Summary
JUSA
Prices · period metrics · 12M
NAV as of 15/10/2026
02/04/2025 → 02/04/2026
Return 16.10% 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: 15/10/2026

Current price: $69.13

Expense ratio: 0.12%

Assets under management
$720.8M
0.86% 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

1.87%

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

1.90%

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

9.33%

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

16.10%

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: 15/10/2025 - 15/10/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.063%

Best day

2.941%

31/03/2026
Worst day

-2.429%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
15/10/2026 $68.54 $69.19 $68.50 $69.13 160,800
14/10/2026 $69.44 $69.47 $68.65 $69.01 45,400
13/10/2026 $69.66 $69.75 $69.53 $69.71 44,000
12/10/2026 $69.85 $69.91 $69.73 $69.83 26,000
09/10/2026 $69.54 $69.86 $69.54 $69.84 44,500
08/10/2026 $69.36 $69.69 $69.26 $69.46 122,500
07/10/2026 $69.60 $69.74 $69.41 $69.68 114,000
06/10/2026 $69.88 $70.09 $69.75 $69.92 125,600
05/10/2026 $69.02 $69.67 $69.02 $69.47 82,800
02/10/2026 $69.51 $69.51 $68.99 $69.10 220,600