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
JGRO (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Active Growth ETF) 2.68% 15.04% 20.90% NA NA NA NA
Data as of 06/12/2026, Common starting date is 08/09/2022
More Performance Analytics Comparison
Name Start Date End Date
JGRO (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Active Growth ETF) 08/09/2022 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.05 15.04 20.90 NA NA NA NA 2.68 14.71 32.77 37.74 -10.03
Sharpe Ratio NA 0.77 0.92 NA NA NA NA 0.20 0.53 1.60 2.05 -1.00
Standard Deviation(%) NA 16.12 19.21 NA NA NA NA 17.77 22.38 18.27 16.81 26.08
Draw Down(%) NA 16.44 22.70 NA NA NA NA 13.08 22.70 13.21 11.56 17.88
Yield(%) 0.00 0.18 0.20 0.16 0.08 0.05 0.04 0.00 0.18 0.14 0.24 0.14
Data as of 06/12/2026, Common starting date is 08/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JGRO (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Active Growth ETF) 19.98%
Mar 2023 – Mar 2026
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
JGRO (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Active Growth ETF) 29.56%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return