PortfoliosLab logoPortfoliosLab logo
JPMorgan Equity Premium Yield ETF (ROCY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
JPMorgan
Inception Date
Mar 18, 2026
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

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


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in JPMorgan Equity Premium Yield ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period


JPMorgan Equity Premium Yield ETF

1D
2.51%
1M
YTD
6M
1Y
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 19, 2026, ROCY's average daily return is -0.09%, while the average monthly return is -0.79%.

Historically, 0% of months were positive and 100% were negative. The best month was Mar 2026 with a return of -0.8%, while the worst month was Mar 2026 at -0.8%. The longest winning streak lasted 0 consecutive months, and the longest losing streak was 1 months.

On a daily basis, ROCY closed higher 38% of trading days. The best single day was Mar 31, 2026 with a return of +2.5%, while the worst single day was Mar 27, 2026 at -1.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.79%-0.79%

Expense Ratio

ROCY has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

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


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History


JPMorgan Equity Premium Yield ETF doesn't pay dividends

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the JPMorgan Equity Premium Yield 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 Equity Premium Yield ETF was 3.35%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current JPMorgan Equity Premium Yield ETF drawdown is 0.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-3.35%Mar 26, 20263Mar 30, 2026
-1.13%Mar 20, 20261Mar 20, 20263Mar 25, 20264

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...