- Issuer
- JPMorgan
- Inception Date
- Nov 1, 2023
- Category
- Health & Biotech Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $8M
Share Price Chart
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Performance
JDOC Performance Chart
Jpmorgan Healthcare Leaders ETF (JDOC) is down 1.2% since the beginning of the year. JDOC is currently trading at $57 per share.
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Returns By Period
Jpmorgan Healthcare Leaders ETF (JDOC) has returned -1.17% so far this year and 16.54% over the past 12 months.
Jpmorgan Healthcare Leaders ETF
- 1D
- 1.65%
- 1M
- 0.88%
- YTD
- -1.17%
- 6M
- -1.38%
- 1Y
- 16.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
JDOC Monthly Returns History
Based on dividend-adjusted daily data since Nov 2, 2023, JDOC's average daily return is +0.03%, while the average monthly return is +0.69%. At this rate, an investment would double in approximately 8.4 years.
Historically, 63% of months were positive and 38% were negative. The best month was Nov 2025 with a return of +8.2%, while the worst month was Dec 2024 at -7.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, JDOC closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +4.2%, while the worst single day was Apr 4, 2025 at -5.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.10% | 1.18% | -6.11% | -0.03% | 2.00% | 0.91% | -1.17% | ||||||
| 2025 | 7.69% | 0.41% | -2.55% | -2.70% | -4.65% | 2.10% | -2.89% | 5.02% | 1.77% | 4.62% | 8.15% | -1.59% | 15.36% |
| 2024 | 2.17% | 3.59% | 2.67% | -3.80% | 1.83% | 2.15% | 2.74% | 5.48% | -4.26% | -4.56% | -0.91% | -7.26% | -1.04% |
| 2023 | 1.95% | 5.86% | 7.92% |
Benchmark Metrics
Jpmorgan Healthcare Leaders ETF has an annualized alpha of -3.48%, beta of 0.53, and R2 of 0.32 versus S&P 500 Index. Calculated based on daily prices since November 02, 2023.
- This ETF participated in 112.03% of S&P 500 Index downside but only 52.60% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.53 may look defensive, but with R2 of 0.32 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 0.32 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -3.48%
- Beta
- 0.53
- R²
- 0.32
- Upside Capture
- 52.60%
- Downside Capture
- 112.03%
Expense Ratio
JDOC has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JDOC ranks 33 for risk / return — below 33% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Jpmorgan Healthcare Leaders ETF (JDOC) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JDOC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.78 | -1.07 |
| Martin ratioReturn relative to average drawdown | 4.35 | 12.44 | -8.09 |
Dividends
Dividend History
Jpmorgan Healthcare Leaders ETF provided a 0.90% dividend yield over the last twelve months, with an annual payout of $0.51 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $0.51 | $0.51 | $2.82 | $0.08 |
Dividend yield | 0.90% | 0.89% | 5.57% | 0.15% |
Monthly Dividends
The table displays the monthly dividend distributions for Jpmorgan Healthcare Leaders ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.82 | $2.82 |
| 2023 | $0.08 | $0.08 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Jpmorgan Healthcare Leaders 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 Healthcare Leaders ETF was 20.87%, occurring on May 14, 2025. The portfolio has not yet recovered.
The current Jpmorgan Healthcare Leaders ETF drawdown is 4.26%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -20.87%May 2025 | 8mo 13d | — | 1y 9moSep 2024 - now |
2024 pullback2024 | -5.87%Apr 2024 | 17d | 1mo 19d | 2mo 6dApr 2024 - Jun 2024 |
2024 pullback2024 | -3.74%Aug 2024 | 5d | 6d | 11dAug 2024 - Aug 2024 |
2023 pullback2023 | -3.13%Nov 2023 | 7d | 8d | 15dNov 2023 - Nov 2023 |
2024 pullback2024 | -2.63%Jan 2024 | 14d | 7d | 21dJan 2024 - Feb 2024 |
Drawdown Indicators
| JDOC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.87% | -56.78% | +35.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -9.10% | -0.58% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -4.26% | -1.80% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -10.71% | +3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 2.03% | +1.78% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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