Summary
JUSA
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 26.68% Volatility 19.96% Sharpe 0.65
Official loaded data — not a live quote.

JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF

Symbol: JUSA

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 13/03/2025

Latest date: 03/06/2026

Current price: $67.71

Expense ratio: 0.12%

Assets under management
$35.8M
-0.38% 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

4.23%

Ann. -39.91% (Sharpe / Sortino numerator)

Volatility

18.01%

Sharpe ratio

-2.418

VaR 95%

-1.62%

CVaR 95%: -1.69%
Max drawdown: -7.47%
Sortino ratio: -4.540
Calmar ratio: -5.35

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

10.36%

Ann. -15.18% (Sharpe / Sortino numerator)

Volatility

14.48%

Sharpe ratio

-1.299

VaR 95%

-1.51%

CVaR 95%: -1.75%
Max drawdown: -9.11%
Sortino ratio: -2.049
Calmar ratio: -1.67

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

10.13%

Ann. -3.17% (Sharpe / Sortino numerator)

Volatility

13.51%

Sharpe ratio

-0.504

VaR 95%

-1.50%

CVaR 95%: -1.83%
Max drawdown: -9.11%
Sortino ratio: -0.732
Calmar ratio: -0.35

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

26.68%

Ann. 16.53% (Sharpe / Sortino numerator)

Volatility

19.96%

Sharpe ratio

0.646

VaR 95%

-1.51%

CVaR 95%: -2.73%
Max drawdown: -12.43%
Sortino ratio: 0.671
Calmar ratio: 1.33

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

0.097%

Best day

2.941%

31/03/2026
Worst day

-2.578%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $67.97 $67.97 $67.70 $67.71 25,600
02/06/2026 $67.99 $68.26 $67.99 $68.23 18,100
01/06/2026 $68.04 $68.33 $67.91 $68.17 59,600
29/05/2026 $68.13 $68.14 $67.89 $67.99 858,500
28/05/2026 $67.57 $67.90 $67.49 $67.89 2,337,000
27/05/2026 $67.42 $67.52 $67.33 $67.45 6,700
26/05/2026 $67.51 $67.55 $67.27 $67.41 7,100
22/05/2026 $67.14 $67.18 $66.99 $66.99 4,200
21/05/2026 $66.43 $66.86 $66.41 $66.78 7,500
20/05/2026 $66.42 $66.70 $66.42 $66.70 4,300