Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMEE (JPMorgan Small & Mid Cap Enhanced Equity ETF) | 14.76% | 27.45% | 15.99% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMEE (JPMorgan Small & Mid Cap Enhanced Equity ETF) | 05/09/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 27.45 | 15.99 | NA | NA | NA | NA | … | … | 14.76 | 10.01 | 13.65 | 18.12 | 1.37 |
| Sharpe Ratio | NA | 1.71 | 0.78 | NA | NA | NA | NA | … | … | 2.14 | 0.35 | 0.61 | 0.84 | 0.00 |
| Standard Deviation(%) | NA | 16.02 | 18.08 | NA | NA | NA | NA | … | … | 16.84 | 21.05 | 16.54 | 17.40 | 25.32 |
| Draw Down(%) | NA | 8.24 | 25.40 | NA | NA | NA | NA | … | … | 8.24 | 22.88 | 8.73 | 13.74 | 16.61 |
| Yield(%) | 0.00 | 1.24 | 1.34 | 2.08 | 1.04 | 0.69 | 0.52 | … | … | 0.00 | 1.20 | 1.08 | 1.46 | 6.31 |
Data as of 06/10/2026, Common starting date is 05/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMEE (JPMorgan Small & Mid Cap Enhanced Equity ETF) |
8.90%
Jul 2022 – Jul 2025 |
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 |
|---|---|---|---|---|
| JMEE (JPMorgan Small & Mid Cap Enhanced Equity ETF) |
18.73%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart