J.P. Morgan Alerian MLP Index ETN (AMJ)
AMJ is a passive ETF by JPMorgan Chase tracking the investment results of the Alerian MLP Index. AMJ launched on Apr 2, 2009 and has a 0.85% expense ratio.
ETF Info
| ISIN | US46625H3654 |
|---|---|
| CUSIP | 46625H365 |
| Issuer | JPMorgan Chase |
| Inception Date | Apr 2, 2009 |
| Region | North America (U.S.) |
| Category | MLPs |
| Leveraged | 1x |
| Index Tracked | Alerian MLP Index |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
AMJ features an expense ratio of 0.85%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: AMJ vs. AMLP, AMJ vs. PXE, AMJ vs. TPYP, AMJ vs. SPY, AMJ vs. JEPI, AMJ vs. VDE, AMJ vs. AMZA, AMJ vs. MLPR, AMJ vs. VOO, AMJ vs. XOM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in J.P. Morgan Alerian MLP Index ETN, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 25.48% |
| 1 month | N/A | 2.14% |
| 6 months | N/A | 12.76% |
| 1 year | N/A | 33.14% |
| 5 years (annualized) | N/A | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of AMJ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.46% | 4.57% | 4.44% | -1.79% | 1.14% | 13.32% | |||||||
| 2023 | 6.44% | -1.49% | -0.98% | 1.58% | -0.77% | 4.33% | 5.89% | 0.44% | 3.13% | 0.24% | 6.40% | -2.09% | 25.06% |
| 2022 | 11.01% | 4.75% | 2.55% | -0.38% | 7.35% | -13.82% | 12.71% | 3.03% | -7.47% | 14.21% | 0.94% | -4.44% | 30.09% |
| 2021 | 5.90% | 6.95% | 7.52% | 6.39% | 7.40% | 5.48% | -6.82% | -2.34% | 3.41% | 4.35% | -7.42% | 3.37% | 37.93% |
| 2020 | -5.78% | -13.73% | -47.77% | 51.16% | 8.26% | -8.46% | -3.26% | 1.36% | -14.17% | 5.10% | 22.01% | 2.81% | -29.43% |
| 2019 | 12.05% | 0.35% | 3.53% | -1.69% | -1.64% | 3.46% | -0.56% | -5.26% | 0.43% | -6.53% | -21.26% | 8.29% | -12.16% |
| 2018 | 6.84% | -10.59% | -7.08% | 8.17% | 6.58% | -2.10% | 5.30% | 1.28% | -1.47% | -8.99% | 20.47% | -9.16% | 4.85% |
| 2017 | -7.06% | 4.96% | 76.92% | 114.99% | 79.19% | 59.49% | 10.06% | 61.47% | -25.95% | 5.95% | -70.51% | 4.69% | 356.45% |
| 2016 | 18.97% | 18.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AMJ is 83, placing it in the top 17% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for J.P. Morgan Alerian MLP Index ETN (AMJ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
J.P. Morgan Alerian MLP Index ETN provided a 3.03% dividend yield over the last twelve months, with an annual payout of $0.86 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.86 | $1.66 | $1.38 | $1.30 | $1.51 | $1.81 | $1.87 | $1.91 | $2.08 | $2.30 |
Dividend yield | 3.03% | 6.54% | 6.33% | 7.31% | 10.87% | 8.30% | 8.38% | 6.96% | 47.34% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for J.P. Morgan Alerian MLP Index ETN. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | ||||||
| 2023 | $0.00 | $0.40 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.44 | $0.00 | $1.66 |
| 2022 | $0.00 | $0.31 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.36 | $0.00 | $1.38 |
| 2021 | $0.00 | $0.31 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.35 | $0.00 | $1.30 |
| 2020 | $0.00 | $0.43 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.34 | $0.00 | $1.51 |
| 2019 | $0.00 | $0.46 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $1.81 |
| 2018 | $0.00 | $0.42 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.45 | $0.00 | $1.87 |
| 2017 | $0.00 | $0.46 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.47 | $0.00 | $1.91 |
| 2016 | $0.54 | $0.54 | $0.51 | $0.50 | $0.00 | $2.08 | |||||||
| 2015 | $0.59 | $0.56 | $0.57 | $0.57 | $2.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the J.P. Morgan Alerian MLP Index ETN. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the J.P. Morgan Alerian MLP Index ETN was 99.93%, occurring on Dec 14, 2016. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.93% | Dec 14, 2016 | 1 | Dec 14, 2016 | — | — | — |
| -0.82% | Dec 12, 2016 | 1 | Dec 12, 2016 | 1 | Dec 13, 2016 | 2 |
Volatility
Volatility Chart
The current J.P. Morgan Alerian MLP Index ETN volatility is 0.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.