JPIE
JPMORGAN INCOME ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
JPIE Quality Metrics & KPI Summary
| Metric | 1Y | Full History | ||
|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | |
| CAGR | 5.96% | 5.96% | 6.31% | 7.98% |
| Sharpe Ratio | 3.74 | 3.74 | 3.30 | 3.19 |
| Max Drawdown | -1.15% | -1.15% | -1.72% | -1.72% |
| % Time Invested | 100.0% | 100.0% | 80.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-04-24 | Open | Open | 100% | $40.19 | $46.09 | 14.69% | Mark-to-Market |
| 2023-11-08 | 2024-04-24 | Interest | 100% | $1.00 | $1.02 | 1.89% | Interest Income |
| 2023-11-06 | 2023-11-08 | Completed | 100% | $38.59 | $38.46 | -0.34% | Signal |
| 2023-10-26 | 2023-11-06 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
Return Distribution Analysis
