Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPWD (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Social Advancement ETF) | NA | 13.84% | NA | NA | NA | NA | NA | … | … |
Data as of 01/04/2024, Common starting date is 09/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPWD (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Social Advancement ETF) | 09/08/2022 | 01/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.84 | NA | NA | NA | NA | NA | … | … | 0.00 | 15.09 | 2.49 |
| Sharpe Ratio | NA | 0.80 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.92 | 0.25 |
| Standard Deviation(%) | NA | 11.92 | NA | NA | NA | NA | NA | … | … | NA | 11.99 | 21.75 |
| Draw Down(%) | NA | 10.81 | NA | NA | NA | NA | NA | … | … | 0.00 | 10.81 | 11.28 |
| Yield(%) | 0.00 | 0.00 | 0.19 | 0.11 | 0.06 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.56 |
Data as of 01/04/2024, Common starting date is 09/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPWD (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Social Advancement 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 |
|---|---|---|---|---|
| UPWD (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Social Advancement ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart