Performance analysis of JPSV (JPMORGAN ACTIVE SMALL CAP VALUE ETF)
Annual Return
Over the past 3 years, JPSV has had an average annual return of +11.95%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Mar 8, 2023, JPSV has had an average annual return of +9.50%, underperforming the benchmark SPY, which returned +23.61% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.76% | +0.64% | +8.72% | +9.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.81% | +0.77% | -4.02% | +7.43% | +2.16% | +0.45% | +11.76% | ||||||
| 2025 | +1.53% | -2.49% | -4.29% | -4.20% | +4.24% | +1.83% | -0.52% | +6.98% | -2.12% | -3.31% | +4.05% | -0.35% | +0.64% |
| 2024 | -3.54% | +2.56% | +4.49% | -4.47% | +3.16% | -1.10% | +11.30% | -2.05% | +0% | -2.16% | +9.34% | -7.47% | +8.72% |
| 2023 | -3.91% | -2.77% | -2.00% | +7.40% | +4.93% | -2.16% | -4.22% | -3.28% | +6.62% | +10.01% | +9.70% |
Drawdown analysis of JPSV (JPMORGAN ACTIVE SMALL CAP VALUE ETF)
The maximum drawdown for the JPSV was -22.78%, occurring on Apr 8, 2025. Recovery took 209 trading sessions.
The current JPSV drawdown is -0.10%.
Since Mar 8, 2023 JPSV has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.78% | Nov 25, 2024 | 90 | Apr 8, 2025 | 209 | Feb 6, 2026 | 299 |
| -11.02% | Aug 7, 2023 | 58 | Oct 27, 2023 | 32 | Dec 13, 2023 | 90 |
| -9.34% | Mar 8, 2023 | 40 | May 4, 2023 | 47 | Jul 13, 2023 | 87 |
| -9.03% | Feb 6, 2026 | 29 | Mar 20, 2026 | 19 | Apr 17, 2026 | 48 |
| -8.80% | Jul 31, 2024 | 5 | Aug 7, 2024 | 64 | Nov 6, 2024 | 69 |
| -6.75% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -6.15% | Dec 26, 2023 | 14 | Jan 17, 2024 | 45 | Mar 21, 2024 | 59 |
| -5.28% | May 15, 2024 | 21 | Jun 14, 2024 | 17 | Jul 11, 2024 | 38 |
| -3.12% | Nov 11, 2024 | 6 | Nov 19, 2024 | 4 | Nov 25, 2024 | 10 |
| -2.57% | May 8, 2026 | 5 | May 15, 2026 | 5 | May 22, 2026 | 10 |
| -2.33% | Jul 17, 2024 | 2 | Jul 19, 2024 | 4 | Jul 25, 2024 | 6 |
| -2.00% | Apr 20, 2026 | 10 | May 4, 2026 | 4 | May 8, 2026 | 14 |
| -1.47% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -1.20% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -1.08% | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 | Nov 11, 2024 | 3 |
| -0.98% | Jul 26, 2023 | 1 | Jul 27, 2023 | 2 | Jul 31, 2023 | 3 |
| -0.80% | Dec 14, 2023 | 1 | Dec 15, 2023 | 2 | Dec 19, 2023 | 3 |
| -0.79% | May 27, 2026 | 3 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -0.67% | Jul 13, 2023 | 1 | Jul 14, 2023 | 1 | Jul 17, 2023 | 2 |
| -0.59% | Jul 26, 2024 | 1 | Jul 29, 2024 | 1 | Jul 30, 2024 | 2 |
| -0.55% | Jul 31, 2023 | 2 | Aug 2, 2023 | 3 | Aug 7, 2023 | 5 |
| -0.49% | Jul 19, 2023 | 2 | Jul 21, 2023 | 1 | Jul 24, 2023 | 3 |
| -0.09% | Jul 24, 2023 | 1 | Jul 25, 2023 | 1 | Jul 26, 2023 | 2 |