All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JAVA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

JAVA real return snapshot: after CPI-U inflation, JAVA returned +17.12% over the past year and +10.71% YTD, with dividends reinvested. Since Oct. 5, 2021, JAVA is up +43.53% in real purchasing-power return, or +7.45%/yr, and is currently −2.81% below its real total-return high on Aug. 14, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Tue 2021-10-05💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
JAVA × 		+43.53%
+7.45%/yr 		+8.44%/yr
R2=0.774
JPMorgan Active Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2021-10-05💬 to Fri 2026-10-16 Start
Value 		End
Value
JAVA × 		$10,000.00
2021-10-05 		$14,352.61
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
JAVA × 		+10.71% +17.12%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JAVA × 		−2.81%
on 2026-10-16
from 2026-08-14 peak 		−19.78%
on 2022-09-30
from 2022-01-14 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
JAVA × 		+17.12% +20.17%
+9.62%/yr 		+51.94%
+14.96%/yr 		+40.93%
+7.10%/yr 		—

Annual Returns

Year JAVA
2026 (YTD) +10.71%
2025 +11.93%
2024 +12.28%
2023 +6.88%
2022 −6.90%
2021 +3.67%