Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPSE (JPMorgan Diversified Return U.S. Small Cap Equity ETF) | 14.51% | 31.00% | 15.55% | 6.76% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/17/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPSE (JPMorgan Diversified Return U.S. Small Cap Equity ETF) | 11/17/2016 | 06/05/2026 |
| 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 31.00 | 15.55 | 6.76 | NA | NA | NA | … | … | 14.51 | 8.76 | 8.06 | 15.88 | -14.40 | 29.32 | 12.44 | 22.93 | -8.59 | 14.38 | 3.67 |
| Sharpe Ratio | NA | 1.90 | 0.70 | 0.24 | NA | NA | NA | … | … | 2.44 | 0.30 | 0.24 | 0.68 | -0.63 | 1.42 | 0.29 | 1.47 | -0.63 | 1.25 | 2.83 |
| Standard Deviation(%) | NA | 15.95 | 18.59 | 20.06 | NA | NA | NA | … | … | 16.15 | 19.87 | 18.60 | 18.23 | 25.22 | 20.66 | 41.44 | 14.62 | 15.94 | 11.04 | 12.87 |
| Draw Down(%) | NA | 8.01 | 25.49 | 25.56 | NA | NA | NA | … | … | 8.01 | 21.08 | 9.32 | 14.25 | 23.97 | 9.26 | 43.02 | 8.82 | 23.26 | 4.66 | 1.95 |
| Yield(%) | 0.00 | 1.79 | 2.03 | 1.59 | 2.01 | 1.34 | 1.00 | … | … | 0.17 | 1.73 | 1.77 | 2.01 | 1.29 | 1.59 | 1.46 | 1.49 | 1.06 | 0.84 | 0.15 |
Data as of 06/05/2026, Common starting date is 11/17/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSE (JPMorgan Diversified Return U.S. Small Cap Equity ETF) |
-5.86%
Mar 2017 – Mar 2020 |
5.38%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSE (JPMorgan Diversified Return U.S. Small Cap Equity ETF) |
24.53%
Mar 2020 – Mar 2023 |
16.97%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart