Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAMD (Brookstone Dividend Stock ETF) | 1.75% | 14.33% | NA | NA | NA | NA | NA | 35.10% |
Data as of 07/03/2025, AR inception is 09/27/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAMD (Brookstone Dividend Stock ETF) | 09/27/2023 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.27 | 14.33 | NA | NA | NA | NA | NA | 35.10 | 1.75 | 19.76 | 10.87 |
| Sharpe Ratio | NA | 0.72 | NA | NA | NA | NA | NA | 1.04 | 0.02 | 1.34 | 2.95 |
| Standard Deviation(%) | NA | 15.49 | NA | NA | NA | NA | NA | 14.56 | 18.36 | 12.03 | 15.36 |
| Draw Down(%) | NA | 15.91 | NA | NA | NA | NA | NA | 15.91 | 11.74 | 9.04 | 4.87 |
| Yield(%) | 0.00 | 4.91 | 2.73 | 1.64 | 0.82 | 0.55 | 0.41 | 8.18 | 1.66 | 4.76 | 0.77 |
Data as of 07/03/2025, AR inception is 09/27/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMD (Brookstone Dividend Stock ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMD (Brookstone Dividend Stock ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart