Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BLLD (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Sustainable Infrastructure ETF) NA 6.48% NA NA NA NA NA
Data as of 03/28/2025, Common starting date is 09/08/2022
More Performance Analytics Comparison
Name Start Date End Date
BLLD (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Sustainable Infrastructure ETF) 09/08/2022 03/28/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022
Annualized Return (%) 0.00 6.48 NA NA NA NA NA 4.97 -1.54 8.90 -4.27
Sharpe Ratio NA 0.23 NA NA NA NA NA 1.45 -0.40 0.33 -0.53
Standard Deviation(%) NA 13.22 NA NA NA NA NA 13.44 12.81 16.09 29.74
Draw Down(%) NA 14.88 NA NA NA NA NA 4.25 12.71 17.26 21.02
Yield(%) 0.00 3.71 2.01 1.21 0.60 0.40 0.30 0.00 3.64 1.75 0.70
Data as of 03/28/2025, Common starting date is 09/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLLD (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Sustainable Infrastructure ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLLD (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Sustainable Infrastructure ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return