Performance analysis of JMSI (JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF)
Annual Return
Over the past 3 years, JMSI has had an average annual return of +3.39%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Jul 17, 2023, JMSI has had an average annual return of +3.44%, underperforming the benchmark SPY, which returned +19.78% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.50% | +4.41% | +2.77% | +2.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.68% | +1.14% | -2.47% | +1.19% | +0.37% | +0.76% | -1.12% | +0.50% | |||||
| 2025 | +0.38% | +1.02% | -1.33% | -0.06% | -0.38% | +0.62% | -0.43% | +0.88% | +2.08% | +1.01% | +0.36% | +0.20% | +4.41% |
| 2024 | -0.07% | +0.28% | +0.12% | -0.79% | +0.18% | +1.33% | +1.11% | +0.41% | +0.89% | -1.02% | +1.31% | -0.99% | +2.77% |
| 2023 | -0.32% | -0.88% | -2.25% | -0.97% | +5.02% | +2.25% | +2.70% |
Drawdown analysis of JMSI (JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF)
The maximum drawdown for the JMSI was -4.57%, occurring on Oct 31, 2023. Recovery took 20 trading sessions.
The current JMSI drawdown is -1.42%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.57% | Jul 21, 2023 | 71 | Oct 31, 2023 | 20 | Nov 29, 2023 | 91 |
| -3.60% | Feb 28, 2025 | 27 | Apr 8, 2025 | 103 | Sep 5, 2025 | 130 |
| -2.98% | Feb 26, 2026 | 18 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -2.08% | Oct 3, 2024 | 24 | Nov 6, 2024 | 17 | Dec 2, 2024 | 41 |
| -2.03% | Dec 4, 2024 | 25 | Jan 13, 2025 | 32 | Feb 28, 2025 | 57 |
| -1.57% | Mar 22, 2024 | 23 | Apr 25, 2024 | 8 | May 7, 2024 | 31 |
| -1.06% | May 15, 2024 | 9 | May 29, 2024 | 6 | Jun 6, 2024 | 15 |
| -0.98% | Jan 8, 2024 | 11 | Jan 24, 2024 | 6 | Feb 1, 2024 | 17 |
| -0.94% | Aug 5, 2024 | 9 | Aug 16, 2024 | 15 | Sep 9, 2024 | 24 |
| -0.82% | Feb 1, 2024 | 8 | Feb 13, 2024 | 14 | Mar 5, 2024 | 22 |
| -0.54% | Nov 11, 2025 | 3 | Nov 14, 2025 | 8 | Nov 26, 2025 | 11 |
| -0.53% | Sep 23, 2025 | 3 | Sep 26, 2025 | 10 | Oct 10, 2025 | 13 |
| -0.43% | Jun 17, 2024 | 10 | Jul 2, 2024 | 2 | Jul 5, 2024 | 12 |
| -0.35% | Jun 6, 2024 | 1 | Jun 7, 2024 | 3 | Jun 12, 2024 | 4 |
| -0.33% | Jan 14, 2026 | 3 | Jan 20, 2026 | 5 | Jan 27, 2026 | 8 |
| -0.27% | Oct 27, 2025 | 3 | Oct 30, 2025 | 8 | Nov 11, 2025 | 11 |
| -0.26% | Nov 26, 2025 | 8 | Dec 9, 2025 | 7 | Dec 18, 2025 | 15 |
| -0.26% | May 8, 2024 | 2 | May 10, 2024 | 3 | May 15, 2024 | 5 |
| -0.25% | Jul 17, 2024 | 5 | Jul 24, 2024 | 4 | Jul 30, 2024 | 9 |
| -0.20% | Mar 11, 2024 | 5 | Mar 18, 2024 | 4 | Mar 22, 2024 | 9 |
| -0.20% | Dec 18, 2025 | 1 | Dec 19, 2025 | 3 | Dec 24, 2025 | 4 |
| -0.19% | Oct 13, 2025 | 1 | Oct 14, 2025 | 1 | Oct 15, 2025 | 2 |
| -0.19% | Jan 7, 2026 | 1 | Jan 8, 2026 | 4 | Jan 14, 2026 | 5 |
| -0.19% | Dec 15, 2023 | 1 | Dec 18, 2023 | 2 | Dec 20, 2023 | 3 |
| -0.18% | Sep 16, 2024 | 4 | Sep 20, 2024 | 7 | Oct 1, 2024 | 11 |