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ISIN
US46641Q1343
Issuer
JPMorgan
Inception Date
Oct 28, 1992
Region
Global ex-U.S. (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$11B

Share Price Chart


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Performance

JIRE Performance Chart

JPMorgan International Research Enhanced Equity ETF (JIRE) is up 10.6% since the beginning of the year. JIRE is currently trading at $83 per share.


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S&P 500 Index

Returns By Period

JPMorgan International Research Enhanced Equity ETF (JIRE) has returned 10.55% so far this year and 24.80% over the past 12 months.


JPMorgan International Research Enhanced Equity ETF

1D
0.10%
1M
2.55%
YTD
10.55%
6M
10.91%
1Y
24.80%
3Y*
17.27%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JIRE Monthly Returns History

Based on dividend-adjusted daily data since Jun 13, 2022, JIRE's average daily return is +0.07%, while the average monthly return is +1.41%. At this rate, an investment would double in approximately 4.1 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2022 with a return of +13.3%, while the worst month was Sep 2022 at -9.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, JIRE closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +7.2%, while the worst single day was Apr 4, 2025 at -6.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.93%5.01%-8.21%5.36%1.73%1.97%10.55%
20255.02%3.52%0.17%2.01%6.32%2.40%-2.27%4.20%2.04%1.05%0.98%2.79%31.83%
2024-0.15%3.68%3.50%-2.83%4.70%-1.74%2.46%2.88%0.06%-5.50%-0.26%-3.15%3.15%
20239.81%-2.88%3.16%3.18%-3.70%4.40%2.64%-3.65%-3.77%-2.50%7.98%4.95%20.00%
2022-1.22%5.54%-6.04%-9.06%6.27%13.31%-2.03%5.09%

Benchmark Metrics

JPMorgan International Research Enhanced Equity ETF has an annualized alpha of 3.99%, beta of 0.76, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since June 13, 2022.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (78.21%) than losses (67.97%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 3.99% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
3.99%
Beta
0.76
0.59
Upside Capture
78.21%
Downside Capture
67.97%

Expense Ratio

JIRE has an expense ratio of 0.24%, which is considered low.


Return for Risk

Risk / Return Rank

JIRE ranks 45 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.


JIRE Risk / Return Rank: 4545
Overall Rank
JIRE Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
JIRE Sortino Ratio Rank: 4646
Sortino Ratio Rank
JIRE Omega Ratio Rank: 4545
Omega Ratio Rank
JIRE Calmar Ratio Rank: 4444
Calmar Ratio Rank
JIRE Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for JPMorgan International Research Enhanced Equity ETF (JIRE) 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.


JIREBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.47

Sortino ratioReturn per unit of downside risk

-0.52

Omega ratioGain probability vs. loss probability

1.28

1.37

-0.09

Calmar ratioReturn relative to maximum drawdown

2.12

2.78

-0.67

Martin ratioReturn relative to average drawdown

7.64

12.44

-4.80

Dividends

Dividend History

JPMorgan International Research Enhanced Equity ETF provided a 2.71% dividend yield over the last twelve months, with an annual payout of $2.24 per share. The fund has been increasing its distributions for 3 consecutive years.


2.60%2.70%2.80%2.90%3.00%$0.00$0.50$1.00$1.50$2.002022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$2.24$2.24$1.77$1.60$1.31

Dividend yield

2.71%2.99%3.03%2.74%2.62%

Monthly Dividends

The table displays the monthly dividend distributions for JPMorgan International Research Enhanced Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$2.24$2.24
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.77$1.77
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.60$1.60
2022$1.31$1.31

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 International Research Enhanced Equity 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 International Research Enhanced Equity ETF was 16.11%, occurring on Oct 12, 2022. Recovery took 34 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-16.11%Oct 2022
1mo 28d1mo 19d
3mo 17dAug 2022 - Nov 2022
2025 selloff2025
-13.61%Apr 2025
19d20d
1mo 9dMar 2025 - Apr 2025
2026 correction2026
-11.77%Mar 2026
22d3mo 4d
3mo 26dFeb 2026 - Jun 2026
2023 correction2023
-11.08%Oct 2023
2mo 28d1mo 17d
4mo 15dJul 2023 - Dec 2023
2025 correction2025
-10.55%Jan 2025
3mo 18d1mo 21d
5mo 9dSep 2024 - Mar 2025

Drawdown Indicators


JIREBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-16.11%

-56.78%

+40.67%

Max Drawdown (1Y)

Largest decline over 1 year

-11.77%

-9.10%

-2.67%

Max Drawdown (3Y)

Largest decline over 3 years

-13.61%

-18.90%

+5.29%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-3.02%

-10.71%

+7.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

2.03%

+1.23%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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