(BBUS) JPMorgan BetaBuilders - Performance 8.8% in 12m
Compare BBUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
85.56%
#41 in Group
Rel. Strength
63.64%
#2792 in Universe
Total Return 12m
8.76%
#61 in Group
Total Return 5y
144.00%
#25 in Group
12m Total Return: BBUS (8.8%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: BBUS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BBUS
| Total Return (including Dividends) | BBUS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.83% | -3.62% | -3.62% |
| 3 Months | -3.95% | -3.76% | -3.76% |
| 12 Months | 8.76% | 8.80% | 8.80% |
| 5 Years | 144.00% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | BBUS | SPY | S&P 500 |
| 1 Month | -17.3% | -17.5% | -17.5% |
| 3 Months | -55.1% | -55.3% | -55.3% |
| 12 Months | 85.1% | 84.8% | 84.8% |
| 5 Years | 81.7% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #137 | -0.22% | -0.22% |
| 3 Month | #120 | -0.20% | -0.20% |
| 12 Month | #72 | -0.04% | -0.04% |
| 5 Years | #55 | 0.37% | 0.37% |
FAQs
Does BBUS JPMorgan BetaBuilders outperforms the market?
No,
over the last 12 months BBUS made 8.76%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months BBUS made -3.95%, while SPY made -3.76%.
Over the last 3 months BBUS made -3.95%, while SPY made -3.76%.
Performance Comparison BBUS vs Indeces and Sectors
BBUS vs. Indices BBUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.14% | -0.21% | 0.02% | -0.04% |
| US NASDAQ 100 | QQQ | 1.55% | 0.93% | 0.78% | 1.87% |
| US Dow Jones Industrial 30 | DIA | -1.20% | -1.12% | -1.01% | 0.90% |
| German DAX 40 | DAX | -0.06% | -1.02% | -17.8% | -13.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.13% | -4.10% | 8.23% | -0.32% |
| Hongkong Hang Seng | HSI | -2.94% | -6.31% | 4.41% | -9.43% |
| India NIFTY 50 | INDA | -0.76% | -10.6% | 10.9% | 8.90% |
| Brasil Bovespa | EWZ | -1.60% | -12.1% | 6.62% | 20.0% |
BBUS vs. Sectors BBUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.77% | 0.31% | -7.97% | -9.84% |
| Consumer Discretionary | XLY | 0.45% | 1.79% | -1.15% | -1.53% |
| Consumer Staples | XLP | -6.61% | -2.28% | -0.85% | -2.02% |
| Energy | XLE | -3.49% | -11.7% | -7.08% | 6.68% |
| Financial | XLF | -1.31% | -0.33% | -11.9% | -11.9% |
| Health Care | XLV | -1.33% | -0.03% | 4.95% | 9.32% |
| Industrial | XLI | -0.67% | -2.21% | 1.24% | 1.74% |
| Materials | XLB | -2.41% | -3.52% | 8.64% | 13.8% |
| Real Estate | XLRE | -4.02% | -0.68% | 3.35% | -2.81% |
| Technology | XLK | 2.08% | 0.89% | 4.55% | 8.48% |
| Utilities | XLU | -5.43% | -4.18% | 0.72% | -16.1% |
| Aerospace & Defense | XAR | 2.20% | -3.52% | -3.08% | -8.50% |
| Biotech | XBI | 7.58% | 4.86% | 19.5% | 25.4% |
| Homebuilder | XHB | -0.24% | -2.34% | 20.7% | 19.9% |
| Retail | XRT | -1.72% | -1.18% | 6.79% | 18.2% |