Performance analysis of TBFG (THE BRINSMERE FUND - GROWTH ETF)
Annual Return
Since Jan 16, 2024, TBFG has had an average annual return of +15.07%, underperforming the benchmark SPY, which returned +22.84% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.36% | +14.56% | +10.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.28% | +2.12% | -5.21% | +6.39% | +3.45% | +0.30% | +10.36% | ||||||
| 2025 | +2.53% | -0.74% | -3.14% | -0.66% | +3.05% | +3.87% | +0.55% | +2.22% | +3.34% | +1.66% | +0.30% | +0.92% | +14.56% |
| 2024 | +1.20% | +3.71% | +2.54% | -3.84% | +3.17% | +1.57% | +0.97% | +0.50% | +2.58% | -1.90% | +2.99% | -3.12% | +10.49% |
Drawdown analysis of TBFG (THE BRINSMERE FUND - GROWTH ETF)
The maximum drawdown for the TBFG was -13.43%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current TBFG drawdown is -0.36%.
Since Jan 16, 2024 TBFG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.43% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -7.63% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -6.45% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -4.90% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -4.42% | Dec 4, 2024 | 24 | Jan 10, 2025 | 24 | Feb 14, 2025 | 48 |
| -3.39% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -2.34% | Jan 28, 2026 | 6 | Feb 5, 2026 | 2 | Feb 9, 2026 | 8 |
| -2.28% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.23% | Nov 7, 2024 | 6 | Nov 15, 2024 | 10 | Dec 2, 2024 | 16 |
| -2.13% | Oct 18, 2024 | 9 | Oct 31, 2024 | 5 | Nov 7, 2024 | 14 |
| -2.06% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -1.78% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.72% | May 15, 2024 | 10 | May 30, 2024 | 9 | Jun 12, 2024 | 19 |
| -1.56% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.48% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.26% | Jan 12, 2026 | 5 | Jan 20, 2026 | 2 | Jan 22, 2026 | 7 |
| -1.18% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.10% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.08% | Feb 11, 2026 | 1 | Feb 12, 2026 | 5 | Feb 20, 2026 | 6 |
| -1.08% | Feb 15, 2024 | 2 | Feb 20, 2024 | 2 | Feb 22, 2024 | 4 |
| -1.07% | Mar 12, 2024 | 3 | Mar 15, 2024 | 3 | Mar 20, 2024 | 6 |
| -1.06% | Apr 17, 2026 | 2 | Apr 21, 2026 | 7 | Apr 30, 2026 | 9 |
| -0.96% | Sep 22, 2025 | 3 | Sep 25, 2025 | 3 | Sep 30, 2025 | 6 |
| -0.86% | Aug 28, 2025 | 2 | Sep 2, 2025 | 3 | Sep 5, 2025 | 5 |
| -0.84% | Jul 3, 2025 | 1 | Jul 7, 2025 | 8 | Jul 17, 2025 | 9 |