If you invested $100 a month in Jpmorgan Active Bond ETF
Buying $100 at each monthly close from November 2023 through October 2026, with dividends reinvested, turns $3,600.00 contributed into $3,754.57 as of October 29, 2026. Annualized money-weighted IRR: 2.90%.
Available history only; standard five-year history is unavailable.
| Monthly schedule | Invested | Value | Annualized (money-weighted IRR) | SPY same-schedule value (reinvested) |
|---|---|---|---|---|
| 5 years · $50/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 5 years · $100/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 5 years · $500/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 10 years · $50/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 10 years · $100/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 10 years · $500/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $50/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $100/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $500/month | Not enough history | Not enough history | Not enough history | Not enough history |
Asset last price date: 2026-10-29; SPY last price date: 2026-10-29. The latest month may be incomplete. Zero initial investment; contributions start the following month. Monthly observations are estimates, not executable trades. Fees, taxes and FX excluded. Curated surviving assets; delisted companies are absent. Not financial advice. Past performance doesn’t predict future returns.
YOUR INVESTMENT TODAY
$3,754.57
$154.57 total gain · 4.29% total return
Amount invested$3,600.00
Annualized (money-weighted IRR)2.90%
Investment multiple1.04×
● Your investment● S&P 500 (SPY)