JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L)
BBDD.L is a passive ETF by JPMorgan tracking the investment results of the Russell 1000 TR USD. BBDD.L launched on Apr 3, 2019 and has a 0.05% expense ratio.
ETF Info
| ISIN | IE00BJK9H860 |
|---|---|
| WKN | A2PEJX |
| Issuer | JPMorgan |
| Inception Date | Apr 3, 2019 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The JPMorgan BetaBuilders US Equity UCITS ETF (Dist) has an expense ratio of 0.05% which is considered to be low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in JPMorgan BetaBuilders US Equity UCITS ETF (Dist), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) had a return of 6.32% year-to-date (YTD) and 23.14% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.32% | 5.84% |
| 1 month | -3.43% | -2.98% |
| 6 months | 17.15% | 22.02% |
| 1 year | 23.14% | 24.47% |
| 5 years (annualized) | 12.07% | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.95% | 4.79% | 3.37% | |||||||||
| 2023 | -0.72% | -3.17% | 4.94% | 4.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)(BBDD.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to £0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan BetaBuilders US Equity UCITS ETF (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | |||||||||
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan BetaBuilders US Equity UCITS ETF (Dist). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan BetaBuilders US Equity UCITS ETF (Dist) was 25.72%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.
The current JPMorgan BetaBuilders US Equity UCITS ETF (Dist) drawdown is 3.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.72% | Feb 20, 2020 | 23 | Mar 23, 2020 | 96 | Aug 24, 2020 | 119 |
| -17.23% | Dec 10, 2021 | 126 | Jun 16, 2022 | 314 | Sep 14, 2023 | 440 |
| -7.06% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -6.98% | Aug 2, 2019 | 56 | Oct 21, 2019 | 44 | Dec 23, 2019 | 100 |
| -6.09% | Sep 15, 2023 | 32 | Oct 30, 2023 | 12 | Nov 15, 2023 | 44 |
Volatility
Volatility Chart
The current JPMorgan BetaBuilders US Equity UCITS ETF (Dist) volatility is 2.91%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.