JPMorgan Realty Income ETF (JPRE) Performance
JPRE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.8% since Dec 31, 2025
- 1 year
- +7.8% total return
- 3 years
- +13.6% a year
- Since first price
- +4.8% a year since 2022
JPRE trailing returns vs SPY, QQQ, AGG
| Period | JPRE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.4% | +1.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.5% | −5.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.3% | −0.9% | +7.8% | +8.4% | −1.5% |
| YTD | +10.8% | +9.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.8% | +5.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +46.6%+13.6%/yr | +36.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMay 23, 2022 | +23.2%+4.8%/yr | +1.5% | — | — | — |
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: JPRE vs SPY
From May 23, 2022: JPRE grew to $12,321, SPY to $20,336.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JPRE returns by calendar year
3 of 3 full years positive. Best 2023 (+13.4%), worst 2025 (+1.4%). 2026 is year to date.
JPRE annual returns table
| Year | JPRE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.8% | −10.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +1.4% | −14.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.4% | −10.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +13.4% | −18.7% | +26.2% | +54.9% | +5.7% |
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.
JPRE largest drawdowns
Now 6.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 15, 2022 | −23.8% | Oct 14, 2022 | Jul 17, 2024 | 2 months | 1.9 years |
| Sep 16, 2024 | −16.3% | Apr 8, 2025 | Feb 12, 2026 | 7 months | 1.4 years |
| May 27, 2022 | −12.2% | Jun 14, 2022 | Aug 10, 2022 | 18 days | 2 months |
| Jul 24, 2026 | −10.5% | Oct 7, 2026 | not yet | 2 months | 3 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
JPRE risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +10.9% | +3.3% |
| Volatility (annualized) | 14.8% | 17.3% |
| Sharpe ratio | 0.48 | 0.03 |
| Sortino ratio | 0.80 | 0.05 |
| Best month | +10.9% | +10.9% |
| Worst month | −7.4% | −12.3% |
| Best 12 months | +33.9% | +33.9% |
| Worst 12 months | −3.9% | −13.1% |
| Positive months | 58% | 54% |
| Beta vs S&P 500 | 0.71 | — |
| Correlation with S&P 500 | 0.59 | — |
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.
JPRE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 42 | −13.1% | +7.0% | +33.9% | 74% |
| 3-year (a year) | 18 | +1.9% | +8.2% | +12.7% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
JPRE performance overview
JPMorgan Realty Income ETF (JPRE) returned +7.8% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +4.8% a year, turning $10,000 into about $12,321. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −23.8%, from Aug 15, 2022 to Oct 14, 2022, and it took 1.8 years to get back to the old high. JPRE finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+13.4%) and the worst 2025 (+1.4%). Volatility has been 17.3% a year.
Related: JPRE chart, JPRE holdings, JPRE dividends, JPRE valuation. See the JPRE overview for the latest quote and fund facts.
JPRE performance FAQ
What is the JPRE return over the past year?
JPRE returned +7.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.2%.
How much would $10,000 invested in JPRE be worth?
$10,000 invested in JPRE at its first recorded close on May 23, 2022 would be worth about $12,321 on October 23, 2026 with distributions reinvested.
What was the worst year for JPRE?
The worst calendar year was 2025, with a total return of +1.4%. The best was 2023 at +13.4%.
What is the biggest drawdown of JPRE?
The largest peak-to-trough decline was −23.8% between August 15, 2022 and October 14, 2022. It recovered to the old high on July 17, 2024, 1.8 years after the bottom.
How volatile is JPRE?
Over the past 3 years JPRE had an annualized volatility of 14.8% and a Sharpe ratio of 0.48 (excess return over 1–3 month T-bills per unit of risk).