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J P Morgan Exchange-Traded Fund Trust - Limited Du...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

JPMorgan

Inception Date

Feb 2, 1993

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Bond

Expense Ratio

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


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) returned 1.90% year-to-date (YTD) and 6.34% over the past 12 months.


JPLD

YTD

1.90%

1M

0.66%

6M

2.61%

1Y

6.34%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

1.30%

1M

12.79%

6M

1.49%

1Y

12.35%

5Y*

15.12%

10Y*

10.89%

*Annualized

Monthly Returns

The table below presents the monthly returns of JPLD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.49%0.94%0.21%0.38%-0.13%1.90%
20240.72%0.06%0.65%-0.13%1.07%0.71%1.28%0.82%0.88%-0.46%0.56%0.16%6.50%
20230.38%-0.09%0.38%1.13%1.38%3.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 98, JPLD is among the top 2% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JPLD is 9898
Overall Rank
The Sharpe Ratio Rank of JPLD is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of JPLD is 9898
Sortino Ratio Rank
The Omega Ratio Rank of JPLD is 9898
Omega Ratio Rank
The Calmar Ratio Rank of JPLD is 9898
Calmar Ratio Rank
The Martin Ratio Rank of JPLD is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF Sharpe ratios as of May 18, 2025 (values are recalculated daily):

  • 1-Year: 3.36
  • All Time: 3.28

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF provided a 4.40% dividend yield over the last twelve months, with an annual payout of $2.28 per share.


2.00%2.50%3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.50$2.0020232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$2.28$2.30$0.93

Dividend yield

4.40%4.47%1.83%

Monthly Dividends

The table displays the monthly dividend distributions for J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.19$0.18$0.19$0.19$0.74
2024$0.00$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.38$2.30
2023$0.18$0.18$0.18$0.38$0.93

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 J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond 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 J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF was 1.17%, occurring on Apr 10, 2025. Recovery took 13 trading sessions.

The current J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF drawdown is 0.13%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-1.17%Apr 7, 20254Apr 10, 202513Apr 30, 202517
-0.71%Sep 30, 202428Nov 6, 202416Nov 29, 202444
-0.58%Sep 25, 202318Oct 18, 20236Oct 26, 202324
-0.55%Aug 10, 20238Aug 21, 20236Aug 29, 202314
-0.53%Mar 28, 202413Apr 16, 202412May 2, 202425

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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