Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JPRE (JPMorgan Realty Income ETF) | -0.37% | 15.08% | NA | NA | NA | NA | NA | 4.55% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPRE (JPMorgan Realty Income ETF) | 05/23/2022 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 05/23/2022.
AR inception is since 05/23/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.96 | 15.08 | NA | NA | NA | NA | NA | 4.55 | -0.37 | 7.42 | 13.42 | -9.96 |
| Sharpe Ratio | NA | 0.52 | NA | NA | NA | NA | NA | -0.08 | -0.27 | 0.05 | 0.48 | -0.71 |
| Standard Deviation(%) | NA | 17.44 | NA | NA | NA | NA | NA | 19.86 | 23.00 | 15.31 | 19.26 | 25.20 |
| Draw Down(%) | NA | 16.27 | NA | NA | NA | NA | NA | 23.84 | 14.05 | 10.64 | 18.70 | 23.84 |
| Yield(%) | 0.00 | 2.62 | 4.70 | 2.82 | 1.41 | 0.94 | 0.70 | 7.05 | 0.46 | 2.30 | 3.57 | 8.67 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPRE (JPMorgan Realty Income ETF) |
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 |
|---|---|---|---|---|
| JPRE (JPMorgan Realty Income ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart