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
JPST (JPMorgan Ultra-Short Income ETF) 1.68% 4.60% 5.25% 3.67% NA NA NA
Data as of 06/05/2026, Common starting date is 05/19/2017
More Performance Analytics Comparison
Name Start Date End Date
JPST (JPMorgan Ultra-Short Income ETF) 05/19/2017 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
Annualized Return (%) 0.25 4.60 5.25 3.67 NA NA NA 1.68 4.99 5.58 5.13 1.14 0.11 2.18 3.34 2.23 1.00
Sharpe Ratio NA 3.30 3.56 1.90 NA NA NA 1.92 3.50 3.78 2.30 -0.51 0.25 0.81 4.20 1.93 1.29
Standard Deviation(%) NA 0.54 0.55 0.57 NA NA NA 0.53 0.60 0.52 0.65 0.57 0.34 2.36 0.44 0.44 0.67
Draw Down(%) NA 0.15 0.30 0.79 NA NA NA 0.15 0.30 0.10 0.28 0.58 0.29 3.28 0.08 0.12 0.28
Yield(%) 0.33 4.26 4.81 3.64 2.60 1.73 1.30 1.69 4.45 5.18 4.81 1.81 0.73 1.44 2.70 2.07 0.96
Data as of 06/05/2026, Common starting date is 05/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPST (JPMorgan Ultra-Short Income ETF) 0.91%
Oct 2019 – Oct 2022
1.62%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPST (JPMorgan Ultra-Short Income ETF) 5.35%
Oct 2022 – Oct 2025
3.62%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return