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) | 19.02% | 37.80% | 17.35% | 6.83% | NA | NA | NA | … | … |
Data as of 06/12/2026, 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 | 06/12/2026 |
| 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 (%) | 4.22 | 37.80 | 17.35 | 6.83 | NA | NA | NA | … | … | 19.02 | 10.39 | 12.31 | 20.05 | -19.75 | 15.45 | 8.04 |
| Sharpe Ratio | NA | 1.64 | 0.64 | 0.17 | NA | NA | NA | … | … | 1.73 | 0.31 | 0.41 | 0.79 | -0.76 | 0.72 | 10.49 |
| Standard Deviation(%) | NA | 19.32 | 21.89 | 22.93 | NA | NA | NA | … | … | 19.56 | 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 | 1.37 | 1.60 | 1.25 | 0.82 | 0.54 | 0.41 | … | … | 0.22 | 1.23 | 1.44 | 1.87 | 1.07 | 1.23 | 0.19 |
Data as of 06/12/2026, 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