JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
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.
Compare to other instruments
Popular comparisons: BBMC vs. VIS, BBMC vs. VOO, BBMC vs. MGK, BBMC vs. VGT, BBMC vs. VOT, BBMC vs. VOE, BBMC vs. JEPQ
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%.
| Period | Return | Benchmark |
|---|---|---|
| 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
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 9.93% | -2.00% | ||||||||||
| 2022 | -9.50% | 9.01% | 5.11% | -6.01% |
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.
| Period | TTM | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -9.94% | Jun 9, 2020 | 3 | Jun 11, 2020 | 32 | Aug 5, 2020 | 35 |
| -7.54% | Sep 3, 2020 | 15 | Sep 24, 2020 | 6 | Oct 5, 2020 | 21 |
| -7.05% | Apr 28, 2021 | 11 | May 12, 2021 | 31 | Jun 25, 2021 | 42 |
| -6.87% | May 12, 2020 | 2 | May 13, 2020 | 2 | May 18, 2020 | 4 |
| -6.71% | Mar 16, 2021 | 7 | Mar 24, 2021 | 16 | Apr 16, 2021 | 23 |
| -6.62% | Jun 28, 2021 | 15 | Jul 19, 2021 | 29 | Aug 27, 2021 | 44 |
| -6.27% | Feb 16, 2021 | 13 | Mar 4, 2021 | 6 | Mar 12, 2021 | 19 |
| -6.01% | Oct 26, 2020 | 5 | Oct 30, 2020 | 4 | Nov 5, 2020 | 9 |
| -5.49% | Jan 21, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
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.