Performance analysis of BBMC (JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF)
Annual Return
Over the past 3 years, BBMC has had an average annual return of +16.44%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BBMC has had an average annual return of +8.33%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Apr 15, 2020, BBMC has had an average annual return of +17.33%, underperforming the benchmark SPY, which returned +18.62% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.42% | +12.24% | +15.15% | +18.36% | -19.77% | +17.63% | +61.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.22% | +3.67% | -5.70% | +9.23% | +3.98% | +3.53% | -2.84% | +16.42% | |||||
| 2025 | +4.51% | -4.18% | -6.29% | -1.93% | +5.62% | +4.69% | +1.79% | +4.33% | +0.84% | +0.72% | +2.06% | +0.18% | +12.24% |
| 2024 | -2.00% | +6.62% | +4.64% | -6.70% | +3.31% | -0.90% | +5.50% | +0.02% | +2.01% | -0.05% | +10.67% | -7.40% | +15.15% |
| 2023 | +9.92% | -2.00% | -3.37% | -1.03% | -2.50% | +9.33% | +4.06% | -3.10% | -5.46% | -5.62% | +9.13% | +9.77% | +18.36% |
| 2022 | -8.75% | +0.64% | +1.58% | -8.83% | -0.52% | -9.73% | +11.09% | -2.98% | -9.50% | +9.01% | +5.11% | -6.01% | -19.77% |
| 2021 | +1.20% | +6.25% | +1.27% | +4.12% | -0.56% | +1.57% | -1.11% | +2.52% | -3.58% | +6.81% | -3.96% | +2.45% | +17.63% |
| 2020 | +9.78% | +7.62% | +2.30% | +4.77% | +4.16% | -1.71% | +1.23% | +15.60% | +6.76% | +61.97% |
Drawdown analysis of BBMC (JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF)
The maximum drawdown for the BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 567 trading sessions.
The current BBMC drawdown is -2.84%.
Since Apr 15, 2020 BBMC has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.12% | Nov 8, 2021 | 152 | Jun 16, 2022 | 567 | Sep 19, 2024 | 719 |
| -24.18% | Nov 25, 2024 | 90 | Apr 8, 2025 | 98 | Aug 28, 2025 | 188 |
| -9.93% | Jun 8, 2020 | 3 | Jun 11, 2020 | 38 | Aug 5, 2020 | 41 |
| -9.75% | Feb 26, 2026 | 22 | Mar 30, 2026 | 12 | Apr 16, 2026 | 34 |
| -7.54% | Sep 2, 2020 | 15 | Sep 24, 2020 | 7 | Oct 5, 2020 | 22 |
| -7.21% | Apr 29, 2020 | 10 | May 13, 2020 | 5 | May 20, 2020 | 15 |
| -7.05% | Apr 27, 2021 | 11 | May 12, 2021 | 31 | Jun 25, 2021 | 42 |
| -6.70% | Mar 15, 2021 | 7 | Mar 24, 2021 | 16 | Apr 16, 2021 | 23 |
| -6.62% | Jun 25, 2021 | 15 | Jul 19, 2021 | 29 | Aug 27, 2021 | 44 |
| -6.45% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -6.27% | Feb 12, 2021 | 13 | Mar 4, 2021 | 6 | Mar 12, 2021 | 19 |
| -6.12% | Oct 12, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -5.49% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -4.82% | Sep 2, 2021 | 19 | Sep 30, 2021 | 13 | Oct 19, 2021 | 32 |
| -4.22% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -4.16% | Apr 17, 2020 | 2 | Apr 21, 2020 | 4 | Apr 27, 2020 | 6 |
| -4.06% | Sep 18, 2025 | 16 | Oct 10, 2025 | 10 | Oct 24, 2025 | 26 |
| -3.43% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -3.24% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -3.11% | Jan 22, 2026 | 6 | Jan 30, 2026 | 5 | Feb 6, 2026 | 11 |
| -2.87% | Dec 11, 2025 | 4 | Dec 17, 2025 | 11 | Jan 5, 2026 | 15 |
| -2.87% | Dec 23, 2020 | 6 | Jan 4, 2021 | 2 | Jan 6, 2021 | 8 |
| -2.84% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -2.69% | Apr 20, 2026 | 7 | Apr 29, 2026 | 4 | May 5, 2026 | 11 |
| -2.59% | Oct 18, 2024 | 10 | Nov 1, 2024 | 3 | Nov 6, 2024 | 13 |