Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDIV (JPMorgan U.S. Dividend ETF) | NA | 2.48% | 9.83% | NA | NA | NA | NA | … | … |
Data as of 09/14/2022, Common starting date is 11/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDIV (JPMorgan U.S. Dividend ETF) | 11/09/2017 | 09/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.48 | 9.83 | NA | NA | NA | NA | … | … | -4.39 | 29.28 | 1.81 | 24.15 | -6.88 | 4.67 |
| Sharpe Ratio | NA | 0.12 | 0.38 | NA | NA | NA | NA | … | … | -0.41 | 2.19 | 0.04 | 2.14 | -0.65 | 8.26 |
| Standard Deviation(%) | NA | 16.03 | 24.83 | NA | NA | NA | NA | … | … | 17.20 | 13.35 | 37.97 | 10.59 | 12.73 | 4.76 |
| Draw Down(%) | NA | 14.62 | 42.19 | NA | NA | NA | NA | … | … | 14.62 | 6.15 | 42.19 | 6.10 | 15.06 | 0.38 |
| Yield(%) | 0.00 | 2.61 | 3.42 | 3.45 | 1.73 | 1.15 | 0.86 | … | … | 1.04 | 2.60 | 4.39 | 3.92 | 3.70 | 0.67 |
Data as of 09/14/2022, Common starting date is 11/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDIV (JPMorgan U.S. Dividend ETF) |
4.96%
Jan 2018 – Jan 2021 |
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 |
|---|---|---|---|---|
| JDIV (JPMorgan U.S. Dividend ETF) |
17.78%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart