(BBMC) JPMorgan BetaBuilders - Performance 3% in 12m
Compare BBMC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
50.64%
#43 in Group
Rel. Strength
49.47%
#4021 in Universe
Total Return 12m
3.01%
#40 in Group
Total Return 5y
76.70%
#40 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BBMC (3%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
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 | 5.69% | 2.87% | 2.87% |
| 3 Months | -8.77% | -6.42% | -6.42% |
| 12 Months | 3.01% | 9.87% | 9.87% |
| 5 Years | 76.70% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | BBMC | SPY | S&P 500 |
| 1 Month | 93.0% | 89.4% | 89.4% |
| 3 Months | -75.8% | -72% | -72% |
| 12 Months | 33.6% | 49.3% | 49.3% |
| 5 Years | 57.5% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #45 | 2.75% | 2.75% |
| 3 Month | #56 | -2.52% | -2.52% |
| 12 Month | #43 | -6.24% | -6.24% |
| 5 Years | #54 | -14.9% | -14.9% |
FAQs
Does BBMC JPMorgan BetaBuilders outperforms the market?
No,
over the last 12 months BBMC made 3.01%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months BBMC made -8.77%, while SPY made -6.42%.
Over the last 3 months BBMC made -8.77%, while SPY made -6.42%.
Performance Comparison BBMC vs Indeces and Sectors
BBMC vs. Indices BBMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.31% | 2.82% | -5.03% | -6.86% |
| US NASDAQ 100 | QQQ | 1.06% | 0.98% | -5.44% | -8.31% |
| US Dow Jones Industrial 30 | DIA | 1.03% | 4.08% | -4.0% | -3.36% |
| German DAX 40 | DAX | -0.81% | -13.6% | -30.6% | -22.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.65% | -0.58% | -4.26% | -2.62% |
| Hongkong Hang Seng | HSI | -2.21% | -10.5% | -14.5% | -9.08% |
| India NIFTY 50 | INDA | 3.70% | 3.41% | -6.93% | 0.68% |
| Brasil Bovespa | EWZ | -0.74% | -5.84% | -14.2% | 9.49% |
BBMC vs. Sectors BBMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.13% | 2.02% | -11.2% | -17.3% |
| Consumer Discretionary | XLY | 0.39% | 2.18% | -2.84% | -11.0% |
| Consumer Staples | XLP | 1.68% | 3.67% | -11.9% | -4.55% |
| Energy | XLE | 0.33% | 5.61% | 0.97% | 12.8% |
| Financial | XLF | 0.68% | 0.12% | -10.9% | -18.5% |
| Health Care | XLV | 5.10% | 10.1% | 0.20% | 8.93% |
| Industrial | XLI | -0.26% | -1.69% | -6.01% | -6.98% |
| Materials | XLB | 1.32% | 0.98% | -0.98% | 9.04% |
| Real Estate | XLRE | 1.64% | -0.43% | -7.41% | -10.5% |
| Technology | XLK | 0.42% | -1.05% | -2.76% | -3.99% |
| Utilities | XLU | 0.27% | 0.07% | -12.8% | -12.9% |
| Aerospace & Defense | XAR | 0.80% | -3.65% | -14.3% | -22.2% |
| Biotech | XBI | 9.39% | 3.67% | 16.0% | 17.0% |
| Homebuilder | XHB | 1.75% | 2.62% | 8.60% | 12.8% |
| Retail | XRT | 1.16% | 2.10% | 1.26% | 7.33% |