JPM Global Dividend
·Renta Variable Global
+6,41 %
+12,02 %
14,53 %
-34,39 %
+2,77 %
+5,95 %
+13,85 %
+34,95 %
+61,33 %
2026
YTD6.41%
Ene1.0%
Feb3.5%
Mar-5.5%
Abr5.4%
May2.0%
Jun0.2%
Jul—
Ago—
Sep—
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.0Ene 2026: 0.98% | 3.5Feb 2026: 3.51% | -5.5Mar 2026: -5.47% | 5.4Abr 2026: 5.36% | 2.0May 2026: 2.03% | 0.2Jun 2026: 0.19% | Jul 2026: sin datos | Ago 2026: sin datos | Sep 2026: sin datos | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | 6.4YTD 2026: 6.41% |
| 2025 | 4.5Ene 2025: 4.51% | -0.7Feb 2025: -0.73% | -6.5Mar 2025: -6.48% | -5.9Abr 2025: -5.92% | 7.5May 2025: 7.53% | 0.5Jun 2025: 0.47% | 4.5Jul 2025: 4.48% | -1.6Ago 2025: -1.58% | 1.3Sep 2025: 1.30% | 1.9Oct 2025: 1.92% | 0.6Nov 2025: 0.56% | -0.7Dic 2025: -0.65% | 4.6YTD 2025: 4.59% |
| 2024 | 2.0Ene 2024: 2.03% | 3.2Feb 2024: 3.24% | 2.9Mar 2024: 2.90% | -1.5Abr 2024: -1.54% | 0.6May 2024: 0.60% | 4.0Jun 2024: 3.96% | -0.0Jul 2024: -0.02% | 0.2Ago 2024: 0.15% | 1.0Sep 2024: 1.03% | 0.3Oct 2024: 0.27% | 4.0Nov 2024: 3.99% | -1.3Dic 2024: -1.28% | 16.2YTD 2024: 16.24% |
| 2023 | 4.1Ene 2023: 4.12% | 1.5Feb 2023: 1.52% | -1.2Mar 2023: -1.17% | -0.8Abr 2023: -0.76% | 1.0May 2023: 0.96% | 2.0Jun 2023: 2.00% | 1.5Jul 2023: 1.45% | -0.8Ago 2023: -0.79% | -0.9Sep 2023: -0.90% | -3.2Oct 2023: -3.21% | 4.2Nov 2023: 4.23% | 3.9Dic 2023: 3.86% | 11.6YTD 2023: 11.59% |
| 2022 | -1.0Ene 2022: -1.02% | -2.6Feb 2022: -2.62% | 4.4Mar 2022: 4.43% | -0.3Abr 2022: -0.35% | -2.4May 2022: -2.44% | -5.1Jun 2022: -5.06% | 9.1Jul 2022: 9.08% | -1.2Ago 2022: -1.15% | -6.0Sep 2022: -5.96% | 4.9Oct 2022: 4.93% | 2.7Nov 2022: 2.67% | -4.1Dic 2022: -4.12% | -2.7YTD 2022: -2.70% |
| 2021 | 1.0Ene 2021: 0.98% | 3.6Feb 2021: 3.58% | 7.2Mar 2021: 7.18% | 1.1Abr 2021: 1.10% | 2.0May 2021: 2.00% | 1.8Jun 2021: 1.75% | 2.2Jul 2021: 2.18% | 1.3Ago 2021: 1.32% | -1.2Sep 2021: -1.18% | 4.3Oct 2021: 4.27% | 0.1Nov 2021: 0.08% | 6.0Dic 2021: 6.01% | 33.1YTD 2021: 33.13% |
| 2020 | 2.3Ene 2020: 2.25% | -9.1Feb 2020: -9.08% | -12.4Mar 2020: -12.38% | 10.0Abr 2020: 9.97% | 0.6May 2020: 0.56% | 0.9Jun 2020: 0.87% | 0.5Jul 2020: 0.55% | 4.4Ago 2020: 4.38% | -1.3Sep 2020: -1.32% | -2.9Oct 2020: -2.92% | 13.5Nov 2020: 13.52% | 1.2Dic 2020: 1.19% | 4.9YTD 2020: 4.94% |
