Performance analysis of BBRE (JPMORGAN BETABUILDERS MSCI US REIT ETF)
Annual Return
Over the past 3 years, BBRE has had an average annual return of +10.96%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BBRE has had an average annual return of +4.38%, underperforming the benchmark SPY, which returned +14% annual.
Since Jun 18, 2018, BBRE has had an average annual return of +7.02%, underperforming the benchmark SPY, which returned +15.25% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.60% | +2.08% | +8.25% | +13.87% | -24.66% | +42.98% | -7.61% | +26.07% | -2.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.70% | +7.46% | -5.96% | +8.91% | +0.24% | -1.50% | +11.60% | ||||||
| 2025 | +0.99% | +3.54% | -3.47% | -2.78% | +2.10% | -0.52% | -0.96% | +4.50% | +0.92% | -1.82% | +2.09% | -2.18% | +2.08% |
| 2024 | -4.15% | +1.84% | +2.09% | -7.14% | +4.67% | +2.94% | +6.25% | +6.26% | +2.61% | -2.96% | +4.36% | -7.46% | +8.25% |
| 2023 | +10.58% | -4.70% | -2.69% | +0.91% | -2.96% | +5.10% | +2.76% | -3.01% | -6.75% | -4.44% | +10.39% | +10.04% | +13.87% |
| 2022 | -6.96% | -3.21% | +6.62% | -4.60% | -6.11% | -7.38% | +8.93% | -5.97% | -12.09% | +4.77% | +5.69% | -5.15% | -24.66% |
| 2021 | +0.27% | +4.02% | +4.27% | +8.08% | +0.96% | +2.52% | +4.92% | +1.85% | -5.46% | +7.78% | -0.84% | +8.84% | +42.98% |
| 2020 | +1.15% | -7.82% | -21.48% | +7.87% | +0.25% | +3.07% | +4.08% | +0.91% | -3.21% | -2.70% | +10.80% | +3.30% | -7.61% |
| 2019 | +12.03% | +0.87% | +3.15% | -0.22% | +0.21% | +1.11% | +1.45% | +3.41% | +2.68% | +1.54% | -1.52% | -0.68% | +26.07% |
| 2018 | +3.17% | +1.57% | +2.64% | -3.83% | -0.87% | +2.69% | -7.46% | -2.56% |
Drawdown analysis of BBRE (JPMORGAN BETABUILDERS MSCI US REIT ETF)
The maximum drawdown for the BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.
The current BBRE drawdown is -3.27%.
Since Jun 18, 2018 BBRE has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.61% | Feb 21, 2020 | 21 | Mar 23, 2020 | 271 | Apr 20, 2021 | 292 |
| -31.13% | Dec 31, 2021 | 198 | Oct 14, 2022 | 532 | Nov 26, 2024 | 730 |
| -18.92% | Nov 27, 2024 | 88 | Apr 8, 2025 | 211 | Feb 10, 2026 | 299 |
| -14.30% | Aug 6, 2018 | 97 | Dec 24, 2018 | 28 | Feb 5, 2019 | 125 |
| -8.07% | Mar 2, 2026 | 19 | Mar 27, 2026 | 13 | Apr 16, 2026 | 32 |
| -7.40% | Sep 3, 2021 | 18 | Sep 30, 2021 | 18 | Oct 26, 2021 | 36 |
| -6.12% | Oct 24, 2019 | 37 | Dec 17, 2019 | 22 | Jan 21, 2020 | 59 |
| -5.67% | Nov 24, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -5.07% | Jun 20, 2019 | 4 | Jun 26, 2019 | 9 | Jul 10, 2019 | 13 |
| -4.26% | Apr 30, 2021 | 8 | May 12, 2021 | 8 | May 24, 2021 | 16 |
| -4.05% | Apr 12, 2019 | 5 | Apr 22, 2019 | 9 | May 3, 2019 | 14 |
| -4.03% | Jul 10, 2019 | 18 | Aug 5, 2019 | 10 | Aug 19, 2019 | 28 |
| -3.87% | Jun 10, 2021 | 6 | Jun 18, 2021 | 15 | Jul 12, 2021 | 21 |
| -3.74% | May 26, 2026 | 4 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -2.73% | Apr 20, 2026 | 2 | Apr 22, 2026 | 10 | May 6, 2026 | 12 |
| -2.57% | Jul 6, 2018 | 8 | Jul 18, 2018 | 13 | Aug 6, 2018 | 21 |
| -2.52% | Jul 12, 2021 | 5 | Jul 19, 2021 | 1 | Jul 20, 2021 | 6 |
| -2.51% | May 6, 2026 | 7 | May 15, 2026 | 4 | May 21, 2026 | 11 |
| -2.40% | May 3, 2019 | 3 | May 8, 2019 | 6 | May 16, 2019 | 9 |
| -2.39% | May 24, 2019 | 2 | May 29, 2019 | 6 | Jun 6, 2019 | 8 |
| -1.94% | Feb 22, 2019 | 9 | Mar 7, 2019 | 3 | Mar 12, 2019 | 12 |
| -1.84% | Jan 21, 2020 | 8 | Jan 31, 2020 | 6 | Feb 10, 2020 | 14 |
| -1.82% | Dec 8, 2021 | 4 | Dec 14, 2021 | 6 | Dec 22, 2021 | 10 |
| -1.73% | Mar 14, 2019 | 3 | Mar 19, 2019 | 2 | Mar 21, 2019 | 5 |
| -1.68% | Aug 5, 2021 | 3 | Aug 10, 2021 | 14 | Aug 30, 2021 | 17 |