Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCTR (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Carbon Transition U.S. Equity ETF) | NA | 16.36% | 24.23% | NA | NA | NA | NA | … | … |
Data as of 10/10/2025, Common starting date is 12/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCTR (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Carbon Transition U.S. Equity ETF) | 12/11/2020 | 10/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.36 | 24.23 | NA | NA | NA | NA | … | … | 13.62 | 24.74 | 27.48 | -18.77 | 29.88 | 2.44 |
| Sharpe Ratio | NA | 0.70 | 1.28 | NA | NA | NA | NA | … | … | 0.73 | 1.62 | 1.82 | -0.84 | 2.31 | 8.14 |
| Standard Deviation(%) | NA | 19.17 | 16.32 | NA | NA | NA | NA | … | … | 20.57 | 13.07 | 13.25 | 24.04 | 12.91 | 7.31 |
| Draw Down(%) | NA | 19.58 | 19.58 | NA | NA | NA | NA | … | … | 19.58 | 8.90 | 10.04 | 24.73 | 5.37 | 0.89 |
| Yield(%) | 0.00 | 1.07 | 1.94 | 1.70 | 0.85 | 0.57 | 0.42 | … | … | 0.69 | 1.30 | 2.36 | 1.21 | 1.47 | 0.13 |
Data as of 10/10/2025, Common starting date is 12/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCTR (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Carbon Transition U.S. Equity ETF) |
8.26%
Apr 2021 – Apr 2024 |
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 |
|---|---|---|---|---|
| JCTR (J.P. Morgan Exchange-Traded Fund Trust – JPMorgan Carbon Transition U.S. Equity ETF) |
24.34%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart