JPMorgan High Yield Research Enhanced ETF (JPHY)

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The chart shows the growth of an initial investment of $10,000 in JPMorgan High Yield 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.

Based on dividend-adjusted daily data since Jun 25, 2025, JPHY's average daily return is +0.02%, while the average monthly return is +0.41%. At this rate, your investment would double in approximately 14.1 years.

Historically, 70% of months were positive and 30% were negative. The best month was Aug 2025 with a return of +1.3%, while the worst month was Mar 2026 at -0.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, JPHY closed higher 54% of trading days. The best single day was Mar 31, 2026 with a return of +0.8%, while the worst single day was Mar 20, 2026 at -0.6%.

JPMorgan High Yield Research Enhanced ETF has an annualized alpha of 3.74%, beta of 0.18, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since June 26, 2025.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (30.34%) than losses (3.74%) — typical of diversified or defensive assets.
• Beta of 0.18 may look defensive, but with R² of 0.48 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 0.48 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

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

The table below present risk-adjusted performance metrics for JPMorgan High Yield Research Enhanced ETF (JPHY) and compare them to a chosen benchmark (S&P 500 Index).

JPMorgan High Yield Research Enhanced ETF provided a 4.39% dividend yield over the last twelve months, with an annual payout of $2.20 per share.

The table displays the monthly dividend distributions for JPMorgan High Yield Research Enhanced 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 High Yield 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 High Yield Research Enhanced ETF was 1.65%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current JPMorgan High Yield Research Enhanced ETF drawdown is 0.65%.

The chart below shows the rolling one-month volatility.