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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)

ETF · Currency in USD · Last updated Mar 18, 2023

BBMC is a passive ETF by JPMorgan Chase tracking the investment results of the Morningstar US Mid Cap Target Market Exposure Extended Index. BBMC launched on Apr 14, 2020 and has a 0.07% expense ratio.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in JPMorgan BetaBuilders U.S. Mid Cap Equity ETF in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,034 for a total return of roughly 50.34%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2023FebruaryMarch
3.15%
6.48%
BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF)
Benchmark (^GSPC)

S&P 500

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Return

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF had a return of -1.65% year-to-date (YTD) and -12.89% in the last 12 months. Over the past 10 years, JPMorgan BetaBuilders U.S. Mid Cap Equity ETF had an annualized return of 15.36%, outperforming the S&P 500 benchmark which had an annualized return of 7.06%.


PeriodReturnBenchmark
1 month-11.32%-5.31%
Year-To-Date-1.65%2.01%
6 months-4.01%0.39%
1 year-12.89%-10.12%
5 years (annualized)15.36%7.06%
10 years (annualized)15.36%7.06%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20239.93%-2.00%
2022-9.50%9.01%5.11%-6.01%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current JPMorgan BetaBuilders U.S. Mid Cap Equity ETF Sharpe ratio is -0.49. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.49
-0.43
BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF)
Benchmark (^GSPC)

Dividend History

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF granted a 1.50% dividend yield in the last twelve months. The annual payout for that period amounted to $1.07 per share.


PeriodTTM202220212020
Dividend$1.07$1.07$0.80$0.54

Dividend yield

1.50%1.48%0.89%0.70%

Monthly Dividends

The table displays the monthly dividend distributions for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.13$0.00$0.00$0.23$0.00$0.00$0.29$0.00$0.00$0.42
2021$0.00$0.00$0.08$0.00$0.00$0.18$0.00$0.00$0.20$0.00$0.00$0.33
2020$0.09$0.00$0.00$0.18$0.00$0.00$0.27

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-25.29%
-18.34%
BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF is 30.11%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.11%Nov 9, 2021152Jun 16, 2022
-9.94%Jun 9, 20203Jun 11, 202032Aug 5, 202035
-7.54%Sep 3, 202015Sep 24, 20206Oct 5, 202021
-7.05%Apr 28, 202111May 12, 202131Jun 25, 202142
-6.87%May 12, 20202May 13, 20202May 18, 20204
-6.71%Mar 16, 20217Mar 24, 202116Apr 16, 202123
-6.62%Jun 28, 202115Jul 19, 202129Aug 27, 202144
-6.27%Feb 16, 202113Mar 4, 20216Mar 12, 202119
-6.01%Oct 26, 20205Oct 30, 20204Nov 5, 20209
-5.49%Jan 21, 20217Jan 29, 20215Feb 5, 202112

Volatility Chart

Current JPMorgan BetaBuilders U.S. Mid Cap Equity ETF volatility is 27.72%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2023FebruaryMarch
27.72%
21.17%
BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF)
Benchmark (^GSPC)