If you invested $100 a month in JPMorgan Income ETF
Buying $100 at each monthly close from December 2021 through October 2026, with dividends reinvested, turns $5,900.00 contributed into $6,668.97 as of October 29, 2026. Annualized money-weighted IRR: 5.09%.
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
$6,668.97
$768.97 total gain · 13.03% total return
Amount invested$5,900.00
Annualized (money-weighted IRR)5.09%
Investment multiple1.13×
● Your investment● S&P 500 (SPY)