JP Morgan Sortino Ratio

JPIB ETF  USD 48.12  0.10  0.21%   
The Sortino Ratio measures risk-adjusted return using only downside deviation rather than total volatility. Unlike the Sharpe Ratio, which penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only returns below a target threshold, making it a more targeted measure of harmful volatility. Below is JP Morgan's current Sortino Ratio with peer comparisons and related risk metrics.

Current Sortino Ratio Value

A Sortino Ratio of 0 for JP Morgan signals its current reading on this measure. This reflects JP Morgan's positioning relative to its own recent range within ETF.

Sortino Ratio

 = 

ER[a] - ER[b]

DD

 = 
0
ER[a] = Expected return on investing in JP Morgan
ER[b] = Expected return on market index or selected benchmark
DD = Downside Deviation

Sortino Ratio Peers Comparison

Sortino Ratio Relative To Other Indicators

The chart below plots Sortino Ratio against Maximum Drawdown for JP Morgan and its peers. Each point represents one equity — position along the horizontal axis shows Sortino Ratio while the vertical axis shows Maximum Drawdown. Equities that cluster in different quadrants carry distinct risk-return profiles. Use the dropdowns to swap in other indicators for either axis.
Compare JP Morgan to Peers

Methodology, Assumptions & Data Sources

JP Morgan has a current Sortino Ratio reading of 0. Sortino Ratio for JP Morgan is derived by applying a defined formula to historical price observations, producing a time-series of comparable readings. The underlying data comes from exchange-reported daily closes with corporate action adjustments applied where relevant. The calculation assumes continuous price data across the selected period. All readings are presented as reference data.

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