JPIE ETF

JPIE ETF
$45.43
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Returns Overview

1 Month
-0.50%
3 Months
+0.19%
6 Months
+0.86%
YTD
+1.25%
1 Year
+4.45%
3 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JPIE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This ETF (YTD)
+1.25%
Peer Avg (YTD)
+0.12%
vs Peers
+1.13%

JPIE ETF Performance

JPIE performance across multiple time periods: 1-month -0.50%, YTD 1.25%, 1-year 4.45%, 3-year 6.64%.

JPIE returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

JPIE vs another fund shows side-by-side returns. JPIE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.50%N/A
3 Months+0.19%N/A
6 Months+0.86%N/A
1 Year+4.45%N/A
3 Years+6.64%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized