Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) | 0.43% | 5.90% | 5.04% | 1.00% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) | 03/13/2019 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 5.90 | 5.04 | 1.00 | NA | NA | NA | … | … | 0.43 | 7.98 | 2.95 | 7.14 | -12.90 | -0.51 | 9.20 | 6.72 |
| Sharpe Ratio | NA | 0.73 | 0.33 | -0.28 | NA | NA | NA | … | … | -0.45 | 1.16 | -0.13 | 0.52 | -2.25 | -0.18 | 1.68 | 2.03 |
| Standard Deviation(%) | NA | 3.75 | 5.21 | 5.39 | NA | NA | NA | … | … | 4.09 | 4.41 | 5.22 | 6.71 | 6.39 | 2.99 | 5.31 | 3.45 |
| Draw Down(%) | NA | 2.71 | 5.97 | 16.67 | NA | NA | NA | … | … | 2.71 | 2.75 | 3.76 | 6.86 | 16.09 | 3.49 | 6.04 | 2.12 |
| Yield(%) | 0.00 | 4.98 | 4.91 | 3.60 | 2.65 | 1.77 | 1.33 | … | … | 2.00 | 5.04 | 5.07 | 4.41 | 2.56 | 2.14 | 3.14 | 3.10 |
Data as of 06/09/2026, Common starting date is 03/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) |
-4.55%
Oct 2020 – Oct 2023 |
0.10%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) |
6.71%
Oct 2022 – Oct 2025 |
1.49%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart