Summary
BBSC
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 34.81% Volatility 23.95% Sharpe 0.89
Official loaded data — not a live quote.

JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF

Symbol: BBSC

Exchange: BATS

Sector: Technology

Category: Small Blend

Inception date: 16/11/2020

Latest date: 16/07/2026

Current price: $90.26

Expense ratio: 0.09%

Assets under management
$744.3M
-0.38% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

2.85%

Ann. -37.40% (Sharpe / Sortino numerator)

Volatility

24.26%

Sharpe ratio

-1.691

VaR 95%

-2.21%

CVaR 95%: -2.28%
Max drawdown: -7.78%
Sortino ratio: -3.369
Calmar ratio: -4.80

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.69%

Ann. 5.25% (Sharpe / Sortino numerator)

Volatility

20.60%

Sharpe ratio

0.079

VaR 95%

-2.07%

CVaR 95%: -2.19%
Max drawdown: -9.74%
Sortino ratio: 0.129
Calmar ratio: 0.54

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

14.20%

Ann. 3.80% (Sharpe / Sortino numerator)

Volatility

20.60%

Sharpe ratio

0.008

VaR 95%

-2.08%

CVaR 95%: -2.43%
Max drawdown: -9.74%
Sortino ratio: 0.013
Calmar ratio: 0.39

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

34.81%

Ann. 24.84% (Sharpe / Sortino numerator)

Volatility

23.95%

Sharpe ratio

0.886

VaR 95%

-2.08%

CVaR 95%: -3.19%
Max drawdown: -9.74%
Sortino ratio: 1.269
Calmar ratio: 2.55

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

36.98%

Ann. 12.98% (Sharpe / Sortino numerator)

Volatility

22.56%

Sharpe ratio

0.414

VaR 95%

-2.07%

CVaR 95%: -3.07%
Max drawdown: -29.32%
Sortino ratio: 0.622
Calmar ratio: 0.44

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

59.25%

Ann. 13.44% (Sharpe / Sortino numerator)

Volatility

21.96%

Sharpe ratio

0.447

VaR 95%

-1.99%

CVaR 95%: -2.88%
Max drawdown: -29.32%
Sortino ratio: 0.707
Calmar ratio: 0.46

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.126%

Best day

3.967%

22/08/2025
Worst day

-2.983%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $90.60 $90.78 $90.14 $90.26 1,800
15/07/2026 $90.54 $90.54 $90.27 $90.29 400
14/07/2026 $89.66 $89.89 $89.63 $89.89 1,400
13/07/2026 $89.73 $89.79 $89.25 $89.51 2,500
10/07/2026 $89.78 $90.26 $89.78 $90.26 1,000
09/07/2026 $90.44 $90.80 $90.21 $90.64 1,900
08/07/2026 $88.65 $89.43 $88.57 $89.43 1,900
07/07/2026 $90.57 $90.97 $90.47 $90.47 1,200
06/07/2026 $91.50 $91.61 $91.20 $91.20 6,900
02/07/2026 $91.99 $91.99 $90.33 $90.72 700