Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAGG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) | 0.47% | 5.38% | 4.03% | 0.11% | NA | NA | NA | … | … |
Data as of 05/29/2026, Common starting date is 12/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAGG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) | 12/14/2018 | 05/29/2026 |
| 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 (%) | 0.77 | 5.38 | 4.03 | 0.11 | NA | NA | NA | … | … | 0.47 | 7.27 | 1.26 | 5.41 | -13.26 | -1.79 | 12.43 | 8.31 | 0.82 |
| Sharpe Ratio | NA | 0.72 | 0.17 | -0.41 | NA | NA | NA | … | … | -0.43 | 0.97 | -0.43 | 0.24 | -1.96 | -0.53 | 0.06 | 1.81 | 5.86 |
| Standard Deviation(%) | NA | 3.93 | 5.46 | 5.93 | NA | NA | NA | … | … | 4.25 | 4.56 | 5.44 | 7.35 | 7.52 | 3.39 | 195.97 | 3.77 | 3.59 |
| Draw Down(%) | NA | 2.78 | 6.18 | 18.06 | NA | NA | NA | … | … | 2.78 | 2.61 | 4.16 | 7.43 | 16.79 | 3.74 | 76.07 | 2.18 | 0.43 |
| Yield(%) | 0.00 | 4.35 | 4.14 | 2.89 | 3.70 | 2.46 | 1.85 | … | … | 1.40 | 4.40 | 4.14 | 3.64 | 1.91 | 2.47 | 2.02 | 3.06 | 0.00 |
Data as of 05/29/2026, Common starting date is 12/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAGG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) |
-3.72%
Apr 2021 – Apr 2024 |
-0.50%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAGG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) |
56.68%
Jan 2020 – Jan 2023 |
32.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart