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Performance analysis of TBFC (THE BRINSMERE FUND - CONSERVATIVE ETF)

Annual Return

Since Jan 16, 2024, TBFC has had an average annual return of +10.85%, underperforming the benchmark SPY, which returned +23.23% annual.

202620252024
+6.03%+11.38%+8.18%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.19%+1.77%-3.91%+3.60%+2.05%+0.35%+6.03%
2025+1.60%-0.15%-1.72%-0.16%+1.97%+2.82%+0.35%+1.74%+2.37%+1.06%+0.50%+0.53%+11.38%
2024+0.87%+1.84%+1.67%-2.51%+2.17%+1.43%+1.82%+0.83%+2.58%-2.19%+2.01%-2.45%+8.18%

Drawdown analysis of TBFC (THE BRINSMERE FUND - CONSERVATIVE ETF)

The maximum drawdown for the TBFC was -8.89%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.89%Sep 27, 2024131Apr 8, 202545Jun 12, 2025176
-5.45%Feb 25, 202622Mar 27, 202627May 6, 202649
-3.11%Mar 28, 202415Apr 19, 202418May 15, 202433
-2.89%Jul 16, 202416Aug 7, 202410Aug 21, 202426
-2.15%Oct 27, 202518Nov 20, 202513Dec 10, 202531
-1.41%Jan 29, 20265Feb 5, 20262Feb 9, 20267
-1.38%May 14, 20263May 19, 20264May 26, 20267
-1.30%Oct 8, 20252Oct 10, 20256Oct 20, 20258
-1.10%May 15, 20249May 29, 20245Jun 5, 202414
-1.10%Feb 12, 20241Feb 13, 20246Feb 22, 20247
-0.91%Dec 11, 20254Dec 17, 20253Dec 22, 20257
-0.88%Jul 23, 20257Aug 1, 20255Aug 8, 202512
-0.86%Jan 12, 20265Jan 20, 20262Jan 22, 20267
-0.83%Mar 7, 20246Mar 15, 20243Mar 20, 20249
-0.82%Aug 13, 20256Aug 21, 20251Aug 22, 20257
-0.73%Aug 23, 20249Sep 6, 20243Sep 11, 202412
-0.67%Jun 12, 20255Jun 20, 20252Jun 24, 20257
-0.65%Sep 22, 20253Sep 25, 20253Sep 30, 20256
-0.60%Feb 11, 20261Feb 12, 20265Feb 20, 20266
-0.60%Jan 29, 20242Jan 31, 20241Feb 1, 20243
-0.60%Aug 28, 20252Sep 2, 20252Sep 4, 20254
-0.57%Jul 3, 20257Jul 15, 20254Jul 21, 202511
-0.57%Dec 26, 20253Dec 31, 20252Jan 5, 20265
-0.46%Aug 21, 20241Aug 22, 20241Aug 23, 20242
-0.44%Oct 20, 20252Oct 22, 20252Oct 24, 20254