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
JMSI (J P Morgan Exchange-Traded Fund Trust – Sustainable Municipal Income Etf Fund) 1.17% 5.98% NA NA NA NA NA
Data as of 06/16/2026, Common starting date is 07/17/2023
More Performance Analytics Comparison
Name Start Date End Date
JMSI (J P Morgan Exchange-Traded Fund Trust – Sustainable Municipal Income Etf Fund) 07/17/2023 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -0.10 5.98 NA NA NA NA NA 1.17 4.40 2.78 2.69
Sharpe Ratio NA 1.03 NA NA NA NA NA -0.04 0.38 -0.26 0.47
Standard Deviation(%) NA 2.89 NA NA NA NA NA 3.29 3.98 3.18 4.58
Draw Down(%) NA 2.99 NA NA NA NA NA 2.99 3.59 2.09 4.57
Yield(%) 0.00 3.73 3.55 2.13 1.06 0.71 0.53 1.50 3.67 3.63 1.80
Data as of 06/16/2026, Common starting date is 07/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMSI (J P Morgan Exchange-Traded Fund Trust – Sustainable Municipal Income Etf Fund) 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
JMSI (J P Morgan Exchange-Traded Fund Trust – Sustainable Municipal Income Etf Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return