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Performance analysis of BLUI (BLUEMONTE DIVERSIFIED INCOME ETF)

Annual Return

Since Jun 23, 2025, BLUI has had an average annual return of +7.94%, underperforming the benchmark SPY, which returned +25.50% annual.

20262025
+3.75%+3.80%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.28%+1.93%-0.94%+1.24%-0.07%+0.28%+3.75%
2025+0.43%+0.46%+1.15%+0.55%+0.27%+1.18%-0.29%+3.80%

Drawdown analysis of BLUI (BLUEMONTE DIVERSIFIED INCOME ETF)

The maximum drawdown for the BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 14 trading sessions.

The current BLUI drawdown is -0.05%.

DepthStartTo BottomBottomTo RecoverEndTotal
-2.43%Feb 27, 202620Mar 27, 202614Apr 17, 202634
-1.19%Sep 15, 202519Oct 10, 20256Oct 20, 202525
-0.91%Oct 27, 20256Nov 4, 202515Nov 25, 202521
-0.70%Nov 28, 20257Dec 9, 202520Jan 8, 202627
-0.68%May 6, 20269May 19, 20264May 26, 202613
-0.65%Jul 2, 20258Jul 15, 20255Jul 22, 202513
-0.52%May 26, 20269Jun 8, 20263Jun 11, 202612
-0.51%Jun 24, 20251Jun 25, 20253Jun 30, 20254
-0.50%Jan 16, 20261Jan 20, 202612Feb 5, 202613
-0.47%Aug 4, 20255Aug 11, 20252Aug 13, 20257
-0.42%Apr 20, 20267Apr 29, 20261Apr 30, 20268
-0.39%Aug 13, 20253Aug 18, 20254Aug 22, 20257
-0.39%Aug 28, 20252Sep 2, 20252Sep 4, 20254
-0.36%Jul 29, 20252Jul 31, 20252Aug 4, 20254
-0.28%Apr 30, 20262May 4, 20262May 6, 20264
-0.26%Jul 25, 20251Jul 28, 20251Jul 29, 20252
-0.19%Feb 17, 20261Feb 18, 20266Feb 26, 20267
-0.18%Aug 22, 20251Aug 25, 20252Aug 27, 20253
-0.09%Sep 11, 20251Sep 12, 20251Sep 15, 20252
-0.07%Sep 8, 20251Sep 9, 20251Sep 10, 20252
-0.05%Jun 11, 20261Jun 12, 2026OngoingOngoingOngoing
-0.03%Jun 30, 20251Jul 1, 20251Jul 2, 20252
-0.03%Jul 22, 20251Jul 23, 20252Jul 25, 20253