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
JUSA (J.P. Morgan Exchange-Traded Fund Trust) NA 22.93% NA NA NA NA NA
Data as of 09/26/2023, Common starting date is 07/13/2021
More Performance Analytics Comparison
Name Start Date End Date
JUSA (J.P. Morgan Exchange-Traded Fund Trust) 07/13/2021 09/26/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021
Annualized Return (%) 0.00 22.93 NA NA NA NA NA 16.86 -16.89 9.33
Sharpe Ratio NA 1.17 NA NA NA NA NA 1.56 -0.78 1.58
Standard Deviation(%) NA 16.64 NA NA NA NA NA 12.96 23.56 13.01
Draw Down(%) NA 7.87 NA NA NA NA NA 7.87 22.95 5.18
Yield(%) 0.00 1.63 0.66 0.39 0.20 0.13 0.10 0.00 1.28 0.57
Data as of 09/26/2023, Common starting date is 07/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JUSA (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
JUSA (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