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JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (B...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BJK9H753

WKN

A2PEJW

Issuer

JPMorgan

Inception Date

Apr 3, 2019

Leveraged

1x

Index Tracked

Russell 1000 TR USD

Domicile

Ireland

Distribution Policy

Accumulating

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

BBSU.L has an expense ratio of 0.05%, which is considered low compared to other funds.


Expense ratio chart for BBSU.L: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BBSU.L vs. VOO BBSU.L vs. XLC
Popular comparisons:
BBSU.L vs. VOO BBSU.L vs. XLC

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in JPMorgan BetaBuilders US Equity UCITS ETF (Acc), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
18.27%
17.55%
BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc))
Benchmark (^GSPC)

Returns By Period

JPMorgan BetaBuilders US Equity UCITS ETF (Acc) had a return of 2.46% year-to-date (YTD) and 25.18% in the last 12 months.


BBSU.L

YTD

2.46%

1M

1.53%

6M

19.48%

1Y

25.18%

5Y*

14.96%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.92%

1M

0.88%

6M

15.58%

1Y

20.89%

5Y*

12.50%

10Y*

11.34%

*Annualized

Monthly Returns

The table below presents the monthly returns of BBSU.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.31%2.46%
20242.29%4.77%3.42%-2.29%0.87%6.38%-0.99%-0.86%0.50%4.25%7.02%-0.54%27.19%
20233.63%0.35%0.38%-0.15%2.34%4.14%2.21%0.23%-0.71%-2.90%4.97%4.80%20.71%
2022-6.66%-1.28%6.79%-3.97%-2.98%-4.68%8.01%1.94%-3.67%2.54%-1.83%-4.03%-10.46%
2021-0.22%0.82%4.94%4.92%-1.90%5.06%1.74%4.02%-1.88%3.96%3.02%1.81%29.25%
20200.78%-6.72%-7.34%9.64%6.03%2.19%-0.24%6.23%-0.00%-3.19%7.66%1.53%16.07%
20192.08%-2.23%5.21%7.06%-2.93%1.25%-3.19%4.22%0.38%11.91%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, BBSU.L is among the top 14% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BBSU.L is 8686
Overall Rank
The Sharpe Ratio Rank of BBSU.L is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of BBSU.L is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BBSU.L is 8484
Omega Ratio Rank
The Calmar Ratio Rank of BBSU.L is 8989
Calmar Ratio Rank
The Martin Ratio Rank of BBSU.L is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BBSU.L, currently valued at 2.07, compared to the broader market-1.000.001.002.003.004.005.002.071.84
The chart of Sortino ratio for BBSU.L, currently valued at 2.91, compared to the broader market-2.000.002.004.006.008.0010.002.912.48
The chart of Omega ratio for BBSU.L, currently valued at 1.39, compared to the broader market0.501.001.502.002.503.001.391.34
The chart of Calmar ratio for BBSU.L, currently valued at 3.77, compared to the broader market0.005.0010.0015.003.772.79
The chart of Martin ratio for BBSU.L, currently valued at 15.07, compared to the broader market0.0020.0040.0060.0080.00100.0015.0711.42
BBSU.L
^GSPC

The current JPMorgan BetaBuilders US Equity UCITS ETF (Acc) Sharpe ratio is 2.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of JPMorgan BetaBuilders US Equity UCITS ETF (Acc) with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
2.07
1.80
BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc))
Benchmark (^GSPC)

Dividends

Dividend History


JPMorgan BetaBuilders US Equity UCITS ETF (Acc) doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.28%
-3.08%
BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc))
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the JPMorgan BetaBuilders US Equity UCITS ETF (Acc). 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 (Acc) was 25.80%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The current JPMorgan BetaBuilders US Equity UCITS ETF (Acc) drawdown is 2.28%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.8%Feb 20, 202023Mar 23, 202098Aug 12, 2020121
-16.79%Dec 10, 2021127Jun 16, 202246Aug 19, 2022173
-12.12%Aug 22, 202285Dec 20, 2022143Jul 19, 2023228
-7.07%Oct 14, 202013Oct 30, 20206Nov 9, 202019
-6.61%Aug 2, 201956Oct 21, 201944Dec 20, 2019100

Volatility

Volatility Chart

The current JPMorgan BetaBuilders US Equity UCITS ETF (Acc) volatility is 4.50%, 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
4.50%
4.96%
BBSU.L (JPMorgan BetaBuilders US Equity UCITS ETF (Acc))
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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