| 2019 | 6.5Ene 2019: 6.50% | 4.4Feb 2019: 4.35% | 2.7Mar 2019: 2.68% | 4.3Abr 2019: 4.28% | -4.8May 2019: -4.78% | 4.3Jun 2019: 4.29% | 3.3Jul 2019: 3.31% | -0.8Ago 2019: -0.79% | 2.9Sep 2019: 2.87% | -0.1Oct 2019: -0.05% | 3.1Nov 2019: 3.14% | 1.3Dic 2019: 1.26% | 30.1YTD 2019: 30.05% |
| 2018 | 0.9Ene 2018: 0.86% | -1.8Feb 2018: -1.81% | -4.2Mar 2018: -4.18% | 4.4Abr 2018: 4.36% | 2.9May 2018: 2.87% | -0.1Jun 2018: -0.07% | 2.9Jul 2018: 2.92% | -0.2Ago 2018: -0.23% | 1.3Sep 2018: 1.27% | -4.1Oct 2018: -4.11% | 1.2Nov 2018: 1.22% | -7.1Dic 2018: -7.13% | -4.6YTD 2018: -4.57% |
| 2017 | -0.7Ene 2017: -0.73% | 3.2Feb 2017: 3.25% | 0.9Mar 2017: 0.95% | -0.1Abr 2017: -0.12% | -0.9May 2017: -0.91% | -1.2Jun 2017: -1.19% | -0.9Jul 2017: -0.90% | -1.1Ago 2017: -1.14% | 2.8Sep 2017: 2.81% | 4.4Oct 2017: 4.45% | -0.9Nov 2017: -0.93% | 1.6Dic 2017: 1.60% | 7.2YTD 2017: 7.16% |
| 2016 | -5.5Ene 2016: -5.51% | -0.1Feb 2016: -0.14% | 0.9Mar 2016: 0.87% | -0.5Abr 2016: -0.51% | 3.8May 2016: 3.76% | -2.7Jun 2016: -2.68% | 4.0Jul 2016: 4.05% | 0.8Ago 2016: 0.78% | -1.4Sep 2016: -1.35% | 0.2Oct 2016: 0.23% | 5.9Nov 2016: 5.89% | 3.1Dic 2016: 3.11% | 8.2YTD 2016: 8.24% |
| 2015 | 6.7Ene 2015: 6.69% | 4.6Feb 2015: 4.58% | 3.0Mar 2015: 3.00% | -1.6Abr 2015: -1.62% | 2.5May 2015: 2.50% | -4.1Jun 2015: -4.12% | 3.5Jul 2015: 3.47% | -7.1Ago 2015: -7.08% | -2.8Sep 2015: -2.83% | 7.7Oct 2015: 7.74% | 3.7Nov 2015: 3.67% | -3.2Dic 2015: -3.17% | 12.3YTD 2015: 12.27% |
| 2014 | -2.7Ene 2014: -2.74% | 3.8Feb 2014: 3.76% | 0.3Mar 2014: 0.32% | 0.5Abr 2014: 0.46% | 3.5May 2014: 3.50% | 2.1Jun 2014: 2.07% | -0.0Jul 2014: -0.03% | 1.9Ago 2014: 1.88% | 1.6Sep 2014: 1.56% | 1.1Oct 2014: 1.12% | 2.0Nov 2014: 1.95% | 2.4Dic 2014: 2.36% | 17.3YTD 2014: 17.26% |
| 2013 | 2.2Ene 2013: 2.23% | 3.2Feb 2013: 3.20% | 4.7Mar 2013: 4.66% | 2.0Abr 2013: 1.97% | 1.0May 2013: 0.98% | -3.5Jun 2013: -3.48% | 2.8Jul 2013: 2.75% | -2.6Ago 2013: -2.60% | 2.4Sep 2013: 2.38% | 3.2Oct 2013: 3.20% | 0.7Nov 2013: 0.67% | 0.0Dic 2013: 0.04% | 16.9YTD 2013: 16.87% |
| 2012 | 1.4Ene 2012: 1.44% | 2.2Feb 2012: 2.22% | 1.3Mar 2012: 1.26% | 0.5Abr 2012: 0.48% | -1.2May 2012: -1.19% | 3.7Jun 2012: 3.68% | 5.4Jul 2012: 5.41% | -0.9Ago 2012: -0.94% | -0.3Sep 2012: -0.29% | -1.0Oct 2012: -1.00% | 0.8Nov 2012: 0.79% | -1.3Dic 2012: -1.29% | 10.9YTD 2012: 10.87% |
| 2011 | 4.1Ene 2011: 4.09% | 0.4Feb 2011: 0.40% | -2.3Mar 2011: -2.28% | -0.4Abr 2011: -0.40% | 0.8May 2011: 0.81% | -1.4Jun 2011: -1.37% | -1.8Jul 2011: -1.77% | -7.2Ago 2011: -7.23% | -1.2Sep 2011: -1.20% | 6.6Oct 2011: 6.60% | -2.9Nov 2011: -2.94% | 6.7Dic 2011: 6.74% | 0.6YTD 2011: 0.56% |
