Performance analysis of JPIE (JPMORGAN INCOME ETF)
Annual Return
Over the past 3 years, JPIE has had an average annual return of +6.45%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Nov 2, 2021, JPIE has had an average annual return of +3.42%, underperforming the benchmark SPY, which returned +12.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.82% | +7.39% | +6.32% | +7.07% | -6.13% | +0.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.42% | +0.62% | -0.63% | +0.62% | +0.50% | +0.21% | +0.06% | +1.82% | |||||
| 2025 | +0.85% | +0.86% | +0.23% | +0.38% | +0.50% | +1.08% | +0.20% | +1.25% | +0.19% | +0.48% | +0.61% | +0.55% | +7.39% |
| 2024 | +0.57% | -0.57% | +0.93% | -0.60% | +1.26% | +0.70% | +1.43% | +1.05% | +1.10% | -0.63% | +0.68% | +0.26% | +6.32% |
| 2023 | +2.27% | -1.50% | +1.62% | +0.77% | -0.66% | -0.02% | +0.58% | -0.30% | -0.69% | -0.17% | +2.59% | +2.46% | +7.07% |
| 2022 | -1.25% | -0.75% | -2.02% | -0.43% | -0.10% | -3.08% | +3% | -1.67% | -3.48% | +0.83% | +2.40% | +0.45% | -6.13% |
| 2021 | -0.76% | +1.07% | +0.30% |
Drawdown analysis of JPIE (JPMORGAN INCOME ETF)
The maximum drawdown for the JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 293 trading sessions.
The current JPIE drawdown is -0.14%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.97% | Dec 30, 2021 | 203 | Oct 20, 2022 | 293 | Dec 20, 2023 | 496 |
| -1.72% | Apr 2, 2025 | 7 | Apr 11, 2025 | 9 | Apr 25, 2025 | 16 |
| -1.22% | Nov 8, 2021 | 13 | Nov 26, 2021 | 22 | Dec 29, 2021 | 35 |
| -1.14% | Feb 27, 2026 | 19 | Mar 26, 2026 | 12 | Apr 14, 2026 | 31 |
| -1.13% | Mar 28, 2024 | 13 | Apr 17, 2024 | 12 | May 3, 2024 | 25 |
| -0.92% | Oct 1, 2024 | 23 | Nov 1, 2024 | 22 | Dec 4, 2024 | 45 |
| -0.84% | Feb 1, 2024 | 9 | Feb 14, 2024 | 16 | Mar 8, 2024 | 25 |
| -0.81% | Dec 29, 2023 | 4 | Jan 5, 2024 | 5 | Jan 12, 2024 | 9 |
| -0.69% | Dec 23, 2024 | 11 | Jan 10, 2025 | 5 | Jan 17, 2025 | 16 |
| -0.68% | Jan 12, 2024 | 3 | Jan 18, 2024 | 7 | Jan 29, 2024 | 10 |
| -0.60% | May 8, 2026 | 7 | May 19, 2026 | 6 | May 28, 2026 | 13 |
| -0.48% | Dec 9, 2024 | 8 | Dec 19, 2024 | 2 | Dec 23, 2024 | 10 |
| -0.46% | May 15, 2024 | 9 | May 29, 2024 | 2 | May 31, 2024 | 11 |
| -0.42% | Mar 8, 2024 | 5 | Mar 15, 2024 | 5 | Mar 22, 2024 | 10 |
| -0.37% | Jan 21, 2025 | 2 | Jan 23, 2025 | 6 | Jan 31, 2025 | 8 |
| -0.36% | Apr 17, 2026 | 8 | Apr 29, 2026 | 5 | May 6, 2026 | 13 |
| -0.35% | Jun 16, 2026 | 3 | Jun 22, 2026 | 5 | Jun 29, 2026 | 8 |
| -0.32% | Jul 6, 2026 | 5 | Jul 13, 2026 | 2 | Jul 15, 2026 | 7 |
| -0.30% | Feb 5, 2025 | 5 | Feb 12, 2025 | 2 | Feb 14, 2025 | 7 |
| -0.26% | Apr 30, 2025 | 6 | May 8, 2025 | 6 | May 16, 2025 | 12 |
| -0.26% | Jun 4, 2025 | 2 | Jun 6, 2025 | 4 | Jun 12, 2025 | 6 |
| -0.26% | Dec 3, 2025 | 4 | Dec 9, 2025 | 4 | Dec 15, 2025 | 8 |
| -0.26% | Jun 2, 2026 | 4 | Jun 8, 2026 | 3 | Jun 11, 2026 | 7 |
| -0.24% | Jun 6, 2024 | 2 | Jun 10, 2024 | 2 | Jun 12, 2024 | 4 |
| -0.24% | Oct 28, 2025 | 2 | Oct 30, 2025 | 8 | Nov 11, 2025 | 10 |