JPMorgan Core Plus Bond ETF (JCPB)

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JPMorgan Core Plus Bond ETF (JCPB) is up 0.3% since the beginning of the year. JCPB is currently trading at $47 per share. Investors who bought $1,000 worth of JCPB shares 5 years ago would now be looking at an investment worth $1,054.

JPMorgan Core Plus Bond ETF (JCPB) has returned 0.28% so far this year and 5.38% over the past 12 months.

Based on dividend-adjusted daily data since Jan 30, 2019, JCPB's average daily return is +0.01%, while the average monthly return is +0.23%. At this rate, an investment would double in approximately 25.1 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2023 with a return of +4.7%, while the worst month was Sep 2022 at -3.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, JCPB closed higher 51% of trading days. The best single day was Mar 20, 2020 with a return of +1.6%, while the worst single day was Mar 17, 2020 at -2.3%.

JPMorgan Core Plus Bond ETF has an annualized alpha of 3.77%, beta of 0.10, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since January 31, 2019.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (18.92%) than losses (10.19%) - typical of diversified or defensive assets.
• Beta of 0.10 may look defensive, but with R2 of 0.11 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.11 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

JCPB has an expense ratio of 0.38%, placing it in the medium range.

JCPB ranks 44 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for JPMorgan Core Plus Bond ETF (JCPB) and compare them to S&P 500 Index.

JPMorgan Core Plus Bond ETF provided a 4.94% dividend yield over the last twelve months, with an annual payout of $2.30 per share.

The table displays the monthly dividend distributions for JPMorgan Core Plus Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the JPMorgan Core Plus Bond ETF. 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 JPMorgan Core Plus Bond ETF was 16.67%, occurring on Oct 24, 2022. Recovery took 694 trading sessions.

The current JPMorgan Core Plus Bond ETF drawdown is 1.78%.

The chart below shows the rolling one-month volatility.