67% | -2.8Jun 2016: -2.76% | 4.0Jul 2016: 3.96% | 0.7Ago 2016: 0.68% | -1.4Sep 2016: -1.43% | 0.1Oct 2016: 0.14% | 5.8Nov 2016: 5.82% | 3.0Dic 2016: 3.02% | 7.2YTD 2016: 7.16% |
| 2015 | 6.6Ene 2015: 6.59% | 4.5Feb 2015: 4.49% | 2.9Mar 2015: 2.90% | -1.7Abr 2015: -1.72% | 2.4May 2015: 2.42% | -4.2Jun 2015: -4.22% | 3.4Jul 2015: 3.38% | -7.2Ago 2015: -7.16% | -2.9Sep 2015: -2.91% | 7.7Oct 2015: 7.66% | 3.6Nov 2015: 3.58% | -3.3Dic 2015: -3.25% | 11.1YTD 2015: 11.09% |
| 2014 | -2.8Ene 2014: -2.83% | 3.7Feb 2014: 3.67% | 0.2Mar 2014: 0.23% | 0.4Abr 2014: 0.36% | 3.4May 2014: 3.40% | 2.0Jun 2014: 1.98% | -0.1Jul 2014: -0.13% | 1.8Ago 2014: 1.80% | 1.5Sep 2014: 1.46% | 1.0Oct 2014: 1.02% | 1.9Nov 2014: 1.87% | 2.3Dic 2014: 2.25% | 16.0YTD 2014: 15.97% |
| 2013 | 2.1Ene 2013: 2.13% | 3.1Feb 2013: 3.11% | 4.6Mar 2013: 4.57% | 1.9Abr 2013: 1.87% | 0.9May 2013: 0.89% | -3.6Jun 2013: -3.56% | 2.7Jul 2013: 2.66% | -2.7Ago 2013: -2.69% | 2.3Sep 2013: 2.29% | 3.1Oct 2013: 3.10% | 0.6Nov 2013: 0.58% | -0.1Dic 2013: -0.05% | 15.6YTD 2013: 15.59% |
| 2012 | 1.3Ene 2012: 1.35% | 2.1Feb 2012: 2.12% | 1.2Mar 2012: 1.17% | 0.4Abr 2012: 0.39% | -1.3May 2012: -1.28% | 3.6Jun 2012: 3.59% | 5.3Jul 2012: 5.32% | -1.0Ago 2012: -1.04% | -0.4Sep 2012: -0.37% | -1.1Oct 2012: -1.10% | 0.7Nov 2012: 0.71% | -1.4Dic 2012: -1.38% | 9.7YTD 2012: 9.65% |
| 2011 | -0.7Ene 2011: -0.67% | 1.8Feb 2011: 1.81% | -2.4Mar 2011: -2.38% | 0.2Abr 2011: 0.25% | -0.0May 2011: -0.03% | -1.5Jun 2011: -1.45% | -1.9Jul 2011: -1.85% | -7.3Ago 2011: -7.33% | -1.3Sep 2011: -1.28% | 6.5Oct 2011: 6.49% | -0.5Nov 2011: -0.49% | 3.9Dic 2011: 3.94% | -3.6YTD 2011: -3.59% |
| 2010 | Ene 2010: sin datos | Feb 2010: sin datos | Mar 2010: sin datos | Abr 2010: sin datos | May 2010: sin datos | Jun 2010: sin datos | Jul 2010: sin datos | Ago 2010: sin datos | Sep 2010: sin datos | Oct 2010: sin datos | 1.5Nov 2010: 1.47% | 3.6Dic 2010: 3.56% | 5.1YTD 2010: 5.08% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 19.75% | 12.92% | 13.12% | 10.67% | 9.53% | 10.79% | 10.48% | |
| 8.51% | 10.00% | 10.12% | 12.12% | 12.72% | 14.10% | 14.05% | |
| TAE | 21.10% | 13.01% | 13.22% | 10.26% | 8.98% | 10.15% | 9.88% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 0.90% | 3.05% | 9.09% | |
| 0.84% | 2.45% | 9.70% | |
| 3.42% | 5.98% | 10.44% | |
| 61.90% | 74.60% | 81.25% | |
| 38.10% | 25.40% | 18.75% | |
| 13.42% | 14.61% | 31.81% | |
| -12.45% | -18.74% | -5.53% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -7.55% | -13.45% | -5.24% | |
| -10.80% | -18.74% | -5.53% | |
| -7.55% | -13.45% | -5.24% | |
| -0.27 | -0.71 | 0.64 | |
| 1.90 | 1.84 | 0.43 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -34.45% | 297 días | |
| -19.18% | 239 días | |
| -3.18% | 25 días | |
| -1.56% | 6 días | |
| 5147 días (89.2%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · feb 2020 → mar 2020 | -34.45% | 297 días |
| #2 · abr 2015 → feb 2016 | -19.27% | 308 días |
| #3 · feb 2011 → ago 2011 | -18.94% | 208 días |
| #4 · feb 2025 → abr 2025 | -18.10% | 272 días |
| #5 · oct 2018 → dic 2018 | -12.70% | 60 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 71.5% | 4126 días |
| -5% a -10% | 16.8% | 968 días |
| -10% a -20% | 11.0% | 636 días |
| -20% a -30% | 0.6% | 36 días |
| -30% a -40% | 0.1% | 4 días |
| -40% a -50% | 0.0% | 0 días |
| ≤ -50% | 0.0% | 0 días |
Ratios Anualizados
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 2.32 | 1.29 | 1.30 | 0.88 | 0.75 | 0.77 | 0.75 | |
| 3.76 | 1.82 | 1.59 | 1.05 | 0.95 | 0.94 | 0.93 | |
| 11.05 | 2.12 | 2.16 | 0.57 | 0.50 | 0.29 | 0.29 | |
| 1.42 | 1.24 | 1.25 | 1.18 | 1.14 | 1.15 | 1.15 |
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