JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.DE)
BBUS.DE is a passive ETF by JPMorgan tracking the investment results of the Morningstar US Target Market Exposure. BBUS.DE launched on Apr 3, 2019 and has a 0.05% expense ratio.
ETF Info
| ISIN | IE00BJK9H753 |
|---|---|
| WKN | A2PEJW |
| Issuer | JPMorgan |
| Inception Date | Apr 3, 2019 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Morningstar US Target Market Exposure |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
BBUS.DE has an expense ratio of 0.05%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: BBUS.DE vs. BBDD.L, BBUS.DE vs. SPY
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.
Returns By Period
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) had a return of 31.66% year-to-date (YTD) and 39.79% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 31.66% | 25.82% |
| 1 month | 6.59% | 3.20% |
| 6 months | 17.50% | 14.94% |
| 1 year | 39.79% | 35.92% |
| 5 years (annualized) | 16.29% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of BBUS.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.03% | 4.40% | 3.57% | -2.11% | 0.89% | 7.07% | -0.44% | -0.71% | 1.76% | 2.71% | 31.66% | ||
| 2023 | 4.25% | 1.06% | 0.09% | -0.03% | 4.34% | 4.28% | 2.41% | 0.35% | -1.97% | -3.25% | 6.04% | 4.09% | 23.40% |
| 2022 | 4.75% | -12.18% | 5.87% | -3.20% | -4.46% | -5.94% | 11.21% | -1.10% | -5.42% | 4.72% | -2.13% | -6.54% | -15.59% |
| 2021 | 1.13% | 3.27% | 6.59% | 2.63% | -1.31% | 5.96% | 2.30% | 3.55% | -2.29% | 5.93% | 2.07% | 3.82% | 38.84% |
| 2020 | 1.31% | -8.09% | -10.59% | 11.35% | 2.26% | 1.26% | 0.67% | 7.20% | -1.70% | -2.46% | 8.31% | 1.33% | 9.02% |
| 2019 | 2.17% | -4.99% | 3.87% | 5.26% | -1.77% | 2.81% | -0.50% | 5.45% | 1.43% | 14.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BBUS.DE is 86, placing it in the top 14% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBUS.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 34.09%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.09% | Feb 20, 2020 | 23 | Mar 23, 2020 | 183 | Dec 9, 2020 | 206 |
| -27.48% | Dec 30, 2021 | 118 | Jun 16, 2022 | 434 | Feb 23, 2024 | 552 |
| -12.24% | Dec 3, 2021 | 12 | Dec 20, 2021 | 2 | Dec 22, 2021 | 14 |
| -10.65% | Dec 23, 2021 | 1 | Dec 23, 2021 | 1 | Dec 27, 2021 | 2 |
| -8.19% | Jul 17, 2024 | 14 | Aug 5, 2024 | 44 | Oct 4, 2024 | 58 |
Volatility
Volatility Chart
The current JPMorgan BetaBuilders US Equity UCITS ETF (Acc) volatility is 5.09%, 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.