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ISIN
US46641Q8520
CUSIP
46641Q852
Issuer
JPMorgan
Inception Date
Apr 5, 2017
Region
Global (Broad)
Category
Global Bonds
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$2B

Share Price Chart


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Performance

JPIB Performance Chart

JPMorgan International Bond Opportunities ETF (JPIB) is up 1.1% since the beginning of the year. JPIB is currently trading at $48 per share. Investors who bought $1,000 worth of JPIB shares 5 years ago would now be looking at an investment worth $1,153.


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S&P 500 Index

Returns By Period

JPMorgan International Bond Opportunities ETF (JPIB) has returned 1.14% so far this year and 5.11% over the past 12 months.


JPMorgan International Bond Opportunities ETF

1D
-0.02%
1M
0.98%
YTD
1.14%
6M
1.40%
1Y
5.11%
3Y*
5.97%
5Y*
2.89%
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)

JPIB Monthly Returns History

Based on dividend-adjusted daily data since Jul 5, 2017, JPIB's average daily return is +0.01%, while the average monthly return is +0.30%. At this rate, an investment would double in approximately 19.3 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2022 with a return of +3.7%, while the worst month was Mar 2020 at -5.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, JPIB closed higher 54% of trading days. The best single day was Mar 26, 2020 with a return of +2.3%, while the worst single day was Mar 18, 2020 at -3.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.92%0.88%-2.80%0.97%1.08%0.14%1.14%
20251.08%1.42%-0.38%1.20%0.30%1.24%0.15%1.00%0.87%0.57%0.35%0.12%8.19%
20240.21%-0.40%0.41%-1.33%1.34%0.14%2.08%1.09%1.23%-1.50%1.15%-0.91%3.48%
20233.19%-1.14%1.51%0.36%-0.51%-0.35%1.06%-0.56%-1.38%-0.43%3.52%3.25%8.68%
2022-1.18%-1.94%0.15%-2.88%-0.66%-3.83%3.39%-0.75%-2.77%0.41%3.72%0.04%-6.38%
2021-0.57%-0.30%0.12%0.68%-0.19%0.55%0.24%0.33%-0.29%-0.82%-0.75%1.17%0.14%

Benchmark Metrics

JPMorgan International Bond Opportunities ETF has an annualized alpha of 2.49%, beta of 0.09, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since July 05, 2017.

  • This ETF participated in 23.05% of S&P 500 Index downside but only 19.33% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.09 may look defensive, but with R2 of 0.13 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 0.13 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.

Alpha
2.49%
Beta
0.09
0.13
Upside Capture
19.33%
Downside Capture
23.05%

Expense Ratio

JPIB has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

JPIB ranks 38 for risk / return — below 38% 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.


JPIB Risk / Return Rank: 3838
Overall Rank
JPIB Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
JPIB Sortino Ratio Rank: 4141
Sortino Ratio Rank
JPIB Omega Ratio Rank: 4545
Omega Ratio Rank
JPIB Calmar Ratio Rank: 2828
Calmar Ratio Rank
JPIB Martin Ratio Rank: 3333
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 Bond Opportunities ETF (JPIB) 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.


JPIBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.59

Sortino ratioReturn per unit of downside risk

-0.72

Omega ratioGain probability vs. loss probability

1.28

1.37

-0.09

Calmar ratioReturn relative to maximum drawdown

1.37

2.78

-1.42

Martin ratioReturn relative to average drawdown

4.66

12.44

-7.78

Dividends

Dividend History

JPMorgan International Bond Opportunities ETF provided a 5.00% dividend yield over the last twelve months, with an annual payout of $2.41 per share. The fund has been increasing its distributions for 4 consecutive years.


2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$2.41$2.36$2.16$2.08$1.43$1.31$1.63$2.33$2.76$0.93

Dividend yield

5.00%4.85%4.57%4.35%3.10%2.59%3.14%4.66%5.83%1.81%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.19$0.19$0.19$0.27$0.17$1.01
2025$0.00$0.18$0.19$0.20$0.20$0.18$0.18$0.18$0.20$0.20$0.18$0.46$2.36
2024$0.00$0.15$0.12$0.19$0.17$0.19$0.18$0.19$0.18$0.22$0.19$0.38$2.16
2023$0.00$0.08$0.18$0.08$0.20$0.25$0.24$0.23$0.23$0.19$0.14$0.27$2.08
2022$0.00$0.09$0.13$0.10$0.27$0.11$0.15$0.12$0.12$0.10$0.08$0.16$1.43
2021$0.00$0.09$0.10$0.10$0.11$0.10$0.10$0.09$0.10$0.10$0.10$0.32$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 Bond Opportunities 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 Bond Opportunities ETF was 13.13%, occurring on Mar 19, 2020. Recovery took 84 trading sessions.

The current JPMorgan International Bond Opportunities ETF drawdown is 0.73%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-13.13%Mar 2020
14d4mo 3d
4mo 17dMar 2020 - Jul 2020
Bear market2022
-11.83%Oct 2022
1y 27d1y 2mo
2y 2moSep 2021 - Dec 2023
2026 pullback2026
-3.75%Mar 2026
28d
3mo 26dFeb 2026 - now
Rate-hike selloffLate 2018
-3.12%Dec 2018
11mo 2d1mo 9d
1y 6dJan 2018 - Feb 2019
2021 pullback2021
-2.19%Mar 2021
20d3mo 4d
3mo 24dFeb 2021 - Jun 2021

Drawdown Indicators


JPIBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.13%

-56.78%

+43.65%

Max Drawdown (1Y)

Largest decline over 1 year

-3.75%

-9.10%

+5.35%

Max Drawdown (3Y)

Largest decline over 3 years

-3.75%

-18.90%

+15.15%

Max Drawdown (5Y)

Largest decline over 5 years

-11.83%

-25.43%

+13.60%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.73%

-1.80%

+1.07%

Average Drawdown

Average peak-to-trough decline

-1.93%

-10.71%

+8.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.10%

2.03%

-0.93%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with JPIB

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