JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE)
BBTR.DE is a passive ETF by JPMorgan tracking the investment results of the JP Morgan Government Bond US. BBTR.DE launched on Apr 25, 2019 and has a 0.07% expense ratio.
ETF Info
ISIN | IE00BJK9HH50 |
---|---|
WKN | A2PD1R |
Issuer | JPMorgan |
Inception Date | Apr 25, 2019 |
Category | Government Bonds |
Index Tracked | JP Morgan Government Bond US |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Bond |
Expense Ratio
BBTR.DE has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc), 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 Treasury Bond UCITS ETF USD (Acc) had a return of 0.30% year-to-date (YTD) and 0.00% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 0.30% | 6.17% |
1 month | -0.40% | -2.72% |
6 months | 1.92% | 17.29% |
1 year | 0.00% | 23.80% |
5 years (annualized) | N/A | 11.47% |
10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.66% | -0.94% | 0.66% | -1.31% | ||||||||
2023 | -1.06% | 0.30% | 1.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BBTR.DE is 17, indicating that it is in the bottom 17% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)(BBTR.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Treasury Bond UCITS ETF USD (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 Treasury Bond UCITS ETF USD (Acc) was 17.63%, occurring on Jul 17, 2023. The portfolio has not yet recovered.
The current JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) drawdown is 14.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-17.63% | May 26, 2020 | 804 | Jul 17, 2023 | — | — | — |
-3.52% | Sep 4, 2019 | 81 | Jan 2, 2020 | 26 | Feb 7, 2020 | 107 |
-1.56% | Jun 19, 2019 | 4 | Jun 24, 2019 | 20 | Jul 22, 2019 | 24 |
-1.26% | Jun 3, 2019 | 6 | Jun 11, 2019 | 5 | Jun 18, 2019 | 11 |
-0.36% | May 24, 2019 | 1 | May 24, 2019 | 2 | May 28, 2019 | 3 |
Volatility
Volatility Chart
The current JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) volatility is 1.85%, 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.