Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPRE (JPMorgan Realty Income ETF) | 13.16% | 11.69% | 10.73% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/23/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPRE (JPMorgan Realty Income ETF) | 05/23/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.78 | 11.69 | 10.73 | NA | NA | NA | NA | … | … | 13.16 | 1.36 | 7.42 | 13.42 | -9.96 |
| Sharpe Ratio | NA | 0.74 | 0.47 | NA | NA | NA | NA | … | … | 2.00 | -0.09 | 0.25 | 0.51 | -0.71 |
| Standard Deviation(%) | NA | 13.20 | 16.13 | NA | NA | NA | NA | … | … | 14.40 | 16.47 | 15.31 | 19.26 | 25.20 |
| Draw Down(%) | NA | 7.71 | 16.27 | NA | NA | NA | NA | … | … | 7.71 | 14.05 | 10.64 | 18.70 | 23.84 |
| Yield(%) | 0.00 | 2.41 | 2.87 | 3.28 | 1.64 | 1.09 | 0.82 | … | … | 0.32 | 2.62 | 2.30 | 3.57 | 8.67 |
Data as of 06/10/2026, Common starting date is 05/23/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPRE (JPMorgan Realty Income ETF) |
1.92%
Jul 2022 – Jul 2025 |
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 |
|---|---|---|---|---|
| JPRE (JPMorgan Realty Income ETF) |
11.04%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart