Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity Fund) | 17.51% | 38.14% | 18.45% | 6.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity Fund) | 12/03/2020 | 06/04/2026 |
| 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 (%) | 0.01 | 38.14 | 18.45 | 6.96 | NA | NA | NA | … | … | 17.51 | 10.39 | 12.31 | 20.05 | -19.75 | 15.45 | 8.04 |
| Sharpe Ratio | NA | 1.90 | 0.72 | 0.19 | NA | NA | NA | … | … | 2.26 | 0.31 | 0.41 | 0.79 | -0.76 | 0.72 | 10.49 |
| Standard Deviation(%) | NA | 19.06 | 21.91 | 22.90 | NA | NA | NA | … | … | 19.24 | 24.07 | 21.21 | 21.06 | 27.85 | 21.37 | 17.06 |
| Draw Down(%) | NA | 9.53 | 29.32 | 30.95 | NA | NA | NA | … | … | 9.53 | 25.82 | 9.53 | 19.89 | 26.36 | 12.20 | 2.41 |
| Yield(%) | 0.00 | 1.39 | 1.67 | 1.27 | 0.82 | 0.54 | 0.41 | … | … | 0.22 | 1.23 | 1.44 | 1.87 | 1.07 | 1.23 | 0.19 |
Data as of 06/04/2026, Common starting date is 12/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity Fund) |
-2.36%
Apr 2021 – Apr 2024 |
4.50%
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 |
|---|---|---|---|---|
| BBSC (JPMorgan BetaBuilders U.S. Small Cap Equity Fund) |
19.47%
May 2023 – May 2026 |
6.94%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart