Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF) | 13.49% | 29.73% | 18.80% | 7.63% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF) | 04/16/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.94 | 29.73 | 18.80 | 7.63 | NA | NA | NA | … | … | 13.49 | 12.24 | 15.15 | 18.36 | -19.77 | 17.65 | 62.20 |
| Sharpe Ratio | NA | 1.63 | 0.83 | 0.25 | NA | NA | NA | … | … | 1.72 | 0.44 | 0.69 | 0.83 | -0.77 | 0.95 | 3.97 |
| Standard Deviation(%) | NA | 16.58 | 18.62 | 20.61 | NA | NA | NA | … | … | 18.48 | 21.40 | 16.77 | 17.96 | 27.57 | 18.45 | 24.37 |
| Draw Down(%) | NA | 9.74 | 24.19 | 30.11 | NA | NA | NA | … | … | 9.74 | 22.03 | 8.66 | 15.00 | 26.45 | 10.19 | 9.94 |
| Yield(%) | 0.00 | 1.44 | 1.68 | 1.29 | 1.30 | 0.87 | 0.65 | … | … | 0.21 | 1.38 | 1.49 | 1.59 | 1.16 | 1.04 | 1.10 |
Data as of 06/05/2026, Common starting date is 04/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF) |
0.18%
Apr 2021 – Apr 2024 |
6.20%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF) |
20.79%
May 2023 – May 2026 |
11.90%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart