Performance analysis of JAVA (JPMORGAN ACTIVE VALUE ETF)
Annual Return
Over the past 3 years, JAVA has had an average annual return of +15.19%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Oct 5, 2021, JAVA has had an average annual return of +11.96%, underperforming the benchmark SPY, which returned +13.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.40% | +14.92% | +15.51% | +10.45% | -0.88% | +5.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.53% | +1.24% | -5.23% | +6.35% | +1.58% | +2.76% | +0.96% | +12.40% | |||||
| 2025 | +4.46% | -0.14% | -3.52% | -3.02% | +2.16% | +4.45% | +0.26% | +3.55% | +1.78% | +0.57% | +2.84% | +0.98% | +14.92% |
| 2024 | -0.10% | +2.88% | +5.04% | -3.39% | +3.37% | -0.50% | +4.28% | +2.25% | +1.81% | -0.04% | +7.04% | -7.30% | +15.51% |
| 2023 | +5.31% | -3.16% | -1.18% | +1.94% | -4.38% | +6.41% | +3.60% | -3.13% | -3.50% | -3.40% | +6.97% | +5.57% | +10.45% |
| 2022 | +0.49% | +0.76% | +2.04% | -5.79% | +2.77% | -8.37% | +5.69% | -1.70% | -7.40% | +10.87% | +6.03% | -4.39% | -0.88% |
| 2021 | +2.78% | -4.00% | +6.64% | +5.22% |
Drawdown analysis of JAVA (JPMORGAN ACTIVE VALUE ETF)
The maximum drawdown for the JAVA was -16.55%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.
The current JAVA drawdown is -0.85%.
Since Oct 5, 2021 JAVA has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.55% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -16.05% | Mar 29, 2022 | 128 | Sep 30, 2022 | 198 | Jul 18, 2023 | 326 |
| -11.36% | Jul 24, 2023 | 68 | Oct 27, 2023 | 32 | Dec 13, 2023 | 100 |
| -8.30% | Feb 6, 2026 | 35 | Mar 30, 2026 | 26 | May 6, 2026 | 61 |
| -7.08% | Nov 8, 2021 | 16 | Dec 1, 2021 | 19 | Dec 29, 2021 | 35 |
| -6.89% | Feb 9, 2022 | 18 | Mar 8, 2022 | 13 | Mar 25, 2022 | 31 |
| -5.07% | Jul 17, 2024 | 13 | Aug 5, 2024 | 10 | Aug 19, 2024 | 23 |
| -5.03% | Mar 28, 2024 | 13 | Apr 17, 2024 | 19 | May 14, 2024 | 32 |
| -4.77% | Jan 14, 2022 | 8 | Jan 27, 2022 | 9 | Feb 9, 2022 | 17 |
| -4.17% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.32% | Oct 3, 2025 | 5 | Oct 10, 2025 | 9 | Oct 23, 2025 | 14 |
| -3.14% | May 17, 2024 | 7 | May 29, 2024 | 29 | Jul 11, 2024 | 36 |
| -2.92% | Aug 30, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
| -2.54% | Dec 28, 2023 | 12 | Jan 17, 2024 | 7 | Jan 26, 2024 | 19 |
| -2.48% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.17% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -1.84% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -1.76% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -1.75% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.61% | Oct 27, 2025 | 6 | Nov 4, 2025 | 5 | Nov 11, 2025 | 11 |
| -1.60% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.56% | Oct 26, 2021 | 1 | Oct 27, 2021 | 5 | Nov 3, 2021 | 6 |
| -1.54% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.49% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.32% | Dec 26, 2025 | 3 | Dec 31, 2025 | 2 | Jan 5, 2026 | 5 |