- Issuer
- ETF Issuer
- Inception Date
- Jul 17, 2020
- Category
- Government Bonds
- Leveraged
- 1x (No leverage)
- Index Tracked
- JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc)
- Distribution Policy
- Accumulating
- Asset Class
- Bond
Share Price Chart
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Performance
JU13.L Performance Chart
JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) (JU13.L) is up 0.7% since the beginning of the year. JU13.L is currently trading at $118 per share. Investors who bought $1,000 worth of JU13.L shares 5 years ago would now be looking at an investment worth $1,096.
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Returns By Period
JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) (JU13.L) has returned 0.67% so far this year and 3.23% over the past 12 months.
JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc)
- 1D
- 0.15%
- 1M
- 0.11%
- 6M
- 0.64%
- YTD
- 0.67%
- 1Y
- 3.23%
- 3Y*
- 4.18%
- 5Y*
- 1.85%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
JU13.L Monthly Returns History
Based on dividend-adjusted daily data since Jun 6, 2018, JU13.L's average daily return is +0.01%, while the average monthly return is +0.18%. At this rate, an investment would double in approximately 32.1 years.
Historically, 66% of months were positive and 34% were negative. The best month was Mar 2020 with a return of +1.5%, while the worst month was Mar 2022 at -1.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.
On a daily basis, JU13.L closed higher 49% of trading days. The best single day was Mar 15, 2023 with a return of +1.0%, while the worst single day was Mar 16, 2023 at -0.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.15% | 0.53% | -0.50% | 0.22% | 0.07% | 0.09% | 0.11% | 0.67% | |||||
| 2025 | 0.43% | 0.67% | 0.49% | 0.81% | -0.27% | 0.62% | 0.00% | 0.83% | 0.30% | 0.35% | 0.42% | 0.39% | 5.16% |
| 2024 | 0.46% | -0.43% | 0.31% | -0.38% | 0.65% | 0.63% | 0.93% | 1.13% | 0.85% | -0.69% | 0.24% | 0.26% | 4.03% |
| 2023 | 0.62% | -0.73% | 1.51% | 0.36% | -0.39% | -0.49% | 0.33% | 0.38% | -0.03% | 0.31% | 1.09% | 1.05% | 4.05% |
| 2022 | -0.76% | -0.40% | -1.35% | -0.52% | 0.56% | -0.63% | 0.43% | -0.79% | -1.10% | -0.21% | 0.29% | 0.62% | -3.80% |
| 2021 | 0.01% | -0.14% | 0.07% | 0.06% | 0.06% | -0.18% | 0.17% | -0.01% | -0.12% | -0.36% | -0.02% | -0.18% | -0.65% |
Benchmark Metrics
JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) has an annualized alpha of 2.28%, beta of -0.00, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 06, 2018.
- This ETF captured 4.77% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -2.80%) - a profile typical of hedging or uncorrelated assets.
- Beta of -0.00 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 2.28%
- Beta
- -0.00
- R²
- 0.00
- Upside Capture
- 4.77%
- Downside Capture
- -2.80%
Expense Ratio
JU13.L has an expense ratio of 0.10%, which is considered low.
Return for Risk
Risk / Return Rank
JU13.L ranks 91 for risk / return — in the top 91% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) (JU13.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JU13.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.86 | ||
| Sortino ratioReturn per unit of downside risk | +1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 1.31 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 4.22 | 2.35 | +1.87 |
| Martin ratioReturn relative to average drawdown | 14.50 | 10.19 | +4.31 |
Dividends
Dividend History
JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.97% |
Monthly Dividends
The table displays the monthly dividend distributions for JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPM BetaBuilders US Treasury Bond 1-3 yr 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 JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) was 5.72%, occurring on Nov 3, 2022. Recovery took 395 trading sessions.
The current JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) drawdown is 0.04%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-5.72%Nov 2022 | 1y 3mo | 1y 7mo | 2y 10moAug 2021 - Jun 2024 | Bear market2022 |
-0.93%Nov 2024 | 1mo 12d | 2mo 19d | 4mo 1dSep 2024 - Jan 2025 | — |
-0.75%Mar 2026 | 21d | 3mo 15d | 4mo 6dMar 2026 - Jul 2026 | — |
-0.61%May 2025 | 13d | 1mo 10d | 1mo 23dMay 2025 - Jun 2025 | 2025 selloff2025 |
-0.59%Sep 2019 | 8d | 20d | 28dSep 2019 - Oct 2019 | — |
Drawdown Indicators
| JU13.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.72% | -56.78% | +51.06% |
Max Drawdown (1Y)Largest decline over 1 year | -0.75% | -9.10% | +8.35% |
Max Drawdown (3Y)Largest decline over 3 years | -0.93% | -18.90% | +17.97% |
Max Drawdown (5Y)Largest decline over 5 years | -5.72% | -25.43% | +19.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.04% | -0.49% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -0.96% | -10.70% | +9.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 2.09% | -1.87% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with JU13.L
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