Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) | 1.64% | 7.13% | 2.09% | 0.24% | NA | NA | NA | 2.09% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) | 03/13/2019 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 03/13/2019.
AR inception is since 03/13/2019.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 7.13 | 2.09 | 0.24 | NA | NA | NA | 2.09 | 1.64 | 2.95 | 7.14 | -12.90 | -0.51 | 9.20 | 6.72 |
| Sharpe Ratio | NA | -7.67 | -41.76 | -46.51 | NA | NA | NA | -7.76 | 2.48 | -69.79 | 43.33 | -224.32 | -17.71 | 168.26 | 204.66 |
| Standard Deviation(%) | NA | 5.12 | 6.17 | 5.27 | NA | NA | NA | 5.27 | 5.47 | 5.22 | 6.71 | 6.39 | 2.99 | 5.31 | 3.45 |
| Draw Down(%) | NA | 4.53 | 9.08 | 16.67 | NA | NA | NA | 16.67 | 2.75 | 3.76 | 6.86 | 16.09 | 3.49 | 6.04 | 2.12 |
| Yield(%) | 0.00 | 5.22 | 4.10 | 3.25 | 2.12 | 1.41 | 1.06 | 3.54 | 1.23 | 5.07 | 4.41 | 2.56 | 2.14 | 3.14 | 3.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) |
-4.55%
Oct 2020 - Oct 2023 |
0.59%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) |
1.55%
Mar 2022 - Mar 2025 |
1.42%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart