Summary
JMOM
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 36.77% Volatility 19.70% Sharpe 0.91
Official loaded data — not a live quote.

JPMORGAN U.S. MOMENTUM FACTOR ETF

Symbol: JMOM

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 08/11/2017

Latest date: 03/06/2026

Current price: $83.53

Expense ratio: 0.12%

Assets under management
$2.2B
0.01% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

9.35%

Ann. -30.79% (Sharpe / Sortino numerator)

Volatility

22.27%

Sharpe ratio

-1.545

VaR 95%

-2.05%

CVaR 95%: -2.25%
Max drawdown: -7.36%
Sortino ratio: -2.850
Calmar ratio: -4.18

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

18.90%

Ann. 1.94% (Sharpe / Sortino numerator)

Volatility

18.00%

Sharpe ratio

-0.094

VaR 95%

-1.69%

CVaR 95%: -2.00%
Max drawdown: -8.03%
Sortino ratio: -0.153
Calmar ratio: 0.24

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

22.27%

Ann. 3.65% (Sharpe / Sortino numerator)

Volatility

16.21%

Sharpe ratio

0.001

VaR 95%

-1.73%

CVaR 95%: -2.11%
Max drawdown: -8.03%
Sortino ratio: 0.002
Calmar ratio: 0.45

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

36.77%

Ann. 21.46% (Sharpe / Sortino numerator)

Volatility

19.70%

Sharpe ratio

0.905

VaR 95%

-1.71%

CVaR 95%: -2.81%
Max drawdown: -8.03%
Sortino ratio: 1.154
Calmar ratio: 2.67

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

64.29%

Ann. 16.09% (Sharpe / Sortino numerator)

Volatility

17.95%

Sharpe ratio

0.694

VaR 95%

-1.71%

CVaR 95%: -2.61%
Max drawdown: -19.51%
Sortino ratio: 0.912
Calmar ratio: 0.82

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

111.98%

Ann. 21.48% (Sharpe / Sortino numerator)

Volatility

16.28%

Sharpe ratio

1.096

VaR 95%

-1.58%

CVaR 95%: -2.32%
Max drawdown: -19.51%
Sortino ratio: 1.489
Calmar ratio: 1.10

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.129%

Best day

3.363%

31/03/2026
Worst day

-2.53%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $83.52 $83.83 $83.13 $83.53 260,200
02/06/2026 $83.00 $83.71 $83.00 $83.67 155,900
01/06/2026 $82.00 $83.10 $81.97 $82.77 113,900
29/05/2026 $82.53 $82.63 $81.98 $82.44 132,700
28/05/2026 $81.59 $82.34 $81.15 $82.01 113,600
27/05/2026 $82.19 $82.19 $81.18 $81.49 130,800
26/05/2026 $81.41 $81.98 $81.18 $81.88 87,500
22/05/2026 $80.16 $80.79 $80.16 $80.46 92,200
21/05/2026 $78.93 $79.80 $78.84 $79.65 84,000
20/05/2026 $78.32 $79.30 $78.32 $79.29 70,700