BBLBJpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF
Seeks investment results that closely correspond to the performance of the ICE US Treasury 20+ Year Bond Index.
By JPMorgan · Launched 2023
Annual Cost
0.04%
#92 of 6,040 · low cost
Fund Size
$34M
#4,145 of 6,040 · small
Return (1Y)
-5.2%
Track Record
3 years
#2,927 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,495-5.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Index tracked
ICE US Treasury 20+ Year Bond Index
Holdings
By weightConcentration
Top 10 holdings = 39.8% of funddiversified
United States of America
4.3%
United States of America
4.2%
United States of America
4.2%
United States of America
4.1%
United States of America
4.0%
United States of America
4.0%
United States of America
3.9%
United States of America
3.8%
United States of America
3.8%
United States of America
3.4%
Asset allocation
Bonds
98.9%
Cash
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
9.2%Low
Year-on-year price swings
Max drawdown
-21.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
-0.26Below average
Sortino (3Y)
-0.36Moderate downside risk
Bond profile
Duration
3.5 years
Avg maturity
7.6 years
Credit ratings
US Government
98.9%
AA
100.0%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the ICE US Treasury 20+ Year Bond Index.
- Strategy
- Utilizes a passive investment approach to closely correspond to the performance of the ICE US Treasury 20+ Year Bond Index, investing at least 80% in U.S. dollar-denominated, fixed rate securities with maturities over twenty years. The Fund does not seek to outperform the Underlying Index and rebalances monthly.
- Inception date
- April 19, 2023
- Fund family
- JPMorgan
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Data updated on 2026-09-18