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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) has returned 0.38% so far this year and 4.69% over the past 12 months.
J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF
- 1D
- -0.08%
- 1M
- -0.74%
- YTD
- 0.38%
- 6M
- 1.58%
- 1Y
- 4.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jul 31, 2023, JPLD's average daily return is +0.02%, while the average monthly return is +0.49%. At this rate, your investment would double in approximately 11.8 years.
Historically, 88% of months were positive and 13% were negative. The best month was Dec 2023 with a return of +1.4%, while the worst month was Mar 2026 at -0.7%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 1 months.
On a daily basis, JPLD closed higher 56% of trading days. The best single day was May 9, 2024 with a return of +0.5%, while the worst single day was Apr 10, 2025 at -0.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.59% | 0.53% | -0.74% | 0.38% | |||||||||
| 2025 | 0.49% | 0.94% | 0.21% | 0.38% | 0.35% | 0.81% | 0.19% | 0.88% | 0.42% | 0.42% | 0.37% | 0.39% | 6.01% |
| 2024 | 0.72% | 0.06% | 0.65% | -0.13% | 1.07% | 0.71% | 1.28% | 0.82% | 0.88% | -0.46% | 0.56% | 0.16% | 6.49% |
| 2023 | 0.38% | -0.09% | 0.38% | 1.13% | 1.39% | 3.23% |
Benchmark Metrics
J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF has an annualized alpha of 6.06%, beta of 0.00, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since August 01, 2023.
- This ETF captured 17.58% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -7.38%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.00 may look defensive, but with R² of 0.00 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 0.00 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
- 6.06%
- Beta
- 0.00
- R²
- 0.00
- Upside Capture
- 17.58%
- Downside Capture
- -7.38%
Expense Ratio
JPLD has an expense ratio of 0.24%, which is considered low.
Return for Risk
Risk / Return Rank
JPLD ranks 96 for risk / return — in the top 96% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table 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 (S&P 500 Index).
| JPLD | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.63 | 0.90 | +1.74 |
Sortino ratioReturn per unit of downside risk | 4.05 | 1.39 | +2.66 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.21 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 4.03 | 1.40 | +2.63 |
Martin ratioReturn relative to average drawdown | 19.92 | 6.61 | +13.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore JPLD risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF provided a 4.22% dividend yield over the last twelve months, with an annual payout of $2.20 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $2.20 | $2.22 | $2.30 | $0.93 |
Dividend yield | 4.22% | 4.24% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.18 | $0.17 | $0.35 | |||||||||
| 2025 | $0.00 | $0.19 | $0.18 | $0.19 | $0.19 | $0.19 | $0.15 | $0.19 | $0.19 | $0.19 | $0.19 | $0.38 | $2.22 |
| 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 0.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.17% | Apr 7, 2025 | 4 | Apr 10, 2025 | 13 | Apr 30, 2025 | 17 |
| -1% | Mar 2, 2026 | 19 | Mar 26, 2026 | — | — | — |
| -0.71% | Sep 30, 2024 | 28 | Nov 6, 2024 | 16 | Nov 29, 2024 | 44 |
| -0.58% | Sep 25, 2023 | 18 | Oct 18, 2023 | 6 | Oct 26, 2023 | 24 |
| -0.55% | Aug 10, 2023 | 8 | Aug 21, 2023 | 6 | Aug 29, 2023 | 14 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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