Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCPI (J.P. Morgan Exchange-Traded Fund Trust) | 1.07% | 4.23% | 5.16% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 04/11/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPI (J.P. Morgan Exchange-Traded Fund Trust) | 04/11/2022 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 4.23 | 5.16 | NA | NA | NA | NA | … | … | 1.07 | 7.10 | 4.68 | 5.05 | -5.53 |
| Sharpe Ratio | NA | 0.76 | 0.54 | NA | NA | NA | NA | … | … | 0.17 | 1.06 | 0.30 | 0.30 | -1.48 |
| Standard Deviation(%) | NA | 2.91 | 3.79 | NA | NA | NA | NA | … | … | 3.01 | 3.98 | 3.57 | 4.68 | 6.38 |
| Draw Down(%) | NA | 1.60 | 2.81 | NA | NA | NA | NA | … | … | 1.60 | 2.77 | 2.27 | 4.55 | 7.85 |
| Yield(%) | 0.00 | 3.97 | 3.96 | 3.06 | 1.53 | 1.02 | 0.77 | … | … | 1.64 | 4.06 | 4.01 | 3.49 | 3.02 |
Data as of 06/18/2026, Common starting date is 04/11/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPI (J.P. Morgan Exchange-Traded Fund Trust) |
2.60%
May 2022 – May 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 |
|---|---|---|---|---|
| JCPI (J.P. Morgan Exchange-Traded Fund Trust) |
6.32%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart