Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) | 2.38% | 5.42% | 2.58% | 0.43% | NA | NA | NA | 2.21% |
Data as of 06/02/2025, AR inception is 03/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPB (JPMorgan Core Plus Bond ETF) | 03/13/2019 | 06/02/2025 |
| 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 (%) | 0.18 | 5.42 | 2.58 | 0.43 | NA | NA | NA | 2.21 | 2.38 | 2.95 | 7.14 | -12.90 | -0.51 | 9.20 | 6.72 |
| Sharpe Ratio | NA | 0.67 | -0.14 | -0.31 | NA | NA | NA | 0.07 | 0.65 | -0.13 | 0.52 | -2.25 | -0.18 | 1.68 | 2.03 |
| Standard Deviation(%) | NA | 5.18 | 6.15 | 5.32 | NA | NA | NA | 5.27 | 5.44 | 5.22 | 6.71 | 6.39 | 2.99 | 5.31 | 3.45 |
| Draw Down(%) | NA | 4.53 | 8.85 | 16.67 | NA | NA | NA | 16.67 | 2.75 | 3.76 | 6.86 | 16.09 | 3.49 | 6.04 | 2.12 |
| Yield(%) | 0.00 | 5.14 | 4.14 | 3.29 | 2.16 | 1.44 | 1.08 | 3.61 | 2.10 | 5.07 | 4.41 | 2.56 | 2.14 | 3.14 | 3.10 |
Data as of 06/02/2025, AR inception is 03/13/2019
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 |
0.37%
May 2020 - May 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) |
2.92%
Apr 2022 - Apr 2025 |
1.42%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart