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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.04% 0.11% 6.001M 545.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 25.00% -1.664M Upgrade

Basic Info

Investment Strategy
The Fund seeks to closely correspond to the performance of the ICE US.Treasury 20+ Year Bond Index which measures the performance of US dollar-denominated, fixed rate securities with minimum term to maturity greater than 20 year. It invest at least 80% of its Assets in securities included in the Underlying Index.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Government
Peer Group General U.S. Treasury Funds
Global Macro Bond Government
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General U.S. Treasury Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
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Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
-7.86%
4.27%
0.65%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.01%
18.68%
23.62%
-6.20%
-39.16%
1.39%
-12.74%
0.62%
1.29%
13.74%
18.07%
-5.00%
-29.45%
3.31%
-6.24%
5.28%
0.49%
9.99%
12.56%
-3.76%
-19.97%
3.32%
-2.95%
5.84%
0.25%
10.11%
13.79%
-5.38%
-25.25%
4.03%
-4.22%
6.47%
0.38%
As of January 20, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.10%
Stock 0.00%
Bond 99.91%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Basic Info

Investment Strategy
The Fund seeks to closely correspond to the performance of the ICE US.Treasury 20+ Year Bond Index which measures the performance of US dollar-denominated, fixed rate securities with minimum term to maturity greater than 20 year. It invest at least 80% of its Assets in securities included in the Underlying Index.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Government
Peer Group General U.S. Treasury Funds
Global Macro Bond Government
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General U.S. Treasury Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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