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
JPLD (J.P. Morgan Exchange-Traded Fund Trust) 1.19% 4.53% NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 07/31/2023
More Performance Analytics Comparison
Name Start Date End Date
JPLD (J.P. Morgan Exchange-Traded Fund Trust) 07/31/2023 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 0.21 4.53 NA NA NA NA NA 1.19 6.01 6.49 3.23
Sharpe Ratio NA 1.31 NA NA NA NA NA 0.12 1.75 1.58 1.76
Standard Deviation(%) NA 1.44 NA NA NA NA NA 1.43 1.79 1.81 2.28
Draw Down(%) NA 1.00 NA NA NA NA NA 1.00 1.17 0.71 0.58
Yield(%) 0.00 4.21 4.24 2.54 1.27 0.85 0.64 1.72 4.31 4.55 1.85
Data as of 06/12/2026, Common starting date is 07/31/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPLD (J.P. Morgan Exchange-Traded Fund Trust) 0.00%
NA
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
JPLD (J.P. Morgan Exchange-Traded Fund Trust) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return