Seasonal Evaluation for JPMorgan Ultra-Short Income ETF (JPST)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 87.50% | 100.00% | 88.89% |
| Median Return | 0.69% | 0.84% | 0.69% | 0.63% |
| Average Return | 0.56% | 0.84% | 0.62% | 0.77% |
| Maximum Gain | 1.30% | 2.58% | 1.88% | 1.89% |
| Gain Year | 2024 | 2020 | 2024 | 2023 |
| Maximum Loss | -1.18% | -0.15% | 0.12% | -0.21% |
| Loss Year | 2020 | 2022 | 2021 | 2021 |
| Based on the past 8 years (2018-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 82.35% | 94.12% | 81.25% | 94.44% |
| Median Return | 0.63% | 0.73% | 0.84% | 0.66% |
| Average Return | 0.67% | 0.71% | 0.69% | 0.69% |
| Maximum Gain | 1.89% | 2.58% | 2.58% | 1.89% |
| Gain Year | 2023 | 2020 | 2020 | 2023 |
| Maximum Loss | -1.18% | -0.15% | -1.18% | -0.21% |
| Loss Year | 2020 | 2022 | 2020 | 2021 |
| Based on the past 8 years (2018-2025) | ||||