Summary
BAMG
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 27.89% Volatility 20.17% Sharpe 0.54
Official loaded data — not a live quote.

Brookstone Growth Stock ETF

Symbol: BAMG

Exchange: BATS

Sector: Technology

Category: Large Growth

Inception date: 26/09/2023

Latest date: 03/06/2026

Current price: $44.44

Expense ratio: 0.89%

Assets under management
$128.6M
0.18% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

8.86%

Ann. -43.19% (Sharpe / Sortino numerator)

Volatility

18.83%

Sharpe ratio

-2.486

VaR 95%

-1.60%

CVaR 95%: -1.95%
Max drawdown: -9.16%
Sortino ratio: -4.549
Calmar ratio: -4.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

14.90%

Ann. -27.23% (Sharpe / Sortino numerator)

Volatility

16.85%

Sharpe ratio

-1.831

VaR 95%

-1.95%

CVaR 95%: -2.37%
Max drawdown: -12.88%
Sortino ratio: -2.575
Calmar ratio: -2.11

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.41%

Ann. -7.02% (Sharpe / Sortino numerator)

Volatility

15.86%

Sharpe ratio

-0.671

VaR 95%

-1.83%

CVaR 95%: -2.28%
Max drawdown: -13.08%
Sortino ratio: -0.935
Calmar ratio: -0.54

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

27.89%

Ann. 14.51% (Sharpe / Sortino numerator)

Volatility

20.17%

Sharpe ratio

0.540

VaR 95%

-1.79%

CVaR 95%: -2.90%
Max drawdown: -13.08%
Sortino ratio: 0.721
Calmar ratio: 1.11

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

51.04%

Ann. 12.20% (Sharpe / Sortino numerator)

Volatility

17.84%

Sharpe ratio

0.480

VaR 95%

-1.68%

CVaR 95%: -2.58%
Max drawdown: -21.00%
Sortino ratio: 0.642
Calmar ratio: 0.58

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

77.78%

Ann. 22.15% (Sharpe / Sortino numerator)

Volatility

17.23%

Sharpe ratio

1.078

VaR 95%

-1.63%

CVaR 95%: -2.40%
Max drawdown: -21.00%
Sortino ratio: 1.489
Calmar ratio: 1.05

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.102%

Best day

3.179%

08/04/2026
Worst day

-2.643%

03/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $44.36 $44.52 $44.36 $44.44 8,200
02/06/2026 $44.51 $44.57 $44.46 $44.57 13,900
01/06/2026 $44.14 $44.38 $44.14 $44.28 10,400
29/05/2026 $44.01 $44.09 $43.92 $44.09 9,600
28/05/2026 $43.48 $43.82 $43.48 $43.78 11,300
27/05/2026 $43.50 $43.55 $43.42 $43.51 5,100
26/05/2026 $43.16 $43.47 $43.16 $43.40 5,800
22/05/2026 $42.90 $42.90 $42.75 $42.75 6,700
21/05/2026 $41.96 $42.60 $41.96 $42.50 6,000
20/05/2026 $41.94 $42.25 $41.88 $42.25 8,800