BetaBuilders US Equity UCITS USD Acc (BBUS.L)
BBUS.L is a passive ETF by JPMorgan tracking the investment results of the Russell 1000 TR USD. BBUS.L launched on Apr 3, 2019 and has a 0.04% expense ratio.
ETF Info
| ISIN | IE00BJK9H753 |
|---|---|
| Issuer | JPMorgan |
| Inception Date | Apr 3, 2019 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Expense Ratio
The BetaBuilders US Equity UCITS USD Acc has an expense ratio of 0.04% 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 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.
Returns By Period
BetaBuilders US Equity UCITS USD Acc had a return of 4.20% year-to-date (YTD) and 22.88% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.20% | 5.05% |
| 1 month | -4.82% | -4.27% |
| 6 months | 18.51% | 18.82% |
| 1 year | 22.88% | 21.22% |
| 5 years (annualized) | 12.72% | 11.38% |
| 10 years (annualized) | N/A | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.11% | 4.05% | 3.45% | |||||||||
| 2023 | -4.38% | -3.26% | 9.24% | 5.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
BetaBuilders US Equity UCITS USD Acc(BBUS.L)
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.
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 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 5.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.26% | Feb 20, 2020 | 23 | Mar 23, 2020 | 91 | Aug 11, 2020 | 114 |
| -25.33% | Jan 4, 2022 | 195 | Oct 12, 2022 | 297 | Dec 14, 2023 | 492 |
| -8.55% | Sep 3, 2020 | 13 | Sep 21, 2020 | 35 | Nov 9, 2020 | 48 |
| -6.37% | Feb 16, 2021 | 14 | Mar 5, 2021 | 18 | Mar 31, 2021 | 32 |
| -6.34% | May 2, 2019 | 21 | Jun 3, 2019 | 13 | Jun 20, 2019 | 34 |
Volatility
Volatility Chart
The current BetaBuilders US Equity UCITS USD Acc volatility is 3.23%, 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.