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

Total Real Returns

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

JPIE real return snapshot: after CPI-U inflation, JPIE returned +1.06% over the past year and −1.27% YTD, with dividends reinvested. Since Nov. 2, 2021, JPIE is down −2.95% in real purchasing-power return, or −0.63%/yr, and is currently −3.15% below its real total-return high on Nov. 5, 2021.

Data ending Tue Aug. 11, 2026

Growth of $10,000

Tue 2021-11-02💬 to Tue 2026-08-11 Overall
Return
Exponential
Trendline
JPIE
×
−2.95%
−0.63%/yr
+1.72%/yr
R2=0.268
JPMorgan Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2021-11-02💬 to Tue 2026-08-11 Start
Value
End
Value
JPIE
×
$10,000.00
2021-11-02
$9,704.77
2026-08-11

This Year’s Performance

through 2026-08-11

  YTD YoY
JPIE
×
−1.27% +1.06%

Drawdowns

  Current
Drawdown
Worst
Drawdown
JPIE
×
−3.15%
on 2026-08-11
from 2021-11-05 peak
−16.17%
on 2022-10-20
from 2021-11-05 peak

Rolling Returns

Period ending Tue 2026-08-11 1 yr 2 yr 3 yr 5 yr 10 yr
JPIE
×
+1.06% +5.31%
+2.62%/yr
+11.43%
+3.67%/yr

Annual Returns

Year JPIE
2026 (YTD) −1.27%
2025 +4.59%
2024 +3.35%
2023 +3.61%
2022 −11.83%
2021 −0.46%