Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPIE (JPMorgan Income ETF) | 1.36% | 5.92% | 6.51% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPIE (JPMorgan Income ETF) | 11/02/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 5.92 | 6.51 | NA | NA | NA | NA | … | … | 1.36 | 7.39 | 6.32 | 7.08 | -6.13 | 0.30 |
| Sharpe Ratio | NA | 1.90 | 1.19 | NA | NA | NA | NA | … | … | 0.30 | 2.15 | 1.14 | 0.79 | -1.52 | 0.77 |
| Standard Deviation(%) | NA | 1.60 | 2.70 | NA | NA | NA | NA | … | … | 1.94 | 2.11 | 2.37 | 4.37 | 5.00 | 2.38 |
| Draw Down(%) | NA | 1.15 | 2.40 | NA | NA | NA | NA | … | … | 1.15 | 1.72 | 1.13 | 2.94 | 9.93 | 1.22 |
| Yield(%) | 0.00 | 5.63 | 5.91 | 4.52 | 2.26 | 1.51 | 1.13 | … | … | 2.26 | 5.73 | 6.14 | 5.75 | 4.04 | 0.63 |
Data as of 06/09/2026, Common starting date is 11/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIE (JPMorgan Income ETF) |
2.24%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| JPIE (JPMorgan Income ETF) |
7.65%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart