(BBMC) JPMorgan BetaBuilders - Performance 10.8% in 12m
BBMC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
46.79%
#49 in Peer-Group
Rel. Strength
58.81%
#3157 in Stock-Universe
Total Return 12m
10.75%
#33 in Peer-Group
Total Return 5y
75.53%
#43 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 103.91 USD |
| 52 Week Low | 78.78 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 78.40 |
| Buy/Sell Signal +-5 | -1.56 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BBMC (10.8%) vs SPY (12.7%)
5y Drawdown (Underwater) Chart
Top Performer in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
0.87% | 12.7% | 75.5% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.74% | 15% | 157% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
0.59% | 11.1% | 77.7% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
3% | 10.2% | 84.7% | - | - | - | - | - |
| XMMO NYSE ARCA Invesco S&P MidCap Momentum |
4.58% | 12% | 121% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
3.95% | 18.7% | 87.9% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
3.59% | 12.3% | 83.1% | - | - | - | - | - |
| IMCB NYSE ARCA iShares Morningstar Mid-Cap |
3.85% | 13.5% | 80.7% | - | - | - | - | - |
Performance Comparison: BBMC vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BBMC
| Total Return (including Dividends) | BBMC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.93% | 3.98% | 3.98% |
| 3 Months | 17.53% | 16.24% | 16.24% |
| 12 Months | 10.75% | 12.66% | 12.66% |
| 5 Years | 75.53% | 109.18% | 109.18% |
| Trend Score (consistency of price movement) | BBMC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 93.6% | 91.4% | 91.4% |
| 3 Months | 92.7% | 97.5% | 97.5% |
| 12 Months | 18.9% | 46.7% | 46.7% |
| 5 Years | 57% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th85.54 | 0.92% | 0.92% |
| 3 Month | %th80.72 | 1.11% | 1.11% |
| 12 Month | %th60.24 | -1.69% | -1.69% |
| 5 Years | %th28.92 | -16.09% | -16.09% |
FAQs
Does JPMorgan BetaBuilders (BBMC) outperform the market?
No,
over the last 12 months BBMC made 10.75%, while its related Sector, the SPDR SP500 Trust (SPY) made 12.66%.
Over the last 3 months BBMC made 17.53%, while SPY made 16.24%.
Performance Comparison BBMC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BBMC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.3% | 1% | -5.2% | -2% |
| US NASDAQ 100 | QQQ | 0.2% | 0.7% | -7.7% | -2% |
| German DAX 40 | DAX | 0.6% | 3% | -15.9% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.2% | -0.2% | -7.1% | -9% |
| Hongkong Hang Seng | HSI | -0.5% | 2.4% | -26.6% | -24% |
| India NIFTY 50 | INDA | 1.8% | 4.3% | -5.1% | 14% |
| Brasil Bovespa | EWZ | 5.5% | 8.5% | -18.4% | 11% |
BBMC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.9% | 2.1% | -9.9% | -14% |
| Consumer Discretionary | XLY | -0.8% | 0.9% | 2% | -6% |
| Consumer Staples | XLP | 2.5% | 4.7% | -4.3% | 3% |
| Energy | XLE | -1.3% | 3.8% | 4.6% | 12% |
| Financial | XLF | 1.2% | 0.6% | -6.9% | -13% |
| Health Care | XLV | 0.5% | 5% | 5.5% | 18% |
| Industrial | XLI | -0.4% | -0.5% | -10.3% | -12% |
| Materials | XLB | 0.4% | 1.1% | -3.9% | 8% |
| Real Estate | XLRE | 0.1% | 4.2% | -3.5% | 3% |
| Technology | XLK | 0.7% | -0.4% | -9.9% | 1% |
| Utilities | XLU | 0.1% | 2.1% | -8.2% | -12% |
| Aerospace & Defense | XAR | -2.1% | -5% | -25.8% | -39% |
| Biotech | XBI | -4.6% | -1% | 0.9% | 22% |
| Homebuilder | XHB | -1.8% | -4.4% | 5% | 14% |
| Retail | XRT | -0.1% | -0.2% | -1.9% | 4% |
BBMC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 2.1% | 8.71% | 10.2% | 16% |
| Natural Gas | UNG | -0.2% | 14.9% | 20% | 5% |
| Gold | GLD | 0.8% | 6.1% | -22% | -27% |
| Silver | SLV | -2.6% | 0.1% | -24.6% | -13% |
| Copper | CPER | -9.1% | -8.6% | -23.1% | -12% |
BBMC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.6% | 4.4% | 0.2% | 15% |
| iShares High Yield Corp. Bond | HYG | 1% | 3.7% | -2.1% | 2% |