PortfoliosLab logo
BBSU.L vs. PCT.L
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BBSU.L and PCT.L is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BBSU.L vs. PCT.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) and Polar Capital Technology Trust (PCT.L). The values are adjusted to include any dividend payments, if applicable.

80.00%100.00%120.00%140.00%160.00%180.00%December2025FebruaryMarchAprilMay
111.79%
137.94%
BBSU.L
PCT.L

Key characteristics

Sharpe Ratio

BBSU.L:

0.25

PCT.L:

0.09

Sortino Ratio

BBSU.L:

0.43

PCT.L:

0.32

Omega Ratio

BBSU.L:

1.06

PCT.L:

1.04

Calmar Ratio

BBSU.L:

0.18

PCT.L:

0.09

Martin Ratio

BBSU.L:

0.59

PCT.L:

0.23

Ulcer Index

BBSU.L:

6.51%

PCT.L:

12.41%

Daily Std Dev

BBSU.L:

16.48%

PCT.L:

28.18%

Max Drawdown

BBSU.L:

-25.80%

PCT.L:

-84.10%

Current Drawdown

BBSU.L:

-13.52%

PCT.L:

-19.35%

Returns By Period

In the year-to-date period, BBSU.L achieves a -9.32% return, which is significantly higher than PCT.L's -11.48% return.


BBSU.L

YTD

-9.32%

1M

5.91%

6M

-6.52%

1Y

4.11%

5Y*

14.00%

10Y*

N/A

PCT.L

YTD

-11.48%

1M

14.47%

6M

-6.37%

1Y

2.66%

5Y*

11.00%

10Y*

17.83%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BBSU.L vs. PCT.L — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBSU.L
The Risk-Adjusted Performance Rank of BBSU.L is 3535
Overall Rank
The Sharpe Ratio Rank of BBSU.L is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of BBSU.L is 3434
Sortino Ratio Rank
The Omega Ratio Rank of BBSU.L is 3535
Omega Ratio Rank
The Calmar Ratio Rank of BBSU.L is 3535
Calmar Ratio Rank
The Martin Ratio Rank of BBSU.L is 3333
Martin Ratio Rank

PCT.L
The Risk-Adjusted Performance Rank of PCT.L is 5252
Overall Rank
The Sharpe Ratio Rank of PCT.L is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of PCT.L is 4747
Sortino Ratio Rank
The Omega Ratio Rank of PCT.L is 4747
Omega Ratio Rank
The Calmar Ratio Rank of PCT.L is 5656
Calmar Ratio Rank
The Martin Ratio Rank of PCT.L is 5555
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.

BBSU.L vs. PCT.L - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) and Polar Capital Technology Trust (PCT.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current BBSU.L Sharpe Ratio is 0.25, which is higher than the PCT.L Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of BBSU.L and PCT.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.60
0.30
BBSU.L
PCT.L

Dividends

BBSU.L vs. PCT.L - Dividend Comparison

Neither BBSU.L nor PCT.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

BBSU.L vs. PCT.L - Drawdown Comparison

The maximum BBSU.L drawdown since its inception was -25.80%, smaller than the maximum PCT.L drawdown of -84.10%. Use the drawdown chart below to compare losses from any high point for BBSU.L and PCT.L. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-7.72%
-14.40%
BBSU.L
PCT.L

Volatility

BBSU.L vs. PCT.L - Volatility Comparison

The current volatility for JPMorgan BetaBuilders US Equity UCITS ETF (Acc) (BBSU.L) is 9.98%, while Polar Capital Technology Trust (PCT.L) has a volatility of 12.68%. This indicates that BBSU.L experiences smaller price fluctuations and is considered to be less risky than PCT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
9.98%
12.68%
BBSU.L
PCT.L