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Performance analysis of BFOR (BARRON'S 400 ETF)

Annual Return

Over the past 3 years, BFOR has had an average annual return of +17.66%, underperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, BFOR has had an average annual return of +11.01%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, BFOR has had an average annual return of +12.41%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Jun 4, 2013, BFOR has had an average annual return of +11.57%, underperforming the benchmark SPY, which returned +14.23% annual.

202620252024202320222021202020192018201720162015
+14.20%+13.84%+17.80%+18.17%-15.90%+30.69%+17.60%+21.29%-13.85%+19.37%+16.85%-3.31%
20142013
+6.30%+20.25%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+3.41%+2.95%-5.32%+7.17%+1.59%+5.81%-1.65%+14.20%
2025+3.92%-3.84%-4.51%-0.69%+7.27%+4.11%+1.32%+3.13%+0.89%-1.51%+2.32%+1.25%+13.84%
2024-0.51%+5.43%+4.09%-5.36%+4.04%-0.87%+6.70%-0.06%+1.47%-0.14%+10.60%-7.50%+17.80%
2023+8.45%-1.25%-4.57%-2.03%-2.21%+9.72%+5.64%-2.82%-4.21%-4.35%+7.73%+8.57%+18.17%
2022-8.26%+0.04%+0.35%-7.24%+2.87%-11.27%+11.68%-3.59%-9.16%+11.30%+5.94%-6.47%-15.90%
2021+1.49%+5.56%+5.76%+3.48%+1.47%+0.33%+0.97%+1.83%-3.47%+6.37%-0.40%+4.11%+30.69%
2020-3.16%-8.77%-17.32%+15.09%+7.63%+1.32%+5.67%+4.25%-2.70%+0.80%+11.64%+6.36%+17.60%
2019+10.90%+4.53%-2.63%+4.25%-10.13%+7.76%+0.91%-5.44%+3.11%+1.61%+4.04%+2.34%+21.29%
2018+3.87%-3.52%-0.05%-0.39%+4.12%+0.60%+1.36%+4.38%-2.18%-10.85%+0.70%-11.28%-13.85%
2017+1.36%+2.40%+0.76%+1.67%-0.21%+1.61%+1.06%-1.31%+5.33%+2.02%+2.67%+0.62%+19.37%

Drawdown analysis of BFOR (BARRON'S 400 ETF)

The maximum drawdown for the BFOR was -41.26%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The current BFOR drawdown is -1.65%.

Since Jun 4, 2013 BFOR has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 4 times
  • 10% or more: 5 times
DepthStartTo BottomBottomTo RecoverEndTotal
-41.26%Aug 29, 2018392Mar 23, 2020161Nov 9, 2020553
-25.94%Nov 16, 2021215Sep 26, 2022346Feb 12, 2024561
-23.42%Jun 23, 2015161Feb 11, 2016195Nov 17, 2016356
-21.91%Nov 25, 202490Apr 8, 202572Jul 23, 2025162
-11.14%Jul 3, 201470Oct 13, 201430Nov 24, 2014100
-9.53%Jan 26, 20189Feb 8, 201881Jun 6, 201890
-8.98%Feb 26, 202622Mar 30, 202613Apr 17, 202635
-7.90%Jul 16, 202414Aug 5, 202432Sep 19, 202446
-6.76%Jan 22, 20148Feb 3, 201414Feb 24, 201422
-6.35%Mar 28, 202414Apr 18, 202458Jul 12, 202472
-6.05%Sep 18, 202545Nov 20, 20258Dec 3, 202553
-5.71%Apr 2, 20147Apr 11, 201438Jun 6, 201445
-5.42%Nov 24, 201415Dec 16, 20148Dec 29, 201423
-5.28%Dec 29, 201412Jan 15, 201517Feb 10, 201529
-4.88%Jun 18, 20134Jun 24, 20139Jul 8, 201313
-4.88%Jan 20, 20217Jan 29, 20215Feb 5, 202112
-4.84%May 7, 20213May 12, 202135Jul 1, 202138
-4.84%Jul 25, 201719Aug 21, 201723Sep 22, 201742
-4.63%Mar 15, 20217Mar 24, 20217Apr 5, 202114
-4.44%Sep 2, 202111Sep 20, 202120Oct 18, 202131
-4.16%Feb 24, 20216Mar 4, 20214Mar 10, 202110
-4.15%Jul 1, 202111Jul 19, 20218Jul 29, 202119
-4.01%Aug 1, 201318Aug 27, 201313Sep 16, 201331
-3.70%Mar 1, 201731Apr 13, 20176Apr 24, 201737
-3.48%May 6, 20269May 19, 20264May 26, 202613