Performance analysis of BAMV (Brookstone Value Stock ETF)
Annual Return
Since Sep 27, 2023, BAMV has had an average annual return of +16.23%, underperforming the benchmark SPY, which returned +23.27% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.22% | +7.66% | +12.03% | +13.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.78% | +1.56% | -3.72% | +6.65% | +2.64% | -0.80% | +1.92% | +11.22% | |||||
| 2025 | +4.82% | -0.23% | -1.89% | -3.10% | +2.19% | +3.18% | -0.74% | +2.94% | -1.35% | +1.63% | -0.39% | +0.67% | +7.66% |
| 2024 | +0.54% | +2.53% | +4.28% | -4.00% | +2.30% | -1.89% | +4.88% | +2.64% | +1.17% | -0.62% | +5.94% | -5.66% | +12.03% |
| 2023 | +0.35% | -1.40% | +9.38% | +5.16% | +13.82% |
Drawdown analysis of BAMV (Brookstone Value Stock ETF)
The maximum drawdown for the BAMV was -14.55%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current BAMV drawdown is -0.82%.
Since Sep 27, 2023 BAMV has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.55% | Nov 29, 2024 | 87 | Apr 8, 2025 | 59 | Jul 3, 2025 | 146 |
| -6.23% | Oct 27, 2025 | 18 | Nov 20, 2025 | 30 | Jan 6, 2026 | 48 |
| -5.80% | Feb 6, 2026 | 35 | Mar 30, 2026 | 11 | Apr 15, 2026 | 46 |
| -5.33% | Mar 28, 2024 | 12 | Apr 16, 2024 | 63 | Jul 17, 2024 | 75 |
| -4.94% | Oct 17, 2023 | 8 | Oct 27, 2023 | 4 | Nov 2, 2023 | 12 |
| -4.90% | Jul 30, 2024 | 4 | Aug 5, 2024 | 10 | Aug 19, 2024 | 14 |
| -3.84% | Aug 22, 2025 | 23 | Sep 25, 2025 | 9 | Oct 8, 2025 | 32 |
| -3.81% | Oct 18, 2024 | 11 | Nov 4, 2024 | 5 | Nov 11, 2024 | 16 |
| -3.56% | Jul 28, 2025 | 4 | Aug 1, 2025 | 15 | Aug 22, 2025 | 19 |
| -3.51% | Aug 30, 2024 | 4 | Sep 6, 2024 | 11 | Sep 23, 2024 | 15 |
| -3.13% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -3.13% | Jun 4, 2026 | 4 | Jun 10, 2026 | 4 | Jun 16, 2026 | 8 |
| -2.37% | Dec 28, 2023 | 12 | Jan 17, 2024 | 8 | Jan 29, 2024 | 20 |
| -2.25% | Sep 29, 2023 | 2 | Oct 3, 2023 | 5 | Oct 10, 2023 | 7 |
| -2.05% | Jul 17, 2024 | 6 | Jul 25, 2024 | 3 | Jul 30, 2024 | 9 |
| -2.00% | Jun 16, 2026 | 9 | Jun 30, 2026 | 7 | Jul 10, 2026 | 16 |
| -1.84% | Jan 30, 2024 | 10 | Feb 13, 2024 | 2 | Feb 15, 2024 | 12 |
| -1.74% | Nov 3, 2023 | 4 | Nov 9, 2023 | 3 | Nov 14, 2023 | 7 |
| -1.65% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.47% | Apr 20, 2026 | 7 | Apr 29, 2026 | 1 | Apr 30, 2026 | 8 |
| -1.37% | Apr 30, 2026 | 2 | May 4, 2026 | 2 | May 6, 2026 | 4 |
| -1.34% | Jan 22, 2026 | 8 | Feb 3, 2026 | 3 | Feb 6, 2026 | 11 |
| -1.30% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -1.28% | Jul 10, 2025 | 3 | Jul 15, 2025 | 8 | Jul 25, 2025 | 11 |
| -1.20% | May 6, 2026 | 5 | May 13, 2026 | 6 | May 21, 2026 | 11 |