Performance analysis of Bluemount (BMHL)
Annual Return
Since Jul 11, 2025, BMHL has had an average annual return of +40.56%, outperforming the benchmark SPY, which returned +19.78% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +70.27% | -16.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.11% | +4.17% | -7.45% | +2.57% | +12.36% | +49.75% | -5.34% | +70.27% | |||||
| 2025 | -8.75% | +3.82% | -3.95% | -8.79% | +3.01% | -2.63% | -16.75% |
Drawdown analysis of Bluemount (BMHL)
The maximum drawdown for the BMHL was -29.43%, occurring on Oct 29, 2025. Recovery took 139 trading sessions.
The current BMHL drawdown is -7.95%.
Since Jul 11, 2025 BMHL has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.43% | Jul 28, 2025 | 66 | Oct 29, 2025 | 139 | May 20, 2026 | 205 |
| -8.68% | May 26, 2026 | 3 | May 29, 2026 | 1 | Jun 1, 2026 | 4 |
| -7.95% | Jun 15, 2026 | 3 | Jun 18, 2026 | Ongoing | Ongoing | Ongoing |
| -4.77% | Jun 1, 2026 | 3 | Jun 4, 2026 | 3 | Jun 9, 2026 | 6 |
| -3.75% | Jul 11, 2025 | 3 | Jul 16, 2025 | 2 | Jul 18, 2025 | 5 |
| -1.42% | Jul 23, 2025 | 1 | Jul 24, 2025 | 2 | Jul 28, 2025 | 3 |
| -0.73% | Jul 18, 2025 | 1 | Jul 21, 2025 | 1 | Jul 22, 2025 | 2 |
| -0.41% | May 20, 2026 | 1 | May 21, 2026 | 2 | May 26, 2026 | 3 |