PortfoliosLab logo

JPMorgan BetaBuilders MSCI US REIT ETF (BBRE)

ETF · Currency in USD · Last updated May 25, 2022

BBRE is a passive ETF by JPMorgan Chase tracking the investment results of the MSCI US REIT Index. BBRE launched on Jun 15, 2018 and has a 0.11% expense ratio.

ETF Info

  • ISINUS46641Q7381
  • CUSIP46641Q738
  • IssuerJPMorgan Chase
  • Inception DateJun 15, 2018
  • RegionNorth America (U.S.)
  • CategoryREIT
  • Expense Ratio0.11%
  • Index TrackedMSCI US REIT Index
  • ETF Home Pageam.jpmorgan.com
  • Asset ClassReal Estate
  • Asset Class Size

    Multi-Cap
  • Asset Class Style

    Blend

Trading Data

  • Previous Close$92.52
  • Year Range$90.85 - $110.81
  • EMA (50)$99.44
  • EMA (200)$100.22
  • Average Volume$111.19K

BBREShare Price Chart


Chart placeholderClick Calculate to get results

BBREPerformance

The chart shows the growth of $10,000 invested in JPMorgan BetaBuilders MSCI US REIT ETF on Jun 19, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,636 for a total return of roughly 36.36%. All prices are adjusted for splits and dividends.


BBRE (JPMorgan BetaBuilders MSCI US REIT ETF)
Benchmark (^GSPC)

BBREReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-13.83%-7.73%
YTD-16.51%-17.30%
6M-11.32%-15.83%
1Y2.64%-5.16%
5Y8.45%7.85%
10Y8.45%7.85%

BBREMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

BBRESharpe 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 MSCI US REIT ETF Sharpe ratio is 0.08. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


BBRE (JPMorgan BetaBuilders MSCI US REIT ETF)
Benchmark (^GSPC)

BBREDividend History

JPMorgan BetaBuilders MSCI US REIT ETF granted a 2.11% dividend yield in the last twelve months, as of May 25, 2022. The annual payout for that period amounted to $1.95 per share.


PeriodTTM2021202020192018
Dividend$1.95$1.89$2.51$1.94$1.41

Dividend yield

2.11%1.71%3.24%2.33%2.14%

BBREDrawdowns Chart

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


BBRE (JPMorgan BetaBuilders MSCI US REIT ETF)
Benchmark (^GSPC)

BBREWorst Drawdowns

The table below shows the maximum drawdowns of the JPMorgan BetaBuilders MSCI US REIT 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 MSCI US REIT ETF is 43.61%, recorded on Mar 23, 2020. It took 271 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.61%Feb 24, 202021Mar 23, 2020271Apr 20, 2021292
-18.02%Jan 3, 202296May 19, 2022
-14.33%Aug 9, 201880Dec 24, 201827Feb 5, 2019107
-7.4%Sep 7, 202118Sep 30, 202118Oct 26, 202136
-6.11%Oct 25, 201937Dec 17, 201922Jan 21, 202059
-5.67%Nov 26, 20214Dec 1, 20215Dec 8, 20219
-5.07%Jun 21, 20194Jun 26, 20199Jul 10, 201913
-4.26%May 3, 20218May 12, 20218May 24, 202116
-4.06%Apr 15, 20195Apr 22, 20199May 3, 201914
-4.04%Jul 11, 201918Aug 5, 201910Aug 19, 201928

BBREVolatility Chart

Current JPMorgan BetaBuilders MSCI US REIT ETF volatility is 25.25%. 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.


BBRE (JPMorgan BetaBuilders MSCI US REIT ETF)
Benchmark (^GSPC)

Portfolios with JPMorgan BetaBuilders MSCI US REIT ETF


Loading data...

More Tools for JPMorgan BetaBuilders MSCI US REIT ETF