J.P. Morgan Exchange-Traded Fund ETF (JBND) Performance
JBND total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.0% since Dec 31, 2025
- 1 year
- −0.7% total return
- 3 years
- +6.2% a year
- Since first price
- +5.9% a year since 2023
JBND trailing returns vs AGG, TLT, SPY
| Period | JBND total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.3% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.5% | −1.7% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.6% | −3.8% | −1.5% | −3.8% | +7.8% |
| YTD | −1.0% | −4.3% | −1.0% | −3.4% | +12.3% |
| 1 year | −0.7% | −5.0% | −1.1% | −6.9% | +14.4% |
| 3 years | +19.9%+6.2%/yr | +4.9% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 12, 2023 | +19.1%+5.9%/yr | +4.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: JBND vs AGG
From Oct 12, 2023: JBND grew to $11,912, AGG to $11,548.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JBND returns by calendar year
2 of 2 full years positive. Best 2025 (+8.2%), worst 2024 (+3.2%). 2026 is year to date.
JBND annual returns table
| Year | JBND | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.0% | −4.7% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.2% | −2.6% | +7.2% | +4.3% | +17.7% |
| 2024 | +3.2% | −3.8% | +1.3% | −8.1% | +24.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
JBND risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +5.8% |
| Volatility (annualized) | 5.5% |
| Sharpe ratio | 0.26 |
| Sortino ratio | 0.39 |
| Best month | +4.3% |
| Worst month | −2.6% |
| Best 12 months | +12.3% |
| Worst 12 months | −1.3% |
| Positive months | 71% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
JBND rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 25 | −1.3% | +5.6% | +12.3% | 92% |
| 3-year (a year) | 1 | +6.2% | +6.2% | +6.2% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
JBND performance overview
J.P. Morgan Exchange-Traded Fund ETF (JBND) returned −0.7% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +5.9% a year, turning $10,000 into about $11,912. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: JBND chart, JBND dividends, JBND bond profile. See the JBND overview for the latest quote and fund facts.
JBND performance FAQ
What is the JBND return over the past year?
JBND returned −0.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.0%.
How much would $10,000 invested in JBND be worth?
$10,000 invested in JBND at its first recorded close on October 12, 2023 would be worth about $11,912 on October 23, 2026 with distributions reinvested.
What was the worst year for JBND?
The worst calendar year was 2024, with a total return of +3.2%. The best was 2025 at +8.2%.
How volatile is JBND?
Over the past history JBND had an annualized volatility of 5.5% and a Sharpe ratio of 0.26 (excess return over 1–3 month T-bills per unit of risk).