J.P. Morgan Exchange-Traded Fund ETF (JUSA) Performance
JUSA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.7% since Dec 31, 2025
- 1 year
- +12.9% total return
- Since first price
- +34.8% since 2025
JUSA trailing returns vs SPY, QQQ, AGG
| Period | JUSA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.3% | −1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.4% | +2.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.2% | +5.9% | +7.8% | +8.4% | −1.5% |
| YTD | +10.7% | +10.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.9% | +12.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionMar 14, 2025 | +34.8% | +33.1% | — | — | — |
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: JUSA vs SPY
From Mar 14, 2025: JUSA grew to $13,477, SPY to $13,768.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JUSA returns by calendar year
2026 is year to date.
JUSA annual returns table
| Year | JUSA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.7% | −8.9% | +12.3% | +15.1% | −1.0% |
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.
JUSA largest drawdowns
Now 2.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 25, 2025 | −14.0% | Apr 8, 2025 | May 12, 2025 | 14 days | 48 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
JUSA risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +23.2% |
| Volatility (annualized) | 11.7% |
| Sharpe ratio | 1.53 |
| Sortino ratio | 3.88 |
| Best month | +10.3% |
| Worst month | −4.8% |
| Best 12 months | +30.4% |
| Worst 12 months | +14.7% |
| Positive months | 72% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
JUSA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 8 | +11.2% | +19.1% | +30.4% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
JUSA performance overview
J.P. Morgan Exchange-Traded Fund ETF (JUSA) returned +12.9% over the past year, with distributions reinvested. Since its first recorded price on Mar 14, 2025 it has returned +34.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −14.0%, from Mar 25, 2025 to Apr 8, 2025, and it took 34 days to get back to the old high. Volatility has been 11.7% a year.
Related: JUSA chart, JUSA holdings, JUSA dividends, JUSA valuation. See the JUSA overview for the latest quote and fund facts.
JUSA performance FAQ
What is the JUSA return over the past year?
JUSA returned +12.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.0%.
How much would $10,000 invested in JUSA be worth?
$10,000 invested in JUSA at its first recorded close on March 14, 2025 would be worth about $13,477 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of JUSA?
The largest peak-to-trough decline was −14.0% between March 25, 2025 and April 8, 2025. It recovered to the old high on May 12, 2025, 34 days after the bottom.
How volatile is JUSA?
Over the past history JUSA had an annualized volatility of 11.7% and a Sharpe ratio of 1.53 (excess return over 1–3 month T-bills per unit of risk).