J.P. Morgan Exchange-Traded Fund ETF (JPIB) Performance
JPIB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.4% since Dec 31, 2025
- 1 year
- +0.1% total return
- 5 years
- +2.6% a year
- Since first price
- +3.4% a year since 2017
JPIB trailing returns vs AGG, TLT, SPY
| Period | JPIB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.4% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.9% | −1.7% | −0.4% | −1.0% | +3.2% |
| 6 months | −0.6% | −2.9% | −1.5% | −3.8% | +7.8% |
| YTD | −0.4% | −3.8% | −1.0% | −3.4% | +12.3% |
| 1 year | +0.1% | −4.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +19.5%+6.1%/yr | +4.1% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +13.8%+2.6%/yr | −8.1% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionApr 7, 2017 | +37.3%+3.4%/yr | −6.7% | — | — | — |
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: JPIB vs AGG
From Apr 7, 2017: JPIB grew to $13,726, AGG to $11,618.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JPIB returns by calendar year
6 of 8 full years positive. Best 2019 (+10.8%), worst 2022 (−6.4%). 2026 is year to date.
JPIB annual returns table
| Year | JPIB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.4% | −3.8% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.2% | −1.4% | +7.2% | +4.3% | +17.7% |
| 2024 | +3.5% | −1.9% | +1.3% | −8.1% | +24.9% |
| 2023 | +8.7% | −4.0% | +5.7% | +2.8% | +26.2% |
| 2022 | −6.4% | −11.2% | −13.0% | −31.2% | −18.2% |
| 2021 | +0.1% | −2.2% | −1.8% | −4.6% | +28.7% |
| 2020 | +7.1% | −13.1% | +7.5% | +18.2% | +18.3% |
| 2019 | +10.8% | −0.9% | +8.5% | +14.1% | +31.2% |
| 2018 | −2.2% | −3.1% | +0.1% | −1.6% | −4.6% |
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.
JPIB largest drawdowns
Now 2.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 4, 2020 | −13.1% | Mar 19, 2020 | Jul 20, 2020 | 15 days | 5 months |
| Sep 16, 2021 | −11.8% | Oct 14, 2022 | Dec 14, 2023 | 1.1 years | 2.2 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
JPIB risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +5.7% | +2.4% | +3.3% |
| Volatility (annualized) | 4.3% | 5.4% | 4.9% |
| Sharpe ratio | 0.30 | -0.21 | 0.20 |
| Sortino ratio | 0.44 | -0.29 | 0.29 |
| Best month | +3.5% | +3.7% | +3.7% |
| Worst month | −2.8% | −3.8% | −5.4% |
| Best 12 months | +11.6% | +11.6% | +12.1% |
| Worst 12 months | +0.1% | −10.5% | −10.5% |
| Positive months | 75% | 62% | 65% |
| Beta vs S&P 500 | 0.21 | 0.25 | — |
| Correlation with S&P 500 | 0.61 | 0.73 | — |
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.
JPIB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 103 | −10.5% | +4.7% | +12.1% | 82% |
| 3-year (a year) | 79 | −1.1% | +3.7% | +7.9% | 92% |
| 5-year (a year) | 55 | +1.1% | +2.7% | +4.0% | 100% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
JPIB performance overview
J.P. Morgan Exchange-Traded Fund ETF (JPIB) returned +0.1% over the past year and +2.6% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +3.4% a year, turning $10,000 into about $13,726. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −13.1%, from Mar 4, 2020 to Mar 19, 2020, and it took 4 months to get back to the old high. JPIB finished 6 of its 8 full calendar years with a gain; the best year was 2019 (+10.8%) and the worst 2022 (−6.4%). Volatility has been 4.9% a year.
Related: JPIB chart, JPIB dividends, JPIB bond profile. See the JPIB overview for the latest quote and fund facts.
JPIB performance FAQ
What is the JPIB return over the past year?
JPIB returned +0.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.6%.
What is the average annual return of JPIB?
JPIB has returned +2.6% a year over 5 years, +3.4% a year since April 7, 2017 (total return, distributions reinvested).
How much would $10,000 invested in JPIB be worth?
$10,000 invested in JPIB at its first recorded close on April 7, 2017 would be worth about $13,726 on October 23, 2026 with distributions reinvested.
What was the worst year for JPIB?
The worst calendar year was 2022, with a total return of −6.4%. The best was 2019 at +10.8%.
What is the biggest drawdown of JPIB?
The largest peak-to-trough decline was −13.1% between March 4, 2020 and March 19, 2020. It recovered to the old high on July 20, 2020, 4 months after the bottom.
How volatile is JPIB?
Over the past 3 years JPIB had an annualized volatility of 4.3% and a Sharpe ratio of 0.30 (excess return over 1–3 month T-bills per unit of risk).