Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBRE (JPMorgan BetaBuilders MSCI US REIT) | 13.74% | 16.12% | 11.25% | 4.55% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBRE (JPMorgan BetaBuilders MSCI US REIT) | 06/19/2018 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | 16.12 | 11.25 | 4.55 | NA | NA | NA | … | … | 13.74 | 2.09 | 8.24 | 13.85 | -24.68 | 42.99 | -7.55 | 26.06 | -3.10 |
| Sharpe Ratio | NA | 1.14 | 0.54 | 0.12 | NA | NA | NA | … | … | 2.75 | -0.05 | 0.29 | 0.51 | -1.09 | 2.80 | -0.18 | 2.04 | -0.39 |
| Standard Deviation(%) | NA | 13.74 | 16.95 | 18.81 | NA | NA | NA | … | … | 14.55 | 17.65 | 15.86 | 20.06 | 24.05 | 15.37 | 44.08 | 12.05 | 18.52 |
| Draw Down(%) | NA | 8.07 | 18.92 | 31.15 | NA | NA | NA | … | … | 8.07 | 16.13 | 10.31 | 19.49 | 31.15 | 7.39 | 43.61 | 6.12 | 14.33 |
| Yield(%) | 0.00 | 3.11 | 3.58 | 2.78 | 2.59 | 1.72 | 1.29 | … | … | 0.44 | 3.23 | 3.31 | 4.04 | 1.94 | 2.48 | 2.88 | 2.74 | 1.87 |
Data as of 06/17/2026, Common starting date is 06/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBRE (JPMorgan BetaBuilders MSCI US REIT) |
-2.45%
Dec 2021 – Dec 2024 |
2.24%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBRE (JPMorgan BetaBuilders MSCI US REIT) |
18.56%
Dec 2018 – Dec 2021 |
11.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart