JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
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%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $12,016.01 | 20.16% | 3.74% | $1,084.96 | 10.85% |
| Real * | $9,722.63 | -2.77% | -0.56% | $929.87 | 9.30% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $216.99 · Transaction costs: $1.73 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +2.82% |
| Median Rolling Return | +5.98% |
| Best Rolling Return | +51.14% |
| Worst Rolling Return | -36.30% |
| % of Windows Positive | 65.0% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -39.70% |
| Drawdown Duration | 1089 Trading Days |
| Sortino Ratio | 0.42 |
| Calmar Ratio | 0.14 |
| CVaR (5%) | -2.53% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.63% (+41.75% ann.) | +$763.26 | $0.00 | $0.00 | $0.00 |
| 2025 | +34.13% | +$3412.70 | $383.32 | $76.66 | $0.61 |
| 2024 | +5.18% | +$517.54 | $251.59 | $50.32 | $0.40 |
| 2023 | +9.14% | +$914.47 | $314.62 | $62.92 | $0.50 |
| 2022 | -25.37% | $2537.10 | $196.14 | $39.23 | $0.31 |
| 2021 partial | -2.84% (-3.59% ann.) | $284.26 | $148.13 | $29.63 | $0.24 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | 2021-03-18 – 2021-11-29 | -4.33% | -6.12% | $432.70 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -28.86% | -30.34% | $2886.36 | $155.39 | $31.08 | $0.25 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +18.84% | +9.76% | +$1884.25 | $596.48 | $119.29 | $0.94 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +44.54% | +27.95% | +$4454.27 | $623.29 | $124.66 | $1.00 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-12-15 | $0.0890 | 0.19% | $18.35 | $3.67 | $0.03 | 0.3141 |
| 2021-12-21 | $0.5690 | 1.25% | $117.48 | $23.50 | $0.19 | 2.0448 |
| 2021-12-30 | $0.0590 | 0.13% | $12.30 | $2.46 | $0.02 | 0.2100 |
| 2022-12-20 | $0.9130 | 2.61% | $190.56 | $38.11 | $0.30 | 4.4787 |
| 2023-12-19 | $1.0700 | 2.95% | $228.12 | $45.62 | $0.36 | 5.1174 |
| 2024-12-24 | $0.9120 | 2.34% | $199.10 | $39.82 | $0.32 | 4.1788 |
| 2025-12-16 | $1.4340 | 2.90% | $319.05 | $63.81 | $0.51 | 5.3436 |
| Total | 7 payments | $1084.96 | $216.99 | $1.73 | 21.6875 |
DGRE
WisdomTree Emerging Markets Quality Dividend Growth Fund
CAGR 4.06% Total 65.24% Final $16,524.14
2013-08-01 — 2026-03-18
FEMR.L
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF USD Acc
CAGR 4.59% Total 26.93% Final $12,693.39
2020-11-24 — 2026-03-18
SPYV.DE
State Street SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF
CAGR -0.61% Total -8.40% Final €9,159.87
2011-10-13 — 2026-03-18