Performance analysis of BVAL (BLUEMONTE LARGE CAP VALUE ETF)
Annual Return
Over the past 3 years, BVAL has had an average annual return of +86.70%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BVAL has had an average annual return of +86.70%, outperforming the benchmark SPY, which returned +12.55% annual.
Since Jun 14, 2017, BVAL has had an average annual return of +9%, underperforming the benchmark SPY, which returned +14.81% annual.
| 2026 | 2025 | 2020 | 2019 | 2018 | 2017 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.38% | +73.98% | -9.88% | +28.18% | -9.31% | +6.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.33% | +2.33% | -4.79% | +7.12% | +3.10% | +1.54% | -0.46% | +12.38% | |||||
| 2025 | +59.38% | +0.81% | +3.09% | +2.10% | +0.55% | +1.79% | +0.52% | +73.98% | |||||
| 2020 | -1.64% | -10.77% | -16.24% | +12.69% | +3.66% | +1.12% | +3.78% | -9.88% | |||||
| 2019 | +7.37% | +2.22% | +1.20% | +4.89% | -6.25% | +6.40% | +2.99% | -1.79% | +1.86% | +1% | +3.30% | +2.61% | +28.18% |
| 2018 | +3.78% | -4.13% | -2.88% | -0.04% | -0.13% | +0.84% | +2.17% | +2.06% | +1.23% | -3.79% | +1.51% | -9.58% | -9.31% |
| 2017 | +1.58% | +0.30% | -2.55% | +1.27% | -2.90% | +6.79% | +2.60% | +6.96% |
Drawdown analysis of BVAL (BLUEMONTE LARGE CAP VALUE ETF)
The maximum drawdown for the BVAL was -37.18%, occurring on Mar 23, 2020. Recovery took 91 trading sessions.
The current BVAL drawdown is -1.22%.
Since Jun 14, 2017 BVAL has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.18% | Feb 12, 2020 | 27 | Mar 23, 2020 | 91 | Jun 23, 2025 | 118 |
| -15.51% | Jan 26, 2018 | 227 | Dec 21, 2018 | 85 | Apr 26, 2019 | 312 |
| -6.69% | Feb 26, 2026 | 22 | Mar 30, 2026 | 13 | Apr 17, 2026 | 35 |
| -6.25% | Apr 30, 2019 | 22 | May 31, 2019 | 12 | Jun 18, 2019 | 34 |
| -6.18% | Aug 8, 2017 | 62 | Nov 3, 2017 | 17 | Nov 29, 2017 | 79 |
| -6.04% | Jul 29, 2019 | 19 | Aug 23, 2019 | 45 | Oct 28, 2019 | 64 |
| -3.96% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -3.89% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -2.79% | Jul 25, 2025 | 5 | Aug 1, 2025 | 8 | Aug 13, 2025 | 13 |
| -2.71% | Oct 6, 2025 | 4 | Oct 10, 2025 | 9 | Oct 23, 2025 | 13 |
| -2.30% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -2.24% | Oct 27, 2025 | 8 | Nov 6, 2025 | 4 | Nov 12, 2025 | 12 |
| -1.87% | Nov 27, 2019 | 3 | Dec 3, 2019 | 3 | Dec 6, 2019 | 6 |
| -1.72% | Jun 19, 2017 | 2 | Jun 21, 2017 | 4 | Jun 27, 2017 | 6 |
| -1.63% | Jan 15, 2026 | 2 | Jan 20, 2026 | 7 | Jan 29, 2026 | 9 |
| -1.62% | Jun 20, 2019 | 4 | Jun 26, 2019 | 4 | Jul 2, 2019 | 8 |
| -1.49% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -1.46% | Dec 4, 2017 | 2 | Dec 6, 2017 | 8 | Dec 18, 2017 | 10 |
| -1.43% | Dec 28, 2017 | 4 | Jan 4, 2018 | 5 | Jan 11, 2018 | 9 |
| -1.35% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -1.35% | Feb 11, 2026 | 1 | Feb 12, 2026 | 9 | Feb 26, 2026 | 10 |
| -1.31% | Jun 15, 2026 | 2 | Jun 17, 2026 | 10 | Jul 2, 2026 | 12 |
| -1.30% | Jul 3, 2017 | 4 | Jul 10, 2017 | 5 | Jul 17, 2017 | 9 |
| -1.25% | Jan 2, 2020 | 3 | Jan 7, 2020 | 4 | Jan 13, 2020 | 7 |
| -1.22% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |