(BBMC) JPMorgan BetaBuilders - Performance 2.4% in 12m
Compare BBMC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.99%
#43 in Group
Rel. Strength
46.26%
#4317 in Universe
Total Return 12m
2.42%
#40 in Group
Total Return 5y
77.19%
#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 (2.4%) vs SPY (10.8%)
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 |
-2.94% | 13.2% | 71.9% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-3.93% | 9.08% | 87.7% | - | - | - | - | - |
| FSCS NASDAQ First Trust SMID Capital |
-3.28% | 8.12% | 108% | - | - | - | - | - |
| JPME NYSE ARCA JPMorgan Diversified Return |
-4.02% | 5.01% | 89.4% | - | - | - | - | - |
| CWS NYSE ARCA AdvisorShares Focused |
-3.06% | 5.1% | 92.4% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
-3.85% | 4.06% | 88.8% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
-4.29% | 2.15% | 95.2% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
-6.33% | -3.67% | 147% | - | - | - | - | - |
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 | -5.99% | -4.31% | -4.31% |
| 3 Months | -12.17% | -7.85% | -7.85% |
| 12 Months | 2.42% | 10.76% | 10.76% |
| 5 Years | 77.19% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | BBMC | SPY | S&P 500 |
| 1 Month | -31.5% | -35.6% | -35.6% |
| 3 Months | -91.3% | -89.7% | -89.7% |
| 12 Months | 43.5% | 58.3% | 58.3% |
| 5 Years | 57.7% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #55 | -1.75% | -1.75% |
| 3 Month | #51 | -4.69% | -4.69% |
| 12 Month | #41 | -7.52% | -7.52% |
| 5 Years | #56 | -14.1% | -14.1% |
FAQs
Does BBMC JPMorgan BetaBuilders outperforms the market?
No,
over the last 12 months BBMC made 2.42%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.76%.
Over the last 3 months BBMC made -12.17%, while SPY made -7.85%.
Over the last 3 months BBMC made -12.17%, while SPY made -7.85%.
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 | -0.86% | -1.68% | -2.11% | -8.34% |
| US NASDAQ 100 | QQQ | -2.82% | -1.75% | -2.11% | -9.59% |
| US Dow Jones Industrial 30 | DIA | 1.21% | -0.21% | -2.37% | -4.56% |
| German DAX 40 | DAX | 1.80% | -2.18% | -20.5% | -21.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.67% | -2.49% | -0.69% | -6.20% |
| Hongkong Hang Seng | HSI | 1.41% | -3.11% | -3.98% | -11.6% |
| India NIFTY 50 | INDA | 6.57% | -7.55% | -3.71% | 0.62% |
| Brasil Bovespa | EWZ | -0.61% | -7.96% | -6.61% | 7.92% |
BBMC vs. Sectors BBMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.72% | -0.41% | -10.9% | -20.0% |
| Consumer Discretionary | XLY | -3.21% | -1.95% | -5.27% | -11.9% |
| Consumer Staples | XLP | 6.60% | -8.74% | -7.43% | -7.07% |
| Energy | XLE | 2.49% | 5.64% | 0.32% | 14.4% |
| Financial | XLF | 1.10% | -1.21% | -10.2% | -16.9% |
| Health Care | XLV | 2.16% | -1.02% | -0.10% | 2.16% |
| Industrial | XLI | 0.97% | -1.92% | -2.46% | -4.49% |
| Materials | XLB | 2.39% | -1.48% | 4.78% | 7.76% |
| Real Estate | XLRE | 3.97% | -4.08% | 0.04% | -12.7% |
| Technology | XLK | -4.67% | -1.47% | 2.76% | -3.82% |
| Utilities | XLU | 3.29% | -7.67% | -5.21% | -18.0% |
| Aerospace & Defense | XAR | -0.42% | -5.69% | -13.4% | -24.6% |
| Biotech | XBI | 0.01% | 1.85% | 11.0% | 4.67% |
| Homebuilder | XHB | 0.89% | 0.03% | 12.9% | 10.4% |
| Retail | XRT | 1.93% | -3.06% | 2.01% | 6.04% |