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BetaBuilders US Equity UCITS USD Acc (BBUS.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BJK9H753

Issuer

JPMorgan

Inception Date

Apr 3, 2019

Leveraged

1x

Index Tracked

Russell 1000 TR USD

Asset Class

Equity

Expense Ratio

BBUS.L has an expense ratio of 0.04%, which is considered low compared to other funds.


Expense ratio chart for BBUS.L: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

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:
BBUS.L vs. VOO BBUS.L vs. VTI BBUS.L vs. CRDO
Popular comparisons:
BBUS.L vs. VOO BBUS.L vs. VTI BBUS.L vs. CRDO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BetaBuilders US Equity UCITS 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.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
15.96%
14.37%
BBUS.L (BetaBuilders US Equity UCITS USD Acc)
Benchmark (^GSPC)

Returns By Period

BetaBuilders US Equity UCITS USD Acc had a return of 2.98% year-to-date (YTD) and 23.54% in the last 12 months.


BBUS.L

YTD

2.98%

1M

2.37%

6M

15.96%

1Y

23.54%

5Y*

14.27%

10Y*

N/A

^GSPC (Benchmark)

YTD

3.43%

1M

2.95%

6M

14.37%

1Y

21.79%

5Y*

12.87%

10Y*

11.54%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.54%2.98%
20242.11%4.05%3.45%-3.18%2.48%5.65%0.54%1.52%2.50%0.12%5.62%-1.97%24.99%
20235.91%-1.26%2.44%1.51%0.80%6.83%3.45%-1.24%-4.38%-3.26%9.24%5.55%27.63%
2022-7.65%-1.32%4.64%-8.29%-2.63%-8.07%8.15%-2.48%-7.77%5.80%1.92%-3.09%-20.44%
20210.23%2.35%3.97%5.02%0.73%2.33%2.45%2.88%-3.70%5.39%-0.34%4.31%28.40%
20200.75%-9.75%-9.68%11.02%3.88%2.51%5.88%7.96%-3.16%-3.01%10.88%3.93%20.13%
20191.62%-5.30%5.94%2.97%-3.22%2.21%1.78%4.19%2.45%12.83%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 79, BBUS.L is among the top 21% 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 BBUS.L is 7979
Overall Rank
The Sharpe Ratio Rank of BBUS.L is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of BBUS.L is 7777
Sortino Ratio Rank
The Omega Ratio Rank of BBUS.L is 7979
Omega Ratio Rank
The Calmar Ratio Rank of BBUS.L is 8282
Calmar Ratio Rank
The Martin Ratio Rank of BBUS.L is 8282
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 BetaBuilders US Equity UCITS USD Acc (BBUS.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 BBUS.L, currently valued at 1.87, compared to the broader market0.002.004.001.871.80
The chart of Sortino ratio for BBUS.L, currently valued at 2.55, compared to the broader market0.005.0010.002.552.42
The chart of Omega ratio for BBUS.L, currently valued at 1.35, compared to the broader market0.501.001.502.002.503.001.351.33
The chart of Calmar ratio for BBUS.L, currently valued at 2.97, compared to the broader market0.005.0010.0015.0020.002.972.72
The chart of Martin ratio for BBUS.L, currently valued at 11.67, compared to the broader market0.0020.0040.0060.0080.00100.00120.0011.6711.10
BBUS.L
^GSPC

The current BetaBuilders US Equity UCITS USD Acc Sharpe ratio is 1.87. 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 BetaBuilders US Equity UCITS USD 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 Ratio1.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.87
1.80
BBUS.L (BetaBuilders US Equity UCITS USD Acc)
Benchmark (^GSPC)

Dividends

Dividend History


BetaBuilders US Equity UCITS USD 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.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.62%
-0.57%
BBUS.L (BetaBuilders US Equity UCITS USD Acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BetaBuilders US Equity UCITS 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 BetaBuilders US Equity UCITS USD Acc was 34.26%, occurring on Mar 23, 2020. Recovery took 91 trading sessions.

The current BetaBuilders US Equity UCITS USD Acc drawdown is 0.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.26%Feb 20, 202023Mar 23, 202091Aug 11, 2020114
-25.33%Jan 4, 2022195Oct 12, 2022297Dec 14, 2023492
-8.55%Sep 3, 202013Sep 21, 202035Nov 9, 202048
-7.91%Jul 16, 202415Aug 5, 202419Sep 2, 202434
-6.37%Feb 16, 202114Mar 5, 202118Mar 31, 202132

Volatility

Volatility Chart

The current BetaBuilders US Equity UCITS USD Acc volatility is 4.49%, 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
4.49%
3.91%
BBUS.L (BetaBuilders US Equity UCITS USD 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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