| 2010 | -1.4Ene 2010: -1.40% | 1.3Feb 2010: 1.26% | 5.3Mar 2010: 5.34% | 1.6Abr 2010: 1.62% | -2.8May 2010: -2.76% | -0.1Jun 2010: -0.05% | 1.4Jul 2010: 1.39% | 0.3Ago 2010: 0.27% | 3.9Sep 2010: 3.86% | 1.4Oct 2010: 1.44% | 2.0Nov 2010: 2.05% | Dic 2010: sin datos | 13.5YTD 2010: 13.52% |
| 2009 | Ene 2009: sin datos | Feb 2009: sin datos | Mar 2009: sin datos | Abr 2009: sin datos | May 2009: sin datos | 4.9Jun 2009: 4.86% | 6.6Jul 2009: 6.57% | 1.5Ago 2009: 1.49% | 3.3Sep 2009: 3.33% | -0.1Oct 2009: -0.11% | 0.3Nov 2009: 0.30% | 6.6Dic 2009: 6.57% | 25.1YTD 2009: 25.14% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 11.51% | 12.52% | 13.78% | 10.90% | 10.44% | 11.85% | 13.28% | |
| 10.73% | 9.83% | 9.92% | 12.06% | 12.76% | 14.14% | 14.53% | |
| TAE | 11.47% | 12.30% | 13.86% | 10.50% | 9.97% | 11.29% | 12.02% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 1.01% | 3.45% | 10.87% | |
| 1.01% | 2.98% | 10.97% | |
| 3.42% | 5.87% | 10.07% | |
| 64.22% | 76.47% | 88.24% | |
| 35.78% | 23.53% | 11.76% | |
| 13.52% | 14.92% | 33.13% | |
| -12.38% | -18.54% | -4.57% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -7.23% | -12.79% | -4.27% | |
| -9.56% | -18.54% | -4.57% | |
| -7.23% | -12.79% | -4.27% | |
| -0.26 | -0.79 | 0.72 | |
| 1.72 | 2.05 | 0.65 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -34.39% | 291 días | |
| -17.64% | 176 días | |
| -3.18% | 23 días | |
| -1.47% | 6 días | |
| 5280 días (84.2%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · feb 2020 → mar 2020 | -34.39% | 291 días |
| #2 · abr 2015 → feb 2016 | -18.57% | 301 días |
| #3 · feb 2011 → ago 2011 | -18.49% | 207 días |
| #4 · feb 2025 → abr 2025 | -17.99% | 201 días |
| #5 · oct 2018 → dic 2018 | -12.50% | 60 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 74.6% | 4680 días |
| -5% a -10% | 15.6% | 981 días |
| -10% a -20% | 9.1% | 573 días |
| -20% a -30% | 0.6% | 35 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 |
|---|---|---|---|---|---|---|---|
| 1.07 | 1.27 | 1.39 | 0.90 | 0.82 | 0.84 | 0.91 | |
| 1.52 | 1.62 | 1.68 | 1.08 | 1.02 | 1.02 | 1.17 | |
| 2.31 | 2.03 | 2.28 | 0.58 | 0.55 | 0.33 | 0.35 | |
| 1.20 | 1.25 | 1.27 | 1.19 | 1.16 | 1.17 | 1.18 |
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