Performance analysis of BTR (Beacon Tactical Risk ETF)
Annual Return
Over the past 3 years, BTR has had an average annual return of +4.44%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Apr 18, 2023, BTR has had an average annual return of +4.33%, underperforming the benchmark SPY, which returned +21.41% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.83% | -2.15% | +14.46% | -6.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.62% | +3.08% | -4.44% | +5.90% | +0.50% | +0.52% | +0.58% | +9.83% | |||||
| 2025 | +3.82% | -0.75% | -3.92% | -8.50% | -1.05% | +1.66% | +1.30% | +2.80% | +1.80% | +0.00969% | +1.49% | -0.21% | -2.15% |
| 2024 | -1.41% | +4.27% | +4.02% | -4.01% | +3.67% | +0.27% | +3.27% | +2.60% | +2.19% | -0.97% | +6.09% | -5.69% | +14.46% |
| 2023 | +0.52% | -0.42% | -0.67% | +2.28% | -2.40% | -4.49% | -4.58% | +1.60% | +1.57% | -6.65% |
Drawdown analysis of BTR (Beacon Tactical Risk ETF)
The maximum drawdown for the BTR was -16.66%, occurring on May 21, 2025. Recovery took 240 trading sessions.
The current BTR drawdown is -0.50%.
Since Apr 18, 2023 BTR has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.66% | Nov 29, 2024 | 117 | May 21, 2025 | 240 | May 6, 2026 | 357 |
| -11.30% | Jul 31, 2023 | 63 | Oct 27, 2023 | 176 | Jul 12, 2024 | 239 |
| -5.67% | Jul 22, 2024 | 10 | Aug 5, 2024 | 12 | Aug 21, 2024 | 22 |
| -3.31% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.75% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.14% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.12% | May 4, 2023 | 42 | Jul 6, 2023 | 12 | Jul 24, 2023 | 54 |
| -1.95% | May 28, 2026 | 9 | Jun 10, 2026 | 3 | Jun 15, 2026 | 12 |
| -1.92% | Jul 16, 2024 | 3 | Jul 19, 2024 | 1 | Jul 22, 2024 | 4 |
| -1.45% | Jun 15, 2026 | 2 | Jun 17, 2026 | 10 | Jul 2, 2026 | 12 |
| -1.28% | May 6, 2026 | 9 | May 19, 2026 | 3 | May 22, 2026 | 12 |
| -1.01% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.97% | Sep 30, 2024 | 5 | Oct 7, 2024 | 4 | Oct 11, 2024 | 9 |
| -0.91% | Jul 7, 2026 | 1 | Jul 8, 2026 | 6 | Jul 16, 2026 | 7 |
| -0.88% | Jul 26, 2023 | 1 | Jul 27, 2023 | 2 | Jul 31, 2023 | 3 |
| -0.76% | Aug 23, 2024 | 3 | Aug 28, 2024 | 2 | Aug 30, 2024 | 5 |
| -0.56% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.49% | Sep 24, 2024 | 1 | Sep 25, 2024 | 2 | Sep 27, 2024 | 3 |
| -0.49% | Apr 25, 2023 | 4 | May 1, 2023 | 2 | May 3, 2023 | 6 |
| -0.39% | Oct 14, 2024 | 1 | Oct 15, 2024 | 1 | Oct 16, 2024 | 2 |
| -0.19% | Oct 16, 2024 | 1 | Oct 17, 2024 | 1 | Oct 18, 2024 | 2 |
| -0.14% | Sep 17, 2024 | 1 | Sep 18, 2024 | 1 | Sep 19, 2024 | 2 |
| -0.12% | Apr 18, 2023 | 1 | Apr 19, 2023 | 1 | Apr 20, 2023 | 2 |
| -0.08% | Apr 20, 2023 | 1 | Apr 21, 2023 | 1 | Apr 24, 2023 | 2 |
| -0.05% | Sep 19, 2024 | 1 | Sep 20, 2024 | 1 | Sep 23, 2024 | 2 |