Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BBLB (J.P. Morgan Exchange – Traded Fund Trust – Betabuilders U S Treasury Bond 20+ Year Etf) 0.14% 4.95% -1.83% NA NA NA NA
Data as of 06/15/2026, Common starting date is 04/20/2023
More Performance Analytics Comparison
Name Start Date End Date
BBLB (J.P. Morgan Exchange – Traded Fund Trust – Betabuilders U S Treasury Bond 20+ Year Etf) 04/20/2023 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 1.21 4.95 -1.83 NA NA NA NA 0.14 4.26 -7.84 -2.91
Sharpe Ratio NA 0.03 -0.36 NA NA NA NA -0.24 0.12 -0.82 -0.44
Standard Deviation(%) NA 9.62 13.67 NA NA NA NA 9.72 11.84 13.94 18.05
Draw Down(%) NA 7.52 18.96 NA NA NA NA 7.52 9.32 12.78 21.06
Yield(%) 0.00 4.97 4.12 2.52 1.26 0.84 0.63 1.70 5.00 4.71 2.66
Data as of 06/15/2026, Common starting date is 04/20/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBLB (J.P. Morgan Exchange – Traded Fund Trust – Betabuilders U S Treasury Bond 20+ Year Etf) -1.96%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBLB (J.P. Morgan Exchange – Traded Fund Trust – Betabuilders U S Treasury Bond 20+ Year Etf) -1.96%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return