JPMorgan Corporate Bond Research Enhanced ETF (JIGB)
JIGB is an actively managed ETF by JPMorgan Chase. JIGB launched on Dec 12, 2018 and has a 0.14% expense ratio.
ETF Info
| ISIN | US46641Q4495 |
|---|---|
| CUSIP | 46641Q449 |
| Issuer | JPMorgan Chase |
| Inception Date | Dec 12, 2018 |
| Region | Developed Markets (Broad) |
| Category | Corporate Bonds, Actively Managed |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Bond |
Expense Ratio
JIGB has an expense ratio of 0.14%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: JIGB vs. XHLF
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Corporate Bond Research Enhanced ETF, 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
JPMorgan Corporate Bond Research Enhanced ETF had a return of 3.42% year-to-date (YTD) and 11.43% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.42% | 25.82% |
| 1 month | -0.47% | 3.20% |
| 6 months | 5.18% | 14.94% |
| 1 year | 11.43% | 35.92% |
| 5 years (annualized) | 0.27% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of JIGB, 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 | -0.39% | -1.42% | 1.35% | -2.64% | 1.81% | 0.76% | 2.21% | 1.85% | 1.71% | -2.56% | 3.42% | ||
| 2023 | 4.36% | -3.37% | 2.95% | 0.61% | -1.54% | 0.48% | 0.23% | -0.79% | -2.76% | -1.88% | 6.02% | 4.32% | 8.42% |
| 2022 | -3.46% | -1.86% | -2.46% | -5.98% | 1.50% | -2.92% | 3.88% | -3.73% | -5.08% | -0.75% | 5.47% | -0.93% | -15.72% |
| 2021 | -1.50% | -2.21% | -1.51% | 1.00% | 0.58% | 1.82% | 1.27% | -0.26% | -1.12% | 0.25% | -0.14% | -0.36% | -2.23% |
| 2020 | 2.25% | 1.40% | -6.03% | 5.24% | 1.71% | 1.14% | 2.87% | -1.77% | -0.26% | -0.27% | 2.87% | 0.76% | 9.89% |
| 2019 | 2.74% | -0.04% | 2.57% | 0.45% | 1.42% | 2.73% | 0.37% | 3.25% | -0.63% | 0.53% | 0.22% | -1.20% | 13.00% |
| 2018 | 0.43% | 0.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JIGB is 43, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Corporate Bond Research Enhanced ETF (JIGB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan Corporate Bond Research Enhanced ETF provided a 4.94% dividend yield over the last twelve months, with an annual payout of $2.26 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $2.26 | $1.95 | $1.51 | $1.89 | $2.39 | $1.97 | $0.10 |
Dividend yield | 4.94% | 4.22% | 3.39% | 3.47% | 4.14% | 3.60% | 0.20% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Corporate Bond Research Enhanced 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.21 | $0.23 | $0.18 | $0.19 | $0.19 | $0.19 | $0.19 | $0.20 | $0.19 | $0.19 | $1.95 | |
| 2023 | $0.00 | $0.14 | $0.16 | $0.16 | $0.16 | $0.18 | $0.15 | $0.17 | $0.18 | $0.19 | $0.16 | $0.31 | $1.95 |
| 2022 | $0.00 | $0.11 | $0.12 | $0.12 | $0.12 | $0.12 | $0.15 | $0.12 | $0.12 | $0.13 | $0.13 | $0.27 | $1.51 |
| 2021 | $0.00 | $0.11 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.73 | $1.89 |
| 2020 | $0.15 | $0.14 | $0.00 | $0.15 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.13 | $0.99 | $2.39 |
| 2019 | $0.17 | $0.17 | $0.17 | $0.17 | $0.17 | $0.17 | $0.17 | $0.17 | $0.16 | $0.16 | $0.15 | $0.17 | $1.97 |
| 2018 | $0.10 | $0.10 |
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 JPMorgan Corporate Bond Research Enhanced 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 Corporate Bond Research Enhanced ETF was 22.48%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current JPMorgan Corporate Bond Research Enhanced ETF drawdown is 7.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.48% | Jan 4, 2021 | 454 | Oct 20, 2022 | — | — | — |
| -16.5% | Mar 9, 2020 | 10 | Mar 20, 2020 | 61 | Jun 17, 2020 | 71 |
| -2.77% | Aug 7, 2020 | 41 | Oct 5, 2020 | 33 | Nov 19, 2020 | 74 |
| -2.54% | Aug 29, 2019 | 11 | Sep 13, 2019 | 15 | Oct 4, 2019 | 26 |
| -1.89% | Dec 30, 2019 | 7 | Jan 8, 2020 | 14 | Jan 29, 2020 | 21 |
Volatility
Volatility Chart
The current JPMorgan Corporate Bond Research Enhanced ETF volatility is 1.95%, 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.