Jpmorgan Active Small Cap Value ETF (JPSV) Performance
JPSV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.2% since Dec 31, 2025
- 1 year
- +19.7% total return
- 3 years
- +15.0% a year
- Since first price
- +10.0% a year since 2023
JPSV trailing returns vs SPY, QQQ, AGG
| Period | JPSV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.8% | +3.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.8% | −0.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.4% | +8.4% | +7.8% | +8.4% | −1.5% |
| YTD | +15.2% | +15.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +19.7% | +18.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +52.1%+15.0%/yr | +46.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 8, 2023 | +41.5%+10.0%/yr | +36.4% | — | — | — |
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: JPSV vs SPY
From Mar 8, 2023: JPSV grew to $14,152, SPY to $19,973.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JPSV returns by calendar year
2 of 2 full years positive. Best 2024 (+8.7%), worst 2025 (+3.0%). 2026 is year to date.
JPSV annual returns table
| Year | JPSV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.2% | −9.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +3.0% | −18.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +8.7% | −8.8% | +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.
JPSV largest drawdowns
Now 5.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 25, 2024 | −22.8% | Apr 8, 2025 | Feb 6, 2026 | 4 months | 1.2 years |
| Aug 7, 2023 | −11.0% | Oct 27, 2023 | Dec 13, 2023 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
JPSV risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +11.9% | +10.3% |
| Volatility (annualized) | 16.4% | 16.2% |
| Sharpe ratio | 0.50 | 0.41 |
| Sortino ratio | 0.89 | 0.72 |
| Best month | +11.3% | +11.3% |
| Worst month | −7.5% | −7.5% |
| Best 12 months | +29.3% | +29.3% |
| Worst 12 months | −7.1% | −7.1% |
| Positive months | 56% | 52% |
| Beta vs S&P 500 | 0.79 | — |
| Correlation with S&P 500 | 0.60 | — |
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.
JPSV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 32 | −7.1% | +12.8% | +29.3% | 81% |
| 3-year (a year) | 8 | +8.2% | +12.2% | +14.8% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
JPSV performance overview
Jpmorgan Active Small Cap Value ETF (JPSV) returned +19.7% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +10.0% a year, turning $10,000 into about $14,152. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −22.8%, from Nov 25, 2024 to Apr 8, 2025, and it took 10 months to get back to the old high. Volatility has been 16.2% a year.
Related: JPSV chart, JPSV holdings, JPSV dividends, JPSV valuation. See the JPSV overview for the latest quote and fund facts.
JPSV performance FAQ
What is the JPSV return over the past year?
JPSV returned +19.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 18.1%.
How much would $10,000 invested in JPSV be worth?
$10,000 invested in JPSV at its first recorded close on March 8, 2023 would be worth about $14,152 on October 23, 2026 with distributions reinvested.
What was the worst year for JPSV?
The worst calendar year was 2025, with a total return of +3.0%. The best was 2024 at +8.7%.
What is the biggest drawdown of JPSV?
The largest peak-to-trough decline was −22.8% between November 25, 2024 and April 8, 2025. It recovered to the old high on February 6, 2026, 10 months after the bottom.
How volatile is JPSV?
Over the past 3 years JPSV had an annualized volatility of 16.4% and a Sharpe ratio of 0.50 (excess return over 1–3 month T-bills per unit of risk).