JPMorgan Healthcare Leaders ETF (JDOC) Performance
JDOC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.1% since Dec 31, 2025
- 1 year
- +16.9% total return
- Since first price
- +39.1% since 2023
JDOC trailing returns vs SPY, QQQ, AGG
| Period | JDOC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.5% | +4.5% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.1% | +5.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +14.7% | +14.7% | +7.8% | +8.4% | −1.5% |
| YTD | +10.1% | +10.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.9% | +15.8% | +14.4% | +15.9% | −1.1% |
| Since inceptionNov 2, 2023 | +39.1% | +30.6% | — | — | — |
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: JDOC vs SPY
From Nov 2, 2023: JDOC grew to $13,910, SPY to $18,294.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JDOC returns by calendar year
1 of 2 full years positive. Best 2025 (+15.4%), worst 2024 (−1.0%). 2026 is year to date.
JDOC annual returns table
| Year | JDOC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.1% | −9.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.4% | −14.0% | +17.7% | +20.8% | +7.2% |
| 2024 | −1.0% | −16.1% | +24.9% | +25.6% | +1.3% |
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.
JDOC largest drawdowns
Now 1.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 30, 2024 | −20.9% | May 14, 2025 | Jun 26, 2026 | 8 months | 1.8 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
JDOC risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +8.6% |
| Volatility (annualized) | 13.8% |
| Sharpe ratio | 0.36 |
| Sortino ratio | 0.54 |
| Best month | +8.1% |
| Worst month | −7.3% |
| Best 12 months | +24.7% |
| Worst 12 months | −14.5% |
| Positive months | 62% |
| 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.
JDOC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 24 | −14.5% | +6.6% | +24.7% | 62% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
JDOC performance overview
JPMorgan Healthcare Leaders ETF (JDOC) returned +16.9% over the past year, with distributions reinvested. Since its first recorded price on Nov 2, 2023 it has returned +39.1%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −20.9%, from Aug 30, 2024 to May 14, 2025, and it took 1.1 years to get back to the old high. Volatility has been 13.8% a year.
Related: JDOC chart, JDOC holdings, JDOC dividends, JDOC valuation. See the JDOC overview for the latest quote and fund facts.
JDOC performance FAQ
What is the JDOC return over the past year?
JDOC returned +16.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 15.8%.
How much would $10,000 invested in JDOC be worth?
$10,000 invested in JDOC at its first recorded close on November 2, 2023 would be worth about $13,910 on October 23, 2026 with distributions reinvested.
What was the worst year for JDOC?
The worst calendar year was 2024, with a total return of −1.0%. The best was 2025 at +15.4%.
What is the biggest drawdown of JDOC?
The largest peak-to-trough decline was −20.9% between August 30, 2024 and May 14, 2025. It recovered to the old high on June 26, 2026, 1.1 years after the bottom.
How volatile is JDOC?
Over the past history JDOC had an annualized volatility of 13.8% and a Sharpe ratio of 0.36 (excess return over 1–3 month T-bills per unit of risk).