Summary
JMSI
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 5.77% Volatility 4.06% Sharpe 0.00
Official loaded data — not a live quote.

JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF

Symbol: JMSI

Exchange: NYSE

Sector: Technology

Category: Muni National Interm

Inception date: 09/02/1993

Latest date: 03/06/2026

Current price: $50.16

Expense ratio: 0.18%

Assets under management
$363.8M
0.03% 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

0.27%

Ann. -18.84% (Sharpe / Sortino numerator)

Volatility

5.44%

Sharpe ratio

-4.128

VaR 95%

-0.74%

CVaR 95%: -0.77%
Max drawdown: -2.19%
Sortino ratio: -4.898
Calmar ratio: -8.60

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

-0.36%

Ann. -2.58% (Sharpe / Sortino numerator)

Volatility

3.85%

Sharpe ratio

-1.614

VaR 95%

-0.43%

CVaR 95%: -0.68%
Max drawdown: -3.29%
Sortino ratio: -1.778
Calmar ratio: -0.78

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

1.10%

Ann. 1.54% (Sharpe / Sortino numerator)

Volatility

3.05%

Sharpe ratio

-0.686

VaR 95%

-0.27%

CVaR 95%: -0.52%
Max drawdown: -3.29%
Sortino ratio: -0.748
Calmar ratio: 0.47

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

5.77%

Ann. 3.64% (Sharpe / Sortino numerator)

Volatility

4.06%

Sharpe ratio

0.004

VaR 95%

-0.34%

CVaR 95%: -0.69%
Max drawdown: -3.29%
Sortino ratio: 0.004
Calmar ratio: 1.11

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

7.11%

Ann. 3.30% (Sharpe / Sortino numerator)

Volatility

3.69%

Sharpe ratio

-0.089

VaR 95%

-0.33%

CVaR 95%: -0.61%
Max drawdown: -3.59%
Sortino ratio: -0.098
Calmar ratio: 0.92

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

10.01%

Ann. 3.50% (Sharpe / Sortino numerator)

Volatility

3.77%

Sharpe ratio

-0.024

VaR 95%

-0.37%

CVaR 95%: -0.60%
Max drawdown: -4.56%
Sortino ratio: -0.028
Calmar ratio: 0.77

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

0.023%

Best day

0.597%

01/08/2025
Worst day

-0.801%

24/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $50.14 $50.20 $50.10 $50.16 43,500
02/06/2026 $50.23 $50.23 $50.13 $50.22 33,700
01/06/2026 $49.90 $50.13 $49.90 $50.07 39,800
29/05/2026 $50.02 $50.28 $50.02 $50.21 15,900
28/05/2026 $50.14 $50.19 $50.00 $50.13 47,800
27/05/2026 $50.02 $50.08 $49.94 $50.05 24,600
26/05/2026 $50.02 $50.06 $49.93 $50.01 116,700
22/05/2026 $49.73 $49.84 $49.73 $49.76 99,100
21/05/2026 $49.51 $49.78 $49.51 $49.78 26,100
20/05/2026 $49.72 $49.75 $49.58 $49.66 35,700