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JPST: JPMorgan Ultra-Short Income ETF (STOCK)
Basic Info 50.39 0.01(0.02%) May 20
Asset Class: | ULTRASHORT BOND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/19/2017 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 5.17% |
Expenses | - |
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Performance Analytics (As of 05/20/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 05/19/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 2.1 | 5.7 | 2.8 | 2.5 | 2.5 | 5.1 | 1.1 | 0.1 | 2.2 | 3.3 | 2.2 | 1.0 |
Sharpe Ratio | NA | 4.01 | 3.36 | 0.75 | 0.76 | 0.95 | 1.37 | -0.43 | 0.26 | 0.82 | 4.35 | 2.08 | 1.34 |
Draw Down(%) | NA | 0.1 | 0.2 | 0.8 | 3.3 | 3.3 | 0.3 | 0.6 | 0.3 | 3.3 | 0.1 | 0.1 | 0.3 |
Standard Deviation(%) | NA | 0.5 | 0.5 | 0.6 | 1.2 | 1.0 | 0.6 | 0.6 | 0.3 | 2.4 | 0.4 | 0.4 | 0.7 |
Treynor Ratio | NA | 0.19 | 0.15 | 0.04 | 0.1 | 0.11 | 0.08 | -0.03 | 0.03 | 1.36 | 0.26 | 0.21 | 0.09 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.1 | 0.12 | 0.1 | 0.09 | 0.09 | 0.12 | 0.08 | 0.03 | 0.01 | 0.07 | 0.04 | 0.1 |
RSquared | NA | 0.33 | 0.41 | 0.27 | 0.04 | 0.04 | 0.41 | 0.17 | 0.01 | 0.0 | 0.09 | 0.02 | 0.02 |
Yield(%) | N/A | 1.8 | 5.2 | 2.9 | 2.5 | N/A | 4.8 | 1.8 | 0.7 | 1.4 | 2.7 | 2.1 | 1.0 |
Dividend Growth(%) | N/A | -63.5 | 72.9 | 49.6 | N/A | N/A | 164.8 | 152.8 | -50.7 | -45.9 | 28.6 | 118.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2017
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