JPMorgan Fundamental Data Science Small Core ETF (SCDS) Performance
SCDS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +19.9% since Dec 31, 2025
- 1 year
- +21.6% total return
- Since first price
- +43.1% since 2024
SCDS trailing returns vs SPY, QQQ, AGG
| Period | SCDS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.7% | −0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.3% | −4.7% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.7% | +4.1% | +7.8% | +8.4% | −1.5% |
| YTD | +19.9% | +19.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +21.6% | +20.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionAug 8, 2024 | +43.1% | +39.8% | — | — | — |
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: SCDS vs SPY
From Aug 8, 2024: SCDS grew to $14,309, SPY to $14,697.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SCDS returns by calendar year
1 of 1 full years positive. Best 2025 (+11.3%), worst 2025 (+11.3%). 2026 is year to date.
SCDS annual returns table
| Year | SCDS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +19.9% | −9.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.3% | −24.1% | +17.7% | +20.8% | +7.2% |
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.
SCDS largest drawdowns
Now 8.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 25, 2024 | −26.7% | Apr 8, 2025 | Sep 11, 2025 | 4 months | 10 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SCDS risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +14.6% |
| Volatility (annualized) | 18.0% |
| Sharpe ratio | 0.62 |
| Sortino ratio | 1.09 |
| Best month | +12.9% |
| Worst month | −8.3% |
| Best 12 months | +45.2% |
| Worst 12 months | +2.6% |
| Positive months | 56% |
| 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.
SCDS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 15 | +2.6% | +21.4% | +45.2% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
SCDS performance overview
JPMorgan Fundamental Data Science Small Core ETF (SCDS) returned +21.6% over the past year, with distributions reinvested. Since its first recorded price on Aug 8, 2024 it has returned +43.1%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −26.7%, from Nov 25, 2024 to Apr 8, 2025, and it took 5 months to get back to the old high. Volatility has been 18.0% a year.
Related: SCDS chart, SCDS holdings, SCDS dividends, SCDS valuation. See the SCDS overview for the latest quote and fund facts.
SCDS performance FAQ
What is the SCDS return over the past year?
SCDS returned +21.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 20.2%.
How much would $10,000 invested in SCDS be worth?
$10,000 invested in SCDS at its first recorded close on August 8, 2024 would be worth about $14,309 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of SCDS?
The largest peak-to-trough decline was −26.7% between November 25, 2024 and April 8, 2025. It recovered to the old high on September 11, 2025, 5 months after the bottom.
How volatile is SCDS?
Over the past history SCDS had an annualized volatility of 18.0% and a Sharpe ratio of 0.62 (excess return over 1–3 month T-bills per unit of risk).