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
JMUB (J.P. Morgan Exchange-Traded Fund Trust) 1.26% 5.69% 3.71% 1.12% NA NA NA
Data as of 06/15/2026, Common starting date is 10/31/2018
More Performance Analytics Comparison
Name Start Date End Date
JMUB (J.P. Morgan Exchange-Traded Fund Trust) 10/31/2018 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -0.04 5.69 3.71 1.12 NA NA NA 1.26 4.34 1.88 5.97 -7.42 1.58 4.99 8.38 2.80
Sharpe Ratio NA 1.17 0.15 -0.43 NA NA NA 0.02 0.42 -0.57 0.63 -2.20 1.05 0.57 3.94 5.88
Standard Deviation(%) NA 2.39 3.29 3.33 NA NA NA 2.76 3.45 3.04 3.71 4.04 1.49 8.28 1.75 2.93
Draw Down(%) NA 2.55 4.80 12.05 NA NA NA 2.55 4.02 2.18 5.06 11.66 2.18 12.51 1.36 0.30
Yield(%) 0.00 3.67 3.49 2.77 2.28 1.52 1.14 1.49 3.54 3.44 3.27 1.96 1.93 2.18 3.82 0.46
Data as of 06/15/2026, Common starting date is 10/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMUB (J.P. Morgan Exchange-Traded Fund Trust) -1.89%
Oct 2020 – Oct 2023
0.61%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMUB (J.P. Morgan Exchange-Traded Fund Trust) 5.54%
Oct 2022 – Oct 2025
2.54%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return