JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$13,964
Total Return
39.64%
CAGR
6.91%
Dividends
$1,032.68
Yield on Cost
10.33%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.63% |
| Median | +0.51% |
| Best | +17.62% |
| Worst | -17.42% |
| % of Windows Positive | 54.8% |
1-Year (252 Trading Days)
| Average | +6.66% |
| Median | +7.44% |
| Best | +69.37% |
| Worst | -36.30% |
| % of Windows Positive | 70.3% |
3-Year (756 Trading Days)
| Average | +21.65% |
| Median | +17.37% |
| Best | +98.64% |
| Worst | -23.01% |
| % of Windows Positive | 59.0% |
Risk Metrics
| Maximum Drawdown | -39.66% |
| Average Drawdown | -18.33% |
| Drawdown Duration | 1086 Trading Days |
| Sortino Ratio | 0.65 |
| Calmar Ratio | 0.17 |
| CVaR (5%) | -2.61% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +31.42% (+91.17% ann.) | +$3141.87 | $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 Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | March 18, 2021 – November 29, 2021 | -4.33% | -6.12% | $432.70 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -28.86% | -30.34% | $2886.36 | $155.39 | $31.08 | $0.25 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +18.84% | +9.76% | +$1884.25 | $596.48 | $119.29 | $0.94 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +76.49% | +39.52% | +$7648.57 | $623.29 | $124.66 | $1.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-12-15 | $0.0890 | 0.19% |
| 2021-12-21 | $0.5690 | 1.25% |
| 2021-12-30 | $0.0590 | 0.13% |
| 2022-12-20 | $0.9130 | 2.61% |
| 2023-12-19 | $1.0700 | 2.95% |
| 2024-12-24 | $0.9120 | 2.34% |
| 2025-12-16 | $1.4340 | 2.90% |
| Total | 7 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-12-15 | $17.47 | $3.49 | $0.03 | 0.2989 |
| 2021-12-21 | $111.82 | $22.37 | $0.18 | 1.9462 |
| 2021-12-30 | $11.71 | $2.34 | $0.02 | 0.1999 |
| 2022-12-20 | $181.38 | $36.27 | $0.29 | 4.2629 |
| 2023-12-19 | $217.13 | $43.42 | $0.34 | 4.8708 |
| 2024-12-24 | $189.51 | $37.90 | $0.30 | 3.9774 |
| 2025-12-16 | $303.67 | $60.73 | $0.49 | 5.0861 |
| Total | $1032.68 | $206.53 | $1.65 | 20.6424 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.