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
JMTG (JPMorgan Mortgage-Backed Securities ETF) 0.81% NA NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 06/30/2025
More Performance Analytics Comparison
Name Start Date End Date
JMTG (JPMorgan Mortgage-Backed Securities ETF) 06/30/2025 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.72 NA NA NA NA NA NA 0.81 3.90
Sharpe Ratio NA NA NA NA NA NA NA -0.17 1.52
Standard Deviation(%) NA NA NA NA NA NA NA 4.07 3.34
Draw Down(%) NA NA NA NA NA NA NA 2.77 1.23
Yield(%) 0.00 3.93 1.31 0.79 0.39 0.26 0.20 1.77 2.13
Data as of 06/12/2026, Common starting date is 06/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMTG (JPMorgan Mortgage-Backed Securities 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
JMTG (JPMorgan Mortgage-Backed Securities ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return