J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD)
JPLD is an actively managed ETF by JPMorgan. JPLD launched on Feb 2, 1993 and has a 0.24% expense ratio.
ETF Info
| Issuer | JPMorgan |
|---|---|
| Inception Date | Feb 2, 1993 |
| Category | Short-Term Bond |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Bond |
Expense Ratio
JPLD has an expense ratio of 0.24%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: JPLD vs. BBSA, JPLD vs. ISDB, JPLD vs. JPST, JPLD vs. BND, JPLD vs. VCIT, JPLD vs. TLT, JPLD vs. VCSH, JPLD vs. JMST, JPLD vs. SHYG, JPLD vs. CCRV
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.
Returns By Period
J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF had a return of 5.75% year-to-date (YTD) and 8.27% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.75% | 25.82% |
| 1 month | -0.04% | 3.20% |
| 6 months | 3.79% | 14.94% |
| 1 year | 8.27% | 35.92% |
| 5 years (annualized) | N/A | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.72% | 0.06% | 0.65% | -0.13% | 1.07% | 0.71% | 1.28% | 0.82% | 0.88% | -0.46% | 5.75% | ||
| 2023 | 0.38% | -0.09% | 0.38% | 1.13% | 1.38% | 3.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JPLD is 98, placing it in the top 2% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF provided a 4.47% dividend yield over the last twelve months, with an annual payout of $2.30 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $2.30 | $0.93 |
Dividend yield | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $1.92 | |
| 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.
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 0.71%, occurring on Nov 6, 2024. The portfolio has not yet recovered.
The current J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF drawdown is 0.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.71% | Sep 30, 2024 | 28 | Nov 6, 2024 | — | — | — |
| -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 |
| -0.53% | Mar 28, 2024 | 13 | Apr 16, 2024 | 12 | May 2, 2024 | 25 |
| -0.41% | May 8, 2024 | 1 | May 8, 2024 | 1 | May 9, 2024 | 2 |
Volatility
Volatility Chart
The current J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF volatility is 0.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.