Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JMST (JPMorgan Ultra-Short Municipal Income ETF) 0.82% 2.78% 3.33% 2.24% NA NA NA
Data as of 06/04/2026, Common starting date is 10/18/2018
More Performance Analytics Comparison
Name Start Date End Date
JMST (JPMorgan Ultra-Short Municipal Income ETF) 10/18/2018 06/04/2026
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 (%) -0.04 2.78 3.33 2.24 NA NA NA 0.82 3.35 3.31 3.60 0.07 0.29 2.00 2.09 0.76
Sharpe Ratio NA 0.48 0.19 -0.32 NA NA NA -0.50 0.56 -0.44 -0.07 -1.26 0.58 0.70 1.73 3.87
Standard Deviation(%) NA 0.60 0.77 0.83 NA NA NA 0.58 0.84 0.71 0.89 1.07 0.46 2.50 0.36 0.59
Draw Down(%) NA 0.25 0.71 1.15 NA NA NA 0.20 0.71 0.18 0.32 1.13 0.19 2.41 0.18 0.11
Yield(%) 0.00 2.46 3.00 2.25 1.45 0.97 0.73 0.86 2.85 3.32 3.10 1.09 0.27 0.88 1.63 0.34
Data as of 06/04/2026, Common starting date is 10/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMST (JPMorgan Ultra-Short Municipal Income ETF) 0.59%
Sep 2019 – Sep 2022
1.56%
Nov 2018 – Nov 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMST (JPMorgan Ultra-Short Municipal Income ETF) 3.55%
Sep 2022 – Sep 2025
2.26%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return