Performance analysis of BAMU (Brookstone Ultra-Short Bond ETF)
Annual Return
Since Sep 27, 2023, BAMU has had an average annual return of +3.59%, underperforming the benchmark SPY, which returned +25.14% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.07% | +3.21% | +4.14% | +1.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.24% | +0.18% | +0.18% | +0.22% | +0.22% | +0.02% | +1.07% | ||||||
| 2025 | +0.32% | +0.29% | +0.24% | +0.32% | +0.12% | +0.25% | +0.28% | +0.34% | +0.21% | +0.32% | +0.25% | +0.22% | +3.21% |
| 2024 | +0.33% | +0.31% | +0.37% | +0.30% | +0.41% | +0.23% | +0.40% | +0.50% | +0.32% | +0.26% | +0.43% | +0.21% | +4.14% |
| 2023 | +0.06% | +0.36% | +0.40% | +0.38% | +1.20% |
Drawdown analysis of BAMU (Brookstone Ultra-Short Bond ETF)
The maximum drawdown for the BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 12 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.36% | Dec 12, 2023 | 1 | Dec 13, 2023 | 12 | Jan 2, 2024 | 13 |
| -0.34% | Mar 14, 2025 | 2 | Mar 18, 2025 | 2 | Mar 20, 2025 | 4 |
| -0.23% | Aug 5, 2024 | 1 | Aug 6, 2024 | 9 | Aug 19, 2024 | 10 |
| -0.16% | May 9, 2024 | 1 | May 10, 2024 | 4 | May 16, 2024 | 5 |
| -0.12% | Nov 5, 2024 | 1 | Nov 6, 2024 | 2 | Nov 8, 2024 | 3 |
| -0.12% | Jan 29, 2025 | 3 | Feb 3, 2025 | 5 | Feb 10, 2025 | 8 |
| -0.12% | Nov 3, 2025 | 2 | Nov 5, 2025 | 5 | Nov 12, 2025 | 7 |
| -0.12% | Dec 5, 2023 | 4 | Dec 11, 2023 | 1 | Dec 12, 2023 | 5 |
| -0.12% | May 16, 2024 | 1 | May 17, 2024 | 5 | May 24, 2024 | 6 |
| -0.12% | Jul 15, 2024 | 2 | Jul 17, 2024 | 1 | Jul 18, 2024 | 3 |
| -0.12% | Aug 27, 2024 | 2 | Aug 29, 2024 | 1 | Aug 30, 2024 | 3 |
| -0.11% | May 20, 2025 | 1 | May 21, 2025 | 8 | Jun 3, 2025 | 9 |
| -0.10% | Feb 19, 2026 | 2 | Feb 23, 2026 | 4 | Feb 27, 2026 | 6 |
| -0.10% | Mar 6, 2026 | 1 | Mar 9, 2026 | 15 | Mar 30, 2026 | 16 |
| -0.09% | Dec 18, 2024 | 1 | Dec 19, 2024 | 1 | Dec 20, 2024 | 2 |
| -0.09% | Jun 27, 2024 | 1 | Jun 28, 2024 | 2 | Jul 2, 2024 | 3 |
| -0.09% | Sep 11, 2024 | 1 | Sep 12, 2024 | 3 | Sep 17, 2024 | 4 |
| -0.09% | Dec 2, 2024 | 3 | Dec 5, 2024 | 1 | Dec 6, 2024 | 4 |
| -0.09% | Dec 6, 2024 | 1 | Dec 9, 2024 | 2 | Dec 11, 2024 | 3 |
| -0.09% | Jan 10, 2025 | 2 | Jan 14, 2025 | 3 | Jan 17, 2025 | 5 |
| -0.09% | Jan 17, 2025 | 3 | Jan 23, 2025 | 1 | Jan 24, 2025 | 4 |
| -0.08% | Feb 18, 2025 | 1 | Feb 19, 2025 | 3 | Feb 24, 2025 | 4 |
| -0.08% | Feb 24, 2025 | 3 | Feb 27, 2025 | 2 | Mar 3, 2025 | 5 |
| -0.08% | May 14, 2025 | 1 | May 15, 2025 | 3 | May 20, 2025 | 4 |
| -0.08% | Aug 5, 2025 | 2 | Aug 7, 2025 | 4 | Aug 13, 2025 | 6 |