J.P. Morgan Exchange-Traded Fund ETF (JPLD) Performance
JPLD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.1% since Dec 31, 2025
- 1 year
- +2.8% total return
- 3 years
- +5.9% a year
- Since first price
- +5.5% a year since 2023
JPLD trailing returns vs AGG, TLT, SPY
| Period | JPLD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.6% | +0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.5% | −0.7% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.1% | −1.4% | −1.5% | −3.8% | +7.8% |
| YTD | +2.1% | −1.5% | −1.0% | −3.4% | +12.3% |
| 1 year | +2.8% | −1.8% | −1.1% | −6.9% | +14.4% |
| 3 years | +18.8%+5.9%/yr | +3.9% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionJul 31, 2023 | +19.0%+5.5%/yr | +3.3% | — | — | — |
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: JPLD vs AGG
From Jul 31, 2023: JPLD grew to $11,900, AGG to $11,114.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JPLD returns by calendar year
2 of 2 full years positive. Best 2024 (+6.5%), worst 2025 (+6.0%). 2026 is year to date.
JPLD annual returns table
| Year | JPLD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +2.1% | −1.0% | −1.0% | −3.4% | +12.3% |
| 2025 | +6.0% | −1.2% | +7.2% | +4.3% | +17.7% |
| 2024 | +6.5% | −0.7% | +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.
JPLD risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +5.6% | +5.4% |
| Volatility (annualized) | 1.7% | 1.6% |
| Sharpe ratio | 0.71 | 0.55 |
| Sortino ratio | 1.05 | 0.81 |
| Best month | +1.4% | +1.4% |
| Worst month | −0.7% | −0.7% |
| Best 12 months | +9.3% | +9.3% |
| Worst 12 months | +2.6% | +2.6% |
| Positive months | 89% | 87% |
| Beta vs S&P 500 | 0.06 | — |
| Correlation with S&P 500 | 0.48 | — |
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.
JPLD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 28 | +2.6% | +6.0% | +9.3% | 100% |
| 3-year (a year) | 4 | +5.6% | +5.8% | +5.9% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
JPLD performance overview
J.P. Morgan Exchange-Traded Fund ETF (JPLD) returned +2.8% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +5.5% a year, turning $10,000 into about $11,900. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: JPLD chart, JPLD dividends, JPLD bond profile. See the JPLD overview for the latest quote and fund facts.
JPLD performance FAQ
What is the JPLD return over the past year?
JPLD returned +2.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 1.8%.
How much would $10,000 invested in JPLD be worth?
$10,000 invested in JPLD at its first recorded close on July 31, 2023 would be worth about $11,900 on October 23, 2026 with distributions reinvested.
What was the worst year for JPLD?
The worst calendar year was 2025, with a total return of +6.0%. The best was 2024 at +6.5%.
How volatile is JPLD?
Over the past 3 years JPLD had an annualized volatility of 1.7% and a Sharpe ratio of 0.71 (excess return over 1–3 month T-bills per unit of risk).