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Performance analysis of Merlin (BACQR)

Annual Return

Since Dec 2, 2024, BACQR has had an average annual return of +205.60%, outperforming the benchmark SPY, which returned +9.81% annual.

202620252024
+0.34%+332.37%-2.86%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.04%+2.67%-4.22%+0.34%
2025+17.65%-5.00%-4.68%-6.14%+76.48%+16.67%+11.43%+43.59%+21.43%+37.69%-19.35%-2.66%+332.37%
2024-2.86%-2.86%

Drawdown analysis of Merlin (BACQR)

The maximum drawdown for the BACQR was -38.04%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current BACQR drawdown is -34.73%.

Since Dec 2, 2024 BACQR has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 9 times
DepthStartTo BottomBottomTo RecoverEndTotal
-38.04%Oct 23, 202520Nov 20, 2025OngoingOngoingOngoing
-20.49%Jul 31, 20258Aug 12, 20252Aug 14, 202510
-19.95%Jan 8, 202567Apr 17, 202510May 2, 202577
-15.07%May 27, 20255Jun 3, 202510Jun 17, 202515
-14.29%Jun 18, 202513Jul 9, 20257Jul 18, 202520
-14.29%Sep 26, 20255Oct 3, 20251Oct 6, 20256
-14.00%Aug 15, 20255Aug 22, 20252Aug 26, 20257
-13.66%Oct 9, 20251Oct 10, 20258Oct 22, 20259
-10.53%Dec 17, 20246Dec 26, 20248Jan 8, 202514
-9.09%Aug 26, 20251Aug 27, 20252Aug 29, 20253
-8.36%Jul 18, 20256Jul 28, 20253Jul 31, 20259
-7.71%Sep 4, 20253Sep 9, 20252Sep 11, 20255
-5.56%Dec 10, 20242Dec 12, 20243Dec 17, 20245
-5.14%Dec 2, 20242Dec 4, 20244Dec 10, 20246
-4.41%Sep 22, 20252Sep 24, 20252Sep 26, 20254
-1.78%Aug 29, 20251Sep 2, 20252Sep 4, 20253
-1.64%Sep 16, 20252Sep 18, 20252Sep 22, 20254
-0.38%May 13, 20253May 16, 20255May 23, 20258