Summary
BAMG
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 19.69% 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: 16/07/2026

Current price: $43.82

Expense ratio: 0.89%

Assets under management
$139.1M
0.30% 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

-0.86%

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

10.09%

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

9.15%

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

19.69%

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

37.80%

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

75.29%

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.076%

Best day

3.179%

08/04/2026
Worst day

-3.218%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $43.69 $43.82 $43.69 $43.82 7,000
15/07/2026 $44.50 $44.54 $44.09 $44.29 14,300
14/07/2026 $44.52 $44.58 $44.45 $44.45 11,200
13/07/2026 $44.65 $44.65 $44.25 $44.34 4,900
10/07/2026 $44.84 $44.93 $44.84 $44.92 8,300
09/07/2026 $44.82 $44.84 $44.70 $44.82 5,900
08/07/2026 $44.11 $44.37 $44.11 $44.37 11,400
07/07/2026 $44.20 $44.42 $44.12 $44.41 10,000
06/07/2026 $44.74 $45.12 $44.74 $44.83 39,200
02/07/2026 $45.06 $45.06 $44.22 $44.43 14,700