J.P. Morgan Exchange-Traded Fund Trust - Betabuilders U S Treasury Bond 3-10 Year Etf

10-Year Study

BBIB.US · · US · ETF

Executive Summary: J.P. Morgan Exchange-Traded Fund Trust - Betabuilders U S Treasury Bond 3-10 Year Etf has compounded at 2.6% annually over the last 10 years, with a maximum drawdown of 4.4% and an annualized volatility of 5.6%.

1Y CAGR
+1.5%
3Y CAGR
+3.5%
5Y CAGR
+2.6%
10Y CAGR
+2.6%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
4.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.40
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.68
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
4.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +7.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -1.5%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
67%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-0.01.4-1.9-0.5-0.3-0.1——————-1.5%
20250.71.90.61.3-0.91.3-0.41.60.20.50.8-0.37.4%
20240.3-1.60.5-2.01.41.12.31.31.1-2.40.8-1.31.3%
2023————-0.4-1.3-0.1-0.1-1.7-0.83.02.71.2%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 5.6%. The dominant macroeconomic risk driver is TIP.US, accounting for 56.6% of variance. Idiosyncratic stock-specific factors contribute 2.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2023-04-0110000
2023-05-019958.499581438318
2023-06-019827.78382428636
2023-07-019814.99907171579
2023-08-019802.22543632137
2023-09-019637.813518263853
2023-10-019556.958296137114
2023-11-019846.049344698053
2023-12-0110116.79705261426
2024-01-0110142.855713505924
2024-02-019982.345924276467
2024-03-0110034.329839946015
2024-04-019829.351346123272
2024-05-019967.560079999199
2024-06-0110074.763009597458
2024-07-0110301.64234043239
2024-08-0110436.949491333604
2024-09-0110548.054549759925
2024-10-0110296.82860316017
2024-11-0110377.706059639202
2024-12-0110246.345506270642
2025-01-0110314.504913235998
2025-02-0110505.720342987117
2025-03-0110564.685845277812
2025-04-0110704.250874643833
2025-05-0110610.377439247412
2025-06-0110743.249928572142
2025-07-0110699.114739263308
2025-08-0110865.75009255049
2025-09-0110892.12003437431
2025-10-0110950.852075965886
2025-11-0111041.101311937957
2025-12-0111008.516868647226
2026-01-0111007.638611731512
2026-02-0111157.698255381547
2026-03-0110943.081169838211
2026-04-0110889.05169375737
2026-05-0110859.035318156904
2026-06-0110844.227239527341
Annual Return Matrix
YearAnnual Return
20240.012805283429394132
20250.07438470251760942
2026-0.014923865864964192
Total Factor Risk
0.05629657523589281
VTI.US Exposure
0.05557589166826311
VEA.US Exposure
0.047190736571438754
VWO.US Exposure
-0.00595583733609958
QQQ.US Exposure
-0.025615465544305077
VTV.US Exposure
-0.01555658166539322
IJR.US Exposure
-0.004400163125670428
QUAL.US Exposure
0.0075724797422633125
SHV.US Exposure
0.13355802222119184
TLT.US Exposure
0.004485608609203007
LQD.US Exposure
0.17394031880380684
HYG.US Exposure
-0.015519484061673219
GLD.US Exposure
-0.009818690936211271
USO.US Exposure
0.018732375408524737
VNQ.US Exposure
0.010837131062740918
BTC-USD.CC Exposure
0.0015124293173635422
CPER.US Exposure
0.0018429514583757057
VIX.INDX Exposure
0.000665505086821545
UUP.US Exposure
0.027656278432287018
TIP.US Exposure
0.5657371349908324
Idiosyncratic Exposure
0.02755935929623992
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
5.6%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →No estimate availableN/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Squeeze RiskShort Squeeze RiskA situation where a sharp rise in the price of a stock forces short sellers to buy shares to cover their positions, further driving up the price.Click for full definition →Low
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$133
Avg Yield on Cost
1.33%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$133.21.33%Solid

Momentum & MacroiPrice momentum indicators: distance from 50/200-Day SMA, 52-Week High proximity, Golden Cross trend signal, RSI momentum gauge, Fibonacci retracement levels, and Beta (market sensitivity).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-0.5%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-1.1%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
2.8% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.00
Market sensitivity coefficient
Trend SignalGolden Cross & Death CrossTechnical chart patterns that occur when a short-term moving average crosses over a long-term moving average.Click for full definition →
✦ Death Cross
Bearish — 50 SMA below 200 SMA
RSI (14-Day)Relative Strength Index (RSI)A momentum oscillator that measures the speed and change of price movements to identify overbought or oversold conditions.Click for full definition →
47
OversoldNeutralOverbought
Neutral
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement-0.7%
50.0% retracement-0.1%
61.8% retracement+0.6%
% distance of current price from each 52-week Fibonacci support level.

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Frequently Asked Questions & Methodology

Is J.P. Morgan Exchange-Traded Fund Trust - Betabuilders U S Treasury Bond 3-10 Year Etf a high-risk investment?

J.P. Morgan Exchange-Traded Fund Trust - Betabuilders U S Treasury Bond 3-10 Year Etf (BBIB.US) has an annualized volatility of 5.6% and experienced a maximum drawdown of 4.4% over the last 10 years. Its primary macro risk driver is TIP.US.

What is the 10-year return of BBIB.US?

Over the past 10 years, BBIB.US has generated a Compound Annual Growth Rate (CAGR) of 2.6%. It has had a positive return in 67% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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