Performance analysis of JUSA (JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF)
Annual Return
Over the past 3 years, JUSA has had an average annual return of +11.96%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Jul 8, 2021, JUSA has had an average annual return of +7.71%, underperforming the benchmark SPY, which returned +13.59% annual.
| 2026 | 2025 | 2023 | 2022 | 2021 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.96% | +21.63% | +16.86% | -16.89% | +10.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.43% | -0.93% | -4.85% | +10.33% | +4.67% | -0.41% | +9.96% | ||||||
| 2025 | -0.77% | -0.83% | +6.31% | +5.26% | +2.04% | +1.87% | +3.33% | +2.38% | +0.22% | +0.23% | +21.63% | ||
| 2023 | +5.88% | -2.03% | +2.47% | +1.53% | +0.70% | +6.49% | +3.30% | -1.53% | -0.75% | +16.86% | |||
| 2022 | -4.98% | -2.39% | +3.66% | -9.23% | +0.42% | -8.33% | +9.46% | -3.47% | -8.53% | +7.61% | +5.64% | -5.83% | -16.89% |
| 2021 | +2.31% | +2.73% | -4.59% | +7.32% | -1.15% | +4.20% | +10.85% |
Drawdown analysis of JUSA (JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF)
The maximum drawdown for the JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 280 trading sessions.
The current JUSA drawdown is -0.76%.
Since Jul 8, 2021 JUSA has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.96% | Jan 4, 2022 | 186 | Sep 30, 2022 | 280 | May 13, 2025 | 466 |
| -8.93% | Feb 2, 2026 | 39 | Mar 30, 2026 | 10 | Apr 14, 2026 | 49 |
| -5.18% | Aug 30, 2021 | 24 | Oct 4, 2021 | 11 | Oct 19, 2021 | 35 |
| -4.93% | Oct 29, 2025 | 16 | Nov 20, 2025 | 13 | Dec 10, 2025 | 29 |
| -4.27% | Nov 18, 2021 | 8 | Dec 1, 2021 | 17 | Dec 27, 2021 | 25 |
| -3.22% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.87% | Oct 8, 2025 | 2 | Oct 10, 2025 | 7 | Oct 21, 2025 | 9 |
| -2.83% | May 19, 2025 | 4 | May 23, 2025 | 6 | Jun 3, 2025 | 10 |
| -2.74% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -2.73% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.38% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -1.95% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.82% | Aug 16, 2021 | 3 | Aug 19, 2021 | 3 | Aug 24, 2021 | 6 |
| -1.46% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.43% | Aug 14, 2025 | 5 | Aug 21, 2025 | 1 | Aug 22, 2025 | 6 |
| -1.34% | Aug 28, 2025 | 2 | Sep 2, 2025 | 5 | Sep 9, 2025 | 7 |
| -1.24% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.16% | Nov 8, 2021 | 2 | Nov 10, 2021 | 4 | Nov 16, 2021 | 6 |
| -1.12% | Dec 24, 2025 | 4 | Dec 31, 2025 | 3 | Jan 6, 2026 | 7 |
| -0.91% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -0.82% | Jul 3, 2025 | 2 | Jul 8, 2025 | 2 | Jul 10, 2025 | 4 |
| -0.76% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.65% | Oct 21, 2025 | 1 | Oct 22, 2025 | 2 | Oct 24, 2025 | 3 |
| -0.64% | Dec 29, 2021 | 2 | Dec 31, 2021 | 2 | Jan 4, 2022 | 4 |
| -0.62% | Jul 29, 2021 | 2 | Aug 2, 2021 | 1 | Aug 3, 2021 | 3 |