Performance analysis of JCTR (JPMORGAN CARBON TRANSITION U.S. EQUITY ETF)
Annual Return
Over the past 3 years, JCTR has had an average annual return of +22.37%, underperforming the benchmark SPY, which returned +22.96% annual.
Over the past 5 years, JCTR has had an average annual return of +12.66%, underperforming the benchmark SPY, which returned +12.86% annual.
Since Dec 10, 2020, JCTR has had an average annual return of +14.81%, underperforming the benchmark SPY, which returned +14.97% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.54% | +24.73% | +27.51% | -18.77% | +29.84% | +2.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +3.04% | -1.95% | -5.87% | -0.18% | +6% | +4.75% | +1.86% | +1.81% | +3.46% | +0.41% | +13.54% | ||
| 2024 | +1.87% | +5.35% | +2.78% | -4.28% | +4.14% | +3.95% | +1.04% | +2.55% | +2.12% | -0.79% | +6.66% | -2.55% | +24.73% |
| 2023 | +6.46% | -2.16% | +3.64% | +0.99% | +0.95% | +6.51% | +3.13% | -1.20% | -4.77% | -2.45% | +9.67% | +4.79% | +27.51% |
| 2022 | -5.09% | -3.73% | +3.73% | -8.98% | +0.08% | -8.41% | +9.85% | -3.75% | -9.10% | +7.97% | +5.09% | -5.79% | -18.77% |
| 2021 | -0.45% | +2.47% | +4.42% | +5.09% | +0.91% | +2.52% | +2.43% | +3.02% | -4.69% | +7.34% | -0.58% | +4.46% | +29.84% |
| 2020 | +2.11% | +2.11% |
Drawdown analysis of JCTR (JPMORGAN CARBON TRANSITION U.S. EQUITY ETF)
The maximum drawdown for the JCTR was -24.76%, occurring on Oct 12, 2022. Recovery took 293 trading sessions.
The current JCTR drawdown is -0.07%.
Since Dec 10, 2020 JCTR has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.76% | Dec 29, 2021 | 198 | Oct 12, 2022 | 293 | Dec 12, 2023 | 491 |
| -19.58% | Feb 19, 2025 | 34 | Apr 8, 2025 | 56 | Jun 30, 2025 | 90 |
| -8.91% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -5.77% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.38% | Sep 3, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -4.60% | Dec 6, 2024 | 22 | Jan 10, 2025 | 8 | Jan 23, 2025 | 30 |
| -4.44% | Feb 12, 2021 | 13 | Mar 4, 2021 | 5 | Mar 11, 2021 | 18 |
| -4.18% | Nov 16, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -4.00% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -3.43% | Jan 21, 2021 | 6 | Jan 29, 2021 | 4 | Feb 4, 2021 | 10 |
| -3.08% | Dec 10, 2021 | 6 | Dec 20, 2021 | 3 | Dec 23, 2021 | 9 |
| -2.94% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.81% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.37% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -2.24% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.20% | Dec 28, 2023 | 4 | Jan 4, 2024 | 10 | Jan 19, 2024 | 14 |
| -1.95% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.90% | Mar 17, 2021 | 5 | Mar 24, 2021 | 2 | Mar 26, 2021 | 7 |
| -1.89% | Jun 14, 2021 | 4 | Jun 18, 2021 | 4 | Jun 24, 2021 | 8 |
| -1.82% | Jan 23, 2025 | 2 | Jan 27, 2025 | 13 | Feb 13, 2025 | 15 |
| -1.77% | Aug 16, 2021 | 3 | Aug 19, 2021 | 2 | Aug 23, 2021 | 5 |
| -1.63% | Aug 13, 2025 | 6 | Aug 21, 2025 | 4 | Aug 27, 2025 | 10 |
| -1.60% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.51% | Feb 9, 2024 | 2 | Feb 13, 2024 | 2 | Feb 15, 2024 | 4 |
| -1.50% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |