(BBSC) JPMorgan BetaBuilders - Performance -0.2% in 12m
Compare BBSC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
18.72%
#50 in Group
Rel. Strength
43.71%
#4522 in Universe
Total Return 12m
-0.15%
#25 in Group
Total Return 5y
22.76%
#44 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: BBSC (-0.2%) vs IWM (-1.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
36.9% | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-1.84% | 2.83% | 90.2% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.13% | 4.31% | 92.4% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-2.03% | 12% | 56.9% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-1.93% | 1.53% | 94.9% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.58% | 3.57% | 96.2% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-3.88% | -2.56% | 94.6% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-0.75% | 14.5% | 58% | - | - | - | - | - |
Performance Comparison: BBSC vs IWM vs S&P 500
IWM (iShares Russell 2000 ETF) is the Sector Benchmark for BBSC
| Total Return (including Dividends) | BBSC | IWM | S&P 500 |
|---|---|---|---|
| 1 Month | -2.51% | -2.75% | -0.87% |
| 3 Months | -15.26% | -13.84% | -8.60% |
| 12 Months | -0.15% | -1.39% | 9.37% |
| 5 Years | 22.76% | 59.30% | 103.96% |
| Trend Score (consistency of price movement) | BBSC | IWM | S&P 500 |
| 1 Month | -11.2% | -10.9% | -17.9% |
| 3 Months | -92.5% | -91.9% | -89.7% |
| 12 Months | 25.0% | 21% | 57.2% |
| 5 Years | 17.5% | 35.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. IWM | vs. S&P 500 |
| 1 Month | #14 | 0.24% | -1.66% |
| 3 Month | #20 | -1.65% | -7.28% |
| 12 Month | #11 | 1.27% | -8.70% |
| 5 Years | #13 | 4.81% | -25.6% |
FAQs
Does BBSC JPMorgan BetaBuilders outperforms the market?
Yes,
over the last 12 months BBSC made -0.15%, while its related Sector, the iShares Russell 2000 (IWM) made -1.39%.
Over the last 3 months BBSC made -15.26%, while IWM made -13.84%.
Over the last 3 months BBSC made -15.26%, while IWM made -13.84%.
Performance Comparison BBSC vs Indeces and Sectors
BBSC vs. Indices BBSC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.04% | -1.64% | -7.87% | -9.52% |
| US NASDAQ 100 | QQQ | -1.84% | -3.25% | -8.09% | -9.98% |
| US Dow Jones Industrial 30 | DIA | 1.82% | 0.65% | -8.03% | -6.66% |
| German DAX 40 | DAX | 2.65% | -1.55% | -26.2% | -22.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.88% | 0.34% | -5.96% | -5.04% |
| Hongkong Hang Seng | HSI | 2.65% | -0.06% | -8.65% | -10.1% |
| India NIFTY 50 | INDA | 6.68% | -6.43% | -9.72% | -2.33% |
| Brasil Bovespa | EWZ | -0.75% | -7.33% | -12.2% | 7.23% |
BBSC vs. Sectors BBSC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.19% | -1.44% | -16.6% | -21.1% |
| Consumer Discretionary | XLY | -2.31% | -2.83% | -11.1% | -10.9% |
| Consumer Staples | XLP | 7.87% | -2.71% | -12.9% | -9.16% |
| Energy | XLE | 2.69% | 7.72% | -6.96% | 10.9% |
| Financial | XLF | 1.71% | -0.40% | -15.3% | -20.2% |
| Health Care | XLV | 2.68% | 1.59% | -6.35% | -0.44% |
| Industrial | XLI | 1.56% | -1.96% | -8.52% | -6.54% |
| Materials | XLB | 3.14% | 0.17% | -0.67% | 6.38% |
| Real Estate | XLRE | 4.28% | -0.99% | -6.26% | -14.6% |
| Technology | XLK | -3.55% | -3.36% | -3.14% | -4.58% |
| Utilities | XLU | 3.60% | -3.42% | -11.1% | -21.0% |
| Aerospace & Defense | XAR | 0.13% | -7.72% | -19.8% | -25.1% |
| Biotech | XBI | -0.53% | 1.08% | 4.95% | 4.56% |
| Homebuilder | XHB | 1.65% | -0.09% | 7.55% | 9.44% |
| Retail | XRT | 2.58% | -2.70% | -3.13% | 4.51% |