Performance analysis of BSR (Beacon Selective Risk ETF)
Annual Return
Over the past 3 years, BSR has had an average annual return of +6.26%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Apr 18, 2023, BSR has had an average annual return of +7.37%, underperforming the benchmark SPY, which returned +21.41% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.91% | +4.21% | +12.45% | +4.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.35% | +2.89% | -5.03% | +1.97% | +0% | +0.75% | -0.81% | +2.91% | |||||
| 2025 | +2.69% | -0.36% | -3.06% | -2.59% | -0.42% | +2.47% | +0.94% | +1.94% | +1.54% | +0.12% | +1.34% | -0.28% | +4.21% |
| 2024 | -0.80% | +3.78% | +3.57% | -4.14% | +3.54% | +0.63% | +3.40% | +2.15% | +1.66% | -1.30% | +5.76% | -5.78% | +12.45% |
| 2023 | +0.53% | -0.74% | +4.44% | +1.74% | -1.91% | -3.61% | -2.83% | +2.96% | +4.26% | +4.57% |
Drawdown analysis of BSR (Beacon Selective Risk ETF)
The maximum drawdown for the BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.
The current BSR drawdown is -4.87%.
Since Apr 18, 2023 BSR has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.68% | May 14, 2025 | 7 | May 23, 2025 | Ongoing | Ongoing | Ongoing |
| -11.04% | Nov 29, 2024 | 87 | Apr 8, 2025 | 25 | May 14, 2025 | 112 |
| -8.64% | Jul 31, 2023 | 63 | Oct 27, 2023 | 75 | Feb 15, 2024 | 138 |
| -6.04% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -4.95% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -3.46% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.65% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.50% | May 15, 2024 | 9 | May 29, 2024 | 25 | Jul 5, 2024 | 34 |
| -2.23% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -1.67% | Sep 30, 2024 | 5 | Oct 7, 2024 | 5 | Oct 14, 2024 | 10 |
| -1.55% | Apr 28, 2023 | 18 | May 24, 2023 | 6 | Jun 2, 2023 | 24 |
| -1.31% | Jun 30, 2023 | 3 | Jul 6, 2023 | 4 | Jul 12, 2023 | 7 |
| -1.24% | Jul 19, 2023 | 6 | Jul 27, 2023 | 2 | Jul 31, 2023 | 8 |
| -1.13% | Apr 18, 2023 | 6 | Apr 26, 2023 | 2 | Apr 28, 2023 | 8 |
| -1.13% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -1.08% | Feb 15, 2024 | 2 | Feb 20, 2024 | 2 | Feb 22, 2024 | 4 |
| -0.87% | Mar 13, 2024 | 2 | Mar 15, 2024 | 2 | Mar 19, 2024 | 4 |
| -0.84% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.75% | Mar 1, 2024 | 2 | Mar 5, 2024 | 2 | Mar 7, 2024 | 4 |
| -0.66% | Mar 21, 2024 | 2 | Mar 25, 2024 | 2 | Mar 27, 2024 | 4 |
| -0.64% | Aug 23, 2024 | 3 | Aug 28, 2024 | 2 | Aug 30, 2024 | 5 |
| -0.44% | Jul 13, 2023 | 1 | Jul 14, 2023 | 2 | Jul 18, 2023 | 3 |
| -0.38% | Sep 24, 2024 | 1 | Sep 25, 2024 | 1 | Sep 26, 2024 | 2 |
| -0.34% | Jun 6, 2023 | 1 | Jun 7, 2023 | 3 | Jun 12, 2023 | 4 |
| -0.33% | Feb 23, 2024 | 1 | Feb 26, 2024 | 3 | Feb 29, 2024 | 4 |