BBHY Performance & Benchmarks - 7.5% in 12m
The Total Return for 3m is 3.1%, for 6m 3% and YTD 4.2%. Compare with Peer-Group: High Yield Bond
Performance Rating
53.21%
#41 in Peer-Group
Rel. Strength
54.71%
#3482 in Stock-Universe
Total Return 12m
7.48%
#41 in Peer-Group
Total Return 5y
22.09%
#29 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 46.62 USD |
| 52 Week Low | 42.62 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 12.09 |
| Buy/Sell Signal +-5 | 1.53 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BBHY (7.5%) vs TLT (-4.2%)
5y Drawdown (Underwater) Chart
Top Performer in High Yield Bond
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| BBHY | -0.71% | -0.28% | 3.11% |
| PGHY | 0.20% | 0.65% | 3.86% |
| FDHY | -0.12% | 0.25% | 3.97% |
| HYBL | -0.17% | 0.32% | 3.84% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| BBHY | 3% | 7.48% | 22.1% |
| XCCC | 1.99% | 11.2% | 31.4% |
| IHY | 8.77% | 10.6% | 14.3% |
| PHYL | 3.88% | 9.02% | 26.8% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
0.1% | 8.9% | 42.1% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
0.11% | 8.4% | 34.6% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
-0.48% | 7.9% | 31.6% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
-0.23% | 7.71% | 30.1% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
-0.2% | 7.82% | 32.4% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
-0.31% | 7.14% | 37.6% | - | - | - | - | - |
| HYBL BATS SSGA Active Trust - SPDR |
0.32% | 8.24% | 21.3% | - | - | - | - | - |
| XCCC NYSE ARCA BondBloxx Trust |
-0.58% | 11.2% | 31.4% | - | - | - | - | - |
Performance Comparison: BBHY vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for BBHY
| Total Return (including Dividends) | BBHY | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.28% | -0.36% | 0.66% |
| 3 Months | 3.11% | -0.24% | 11.66% |
| 12 Months | 7.48% | -4.24% | 15.92% |
| 5 Years | 22.09% | -40.58% | 103.09% |
| Trend Stabilty (consistency of price movement) | BBHY | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 44.2% | 20.9% | 66.4% |
| 3 Months | 95.5% | 30.5% | 96.6% |
| 12 Months | 85.1% | -71.3% | 50% |
| 5 Years | 58.6% | -88.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 36 %th | 0.08% | -0.93% |
| 3 Month | 34 %th | 3.36% | -7.65% |
| 12 Month | 43 %th | 12.24% | -7.28% |
| 5 Years | 70 %th | 105.46% | -39.88% |
FAQs
Does JPMorgan BetaBuilders (BBHY) outperform the market?
Yes,
over the last 12 months BBHY made 7.48%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.24%.
Over the last 3 months BBHY made 3.11%, while TLT made -0.24%.
Performance Comparison BBHY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BBHY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.7% | -0.9% | -1.6% | -8% |
| US NASDAQ 100 | QQQ | 1.5% | -1.5% | -4.2% | -14% |
| German DAX 40 | DAX | 2.5% | 0.8% | -5.9% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.9% | -3% | -5.9% | -14% |
| Hongkong Hang Seng | HSI | 1.5% | -2.4% | -24.4% | -32% |
| India NIFTY 50 | INDA | 1.3% | 5.3% | -0.6% | 14% |
| Brasil Bovespa | EWZ | 0.4% | 7.2% | -4% | 4% |
BBHY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.7% | 1.2% | -1% | -17% |
| Consumer Discretionary | XLY | 3.2% | 0.7% | 8.2% | -12% |
| Consumer Staples | XLP | 0.9% | 1.9% | 0.7% | 3% |
| Energy | XLE | 1% | -0.4% | 4.4% | 10% |
| Financial | XLF | 3.1% | 2.1% | 2% | -14% |
| Health Care | XLV | 3.2% | 3.8% | 13.3% | 19% |
| Industrial | XLI | 2.7% | -1.5% | -7% | -14% |
| Materials | XLB | 5.4% | 3.5% | 4.5% | 11% |
| Real Estate | XLRE | 2.8% | 0.7% | 1.6% | 5% |
| Technology | XLK | 1.2% | -2.7% | -10.3% | -15% |
| Utilities | XLU | -2.2% | -5% | -8.1% | -12% |
| Aerospace & Defense | XAR | 2.1% | -4.4% | -19.8% | -38% |
| Biotech | XBI | 1.2% | -3.7% | 9% | 20% |
| Homebuilder | XHB | 1.8% | -1.5% | 4.3% | 16% |
| Retail | XRT | 4.1% | 1.7% | 3.7% | 4% |
BBHY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.2% | -5.05% | 3.46% | 6% |
| Natural Gas | UNG | 0.8% | 9.6% | 25.8% | 3% |
| Gold | GLD | -1.3% | -0.8% | -15.9% | -29% |
| Silver | SLV | 2.4% | -2.9% | -14.2% | -22% |
| Copper | CPER | 22.4% | 12.4% | 1.5% | -1% |
BBHY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.3% | 0.1% | 1.6% | 12% |
| iShares High Yield Corp. Bond | HYG | -0.1% | -0% | -0.4% | -1% |