JPMorgan Diversified Return International… (JPIN) Performance
JPIN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.9% since Dec 31, 2025
- 1 year
- +14.7% total return
- 5 years
- +8.7% a year
- 10 years
- +7.8% a year
- Since first price
- +6.9% a year since 2014
JPIN trailing returns vs SPY, QQQ, AGG
| Period | JPIN total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −0.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.6% | +1.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.1% | +1.2% | +7.8% | +8.4% | −1.5% |
| YTD | +10.9% | +8.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.7% | +9.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +73.5%+20.2%/yr | +51.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +51.7%+8.7%/yr | +20.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +112.6%+7.8%/yr | +45.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionNov 7, 2014 | +121.1%+6.9%/yr | +47.9% | — | — | — |
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: JPIN vs SPY
From Nov 7, 2014: JPIN grew to $22,109, SPY to $45,610.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JPIN returns by calendar year
9 of 11 full years positive. Best 2025 (+33.3%), worst 2022 (−14.1%). 2026 is year to date.
JPIN annual returns table
| Year | JPIN | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.9% | −10.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +33.3% | −11.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +2.7% | −11.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.6% | −9.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −14.1% | −27.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +6.8% | −8.4% | +28.7% | +27.4% | −1.8% |
| 2020 | +4.9% | −34.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +16.1% | −9.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −13.1% | −20.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +25.3% | −2.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +0.9% | −9.2% | +12.0% | +7.1% | +2.4% |
| 2015 | +2.6% | −13.6% | +1.2% | +9.4% | +0.5% |
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.
JPIN largest drawdowns
Now 4.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 26, 2018 | −36.7% | Mar 23, 2020 | Dec 29, 2020 | 2.2 years | 2.9 years |
| Sep 3, 2021 | −29.6% | Oct 12, 2022 | Mar 20, 2024 | 1.1 years | 2.5 years |
| May 21, 2015 | −17.0% | Feb 11, 2016 | Mar 27, 2017 | 9 months | 1.9 years |
| Sep 26, 2024 | −12.3% | Apr 8, 2025 | Apr 28, 2025 | 6 months | 7 months |
| Feb 25, 2026 | −10.4% | Mar 20, 2026 | Jul 30, 2026 | 23 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
JPIN risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +18.6% | +9.1% | +7.5% | +6.8% |
| Volatility (annualized) | 12.2% | 14.9% | 14.5% | 14.1% |
| Sharpe ratio | 1.12 | 0.42 | 0.42 | 0.40 |
| Sortino ratio | 1.83 | 0.62 | 0.59 | 0.58 |
| Best month | +7.4% | +12.6% | +12.6% | +12.6% |
| Worst month | −7.0% | −10.4% | −14.8% | −14.8% |
| Best 12 months | +42.4% | +42.4% | +44.9% | +44.9% |
| Worst 12 months | +2.7% | −25.1% | −25.1% | −25.1% |
| Positive months | 72% | 62% | 63% | 60% |
| Beta vs S&P 500 | 0.51 | 0.68 | 0.74 | — |
| Correlation with S&P 500 | 0.52 | 0.71 | 0.78 | — |
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.
JPIN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 132 | −25.1% | +8.1% | +44.9% | 69% |
| 3-year (a year) | 108 | −4.0% | +4.8% | +21.2% | 91% |
| 5-year (a year) | 84 | −2.4% | +5.0% | +10.9% | 93% |
| 10-year (a year) | 24 | +4.1% | +6.8% | +9.0% | 100% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
JPIN performance overview
JPMorgan Diversified Return International… (JPIN) returned +14.7% over the past year and +7.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +6.9% a year, turning $10,000 into about $22,109. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −36.7%, from Jan 26, 2018 to Mar 23, 2020, and it took 9 months to get back to the old high. JPIN finished 9 of its 11 full calendar years with a gain; the best year was 2025 (+33.3%) and the worst 2022 (−14.1%). Volatility has been 14.1% a year.
Related: JPIN chart, JPIN holdings, JPIN dividends. See the JPIN overview for the latest quote and fund facts.
JPIN performance FAQ
What is the JPIN return over the past year?
JPIN returned +14.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.7%.
What is the average annual return of JPIN?
JPIN has returned +8.7% a year over 5 years, +7.8% a year over 10 years, +6.9% a year since November 7, 2014 (total return, distributions reinvested).
How much would $10,000 invested in JPIN be worth?
$10,000 invested in JPIN at its first recorded close on November 7, 2014 would be worth about $22,109 on October 23, 2026 with distributions reinvested.
What was the worst year for JPIN?
The worst calendar year was 2022, with a total return of −14.1%. The best was 2025 at +33.3%.
What is the biggest drawdown of JPIN?
The largest peak-to-trough decline was −36.7% between January 26, 2018 and March 23, 2020. It recovered to the old high on December 29, 2020, 9 months after the bottom.
How volatile is JPIN?
Over the past 3 years JPIN had an annualized volatility of 12.2% and a Sharpe ratio of 1.12 (excess return over 1–3 month T-bills per unit of risk).