Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBSA (JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF) | NA | 7.71% | 0.72% | 1.22% | NA | NA | NA | … | … |
Data as of 10/25/2024, Common starting date is 03/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBSA (JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF) | 03/14/2019 | 10/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.71 | 0.72 | 1.22 | NA | NA | NA | … | … | 3.81 | 4.81 | -5.84 | -1.26 | 4.70 | 3.80 |
| Sharpe Ratio | NA | 0.35 | -0.97 | -0.36 | NA | NA | NA | … | … | -0.97 | 0.16 | -2.10 | -0.93 | 1.08 | 1.99 |
| Standard Deviation(%) | NA | 2.84 | 3.20 | 3.15 | NA | NA | NA | … | … | 2.64 | 3.54 | 3.46 | 1.38 | 4.12 | 1.72 |
| Draw Down(%) | NA | 1.33 | 8.36 | 9.22 | NA | NA | NA | … | … | 1.33 | 2.17 | 7.83 | 1.50 | 4.18 | 0.93 |
| Yield(%) | 0.00 | 3.81 | 2.54 | 3.90 | 2.13 | 1.42 | 1.06 | … | … | 2.87 | 2.97 | 1.45 | 2.95 | 2.09 | 2.06 |
Data as of 10/25/2024, Common starting date is 03/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSA (JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF) |
-1.97%
Sep 2020 – Sep 2023 |
0.82%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSA (JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF) |
0.75%
Sep 2021 – Sep 2024 |
1.35%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart