Performance analysis of JPUS (JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF)
Annual Return
Over the past 3 years, JPUS has had an average annual return of +15.98%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, JPUS has had an average annual return of +9.41%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, JPUS has had an average annual return of +11.48%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 30, 2015, JPUS has had an average annual return of +11.94%, underperforming the benchmark SPY, which returned +15.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.55% | +11.17% | +13.47% | +10.97% | -8.48% | +29.09% | +7.47% | +25.52% | -6.12% | +20.58% | +11.10% | +6.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.34% | +6% | -4.62% | +5.48% | -0.33% | +0.58% | +11.55% | ||||||
| 2025 | +3.09% | +0.10% | -1.71% | -2.00% | +2.57% | +2.67% | +0.16% | +3.56% | +1.63% | -1.85% | +3.57% | -0.89% | +11.17% |
| 2024 | +0.15% | +4.06% | +4.98% | -4.52% | +3.07% | -0.36% | +5.06% | +2.85% | +1.94% | -1.89% | +5.41% | -7.15% | +13.47% |
| 2023 | +5.06% | -3.36% | -0.26% | +0.49% | -4.27% | +6.94% | +3.06% | -2.15% | -4.16% | -2.75% | +7.44% | +5.50% | +10.97% |
| 2022 | -4.28% | -0.92% | +4.23% | -5.07% | +1.98% | -9.00% | +6.93% | -2.54% | -9.83% | +10% | +5.91% | -4.00% | -8.48% |
| 2021 | -0.37% | +3.40% | +6.31% | +4.05% | +2.28% | -0.06% | +1.69% | +2.39% | -4.14% | +5.52% | -1.52% | +6.85% | +29.09% |
| 2020 | -1.43% | -9.28% | -17.19% | +12.77% | +5.49% | +0.10% | +5.51% | +3.50% | -1.92% | -0.60% | +11.03% | +3.10% | +7.47% |
| 2019 | +8.53% | +3.40% | +0.86% | +2.70% | -6.01% | +6.64% | +1.24% | -1.91% | +2.61% | +0.72% | +2.27% | +2.64% | +25.52% |
| 2018 | +4.08% | -4.11% | -0.67% | +0.16% | +1.22% | +1.05% | +3.19% | +2.13% | +0.10% | -6.25% | +2.12% | -8.48% | -6.12% |
| 2017 | +2.21% | +3.95% | +0.41% | +1.06% | +1.76% | +0.54% | +0.82% | +0.27% | +1.92% | +1.82% | +3.66% | +0.53% | +20.58% |
Drawdown analysis of JPUS (JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF)
The maximum drawdown for the JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current JPUS drawdown is -0.01%.
Since Sep 30, 2015 JPUS has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.69% | Feb 14, 2020 | 25 | Mar 23, 2020 | 163 | Nov 11, 2020 | 188 |
| -19.05% | Apr 20, 2022 | 113 | Sep 30, 2022 | 303 | Dec 14, 2023 | 416 |
| -17.86% | Sep 21, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
| -15.96% | Nov 29, 2024 | 87 | Apr 8, 2025 | 87 | Aug 13, 2025 | 174 |
| -11.74% | Oct 30, 2015 | 54 | Jan 20, 2016 | 40 | Mar 17, 2016 | 94 |
| -9.37% | Jan 26, 2018 | 9 | Feb 8, 2018 | 124 | Aug 7, 2018 | 133 |
| -8.26% | Jan 4, 2022 | 34 | Feb 23, 2022 | 24 | Mar 29, 2022 | 58 |
| -6.90% | Mar 2, 2026 | 14 | Mar 20, 2026 | 19 | Apr 17, 2026 | 33 |
| -6.01% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -5.76% | Jul 26, 2019 | 13 | Aug 14, 2019 | 20 | Sep 12, 2019 | 33 |
| -5.57% | Mar 28, 2024 | 13 | Apr 17, 2024 | 59 | Jul 12, 2024 | 72 |
| -5.38% | Jul 26, 2016 | 71 | Nov 3, 2016 | 23 | Dec 7, 2016 | 94 |
| -5.18% | Nov 16, 2021 | 10 | Dec 1, 2021 | 16 | Dec 23, 2021 | 26 |
| -5.02% | Sep 2, 2021 | 19 | Sep 30, 2021 | 16 | Oct 22, 2021 | 35 |
| -4.43% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -4.26% | Jan 20, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -4.24% | Jun 9, 2016 | 12 | Jun 27, 2016 | 3 | Jun 30, 2016 | 15 |
| -4.00% | Jun 11, 2021 | 5 | Jun 18, 2021 | 15 | Jul 12, 2021 | 20 |
| -3.64% | Feb 24, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |
| -3.63% | Sep 17, 2019 | 15 | Oct 8, 2019 | 13 | Oct 25, 2019 | 28 |
| -3.44% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -3.41% | May 7, 2021 | 3 | May 12, 2021 | 15 | Jun 3, 2021 | 18 |
| -3.38% | Oct 3, 2025 | 34 | Nov 20, 2025 | 3 | Nov 25, 2025 | 37 |
| -3.37% | Oct 16, 2024 | 12 | Nov 1, 2024 | 5 | Nov 8, 2024 | 17 |
| -3.03% | Jul 12, 2021 | 5 | Jul 19, 2021 | 5 | Jul 26, 2021 | 10 |