Summary
BAMY
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 11.21% Volatility 6.90% Sharpe 1.13
Official loaded data — not a live quote.

Brookstone Yield ETF

Symbol: BAMY

Exchange: BATS

Sector: Technology

Category: Moderate Allocation

Inception date: 27/09/2023

Latest date: 02/06/2026

Current price: $27.44

Expense ratio: 1.46%

Assets under management
$46.1M
0.01% 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

0.52%

Ann. -7.28% (Sharpe / Sortino numerator)

Volatility

6.68%

Sharpe ratio

-1.633

VaR 95%

-0.64%

CVaR 95%: -0.73%
Max drawdown: -2.17%
Sortino ratio: -2.881
Calmar ratio: -3.35

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

0.76%

Ann. -5.30% (Sharpe / Sortino numerator)

Volatility

4.98%

Sharpe ratio

-1.794

VaR 95%

-0.58%

CVaR 95%: -0.82%
Max drawdown: -3.66%
Sortino ratio: -1.995
Calmar ratio: -1.45

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

2.25%

Ann. 3.20% (Sharpe / Sortino numerator)

Volatility

5.33%

Sharpe ratio

-0.081

VaR 95%

-0.48%

CVaR 95%: -0.87%
Max drawdown: -3.66%
Sortino ratio: -0.093
Calmar ratio: 0.87

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

11.21%

Ann. 11.46% (Sharpe / Sortino numerator)

Volatility

6.90%

Sharpe ratio

1.134

VaR 95%

-0.52%

CVaR 95%: -1.05%
Max drawdown: -3.66%
Sortino ratio: 1.295
Calmar ratio: 3.13

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

18.23%

Ann. 8.61% (Sharpe / Sortino numerator)

Volatility

6.07%

Sharpe ratio

0.820

VaR 95%

-0.55%

CVaR 95%: -0.94%
Max drawdown: -6.03%
Sortino ratio: 0.939
Calmar ratio: 1.43

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

32.04%

Ann. 11.99% (Sharpe / Sortino numerator)

Volatility

6.07%

Sharpe ratio

1.384

VaR 95%

-0.54%

CVaR 95%: -0.92%
Max drawdown: -6.03%
Sortino ratio: 1.647
Calmar ratio: 1.99

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.043%

Best day

1.043%

13/10/2025
Worst day

-1.424%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $27.44 $27.45 $27.42 $27.44 9,000
01/06/2026 $27.38 $27.43 $27.38 $27.42 8,600
29/05/2026 $27.43 $27.46 $27.43 $27.45 6,100
28/05/2026 $27.38 $27.43 $27.38 $27.41 6,600
27/05/2026 $27.78 $27.80 $27.78 $27.79 3,000
26/05/2026 $27.59 $27.80 $27.59 $27.80 3,900
22/05/2026 $27.72 $27.74 $27.71 $27.73 5,500
21/05/2026 $27.50 $27.73 $27.50 $27.71 11,200
20/05/2026 $27.60 $27.69 $27.59 $27.69 4,500
19/05/2026 $27.52 $27.54 $27.50 $27.52 4,900