Brookstone Opportunities ETF (BAMO) Performance
BAMO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.2% since Dec 31, 2025
- 1 year
- +9.1% total return
- 3 years
- +13.3% a year
- Since first price
- +12.7% a year since 2023
BAMO trailing returns vs AGG, TLT, SPY
| Period | BAMO total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | +1.7% | +1.4% | −0.4% | −1.0% | +3.2% |
| 6 months | +4.8% | +4.2% | −1.5% | −3.8% | +7.8% |
| YTD | +7.2% | +6.6% | −1.0% | −3.4% | +12.3% |
| 1 year | +9.1% | +7.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +45.5%+13.3%/yr | +39.5% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionSep 28, 2023 | +44.3%+12.7%/yr | +38.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BAMO vs AGG
From Sep 28, 2023: BAMO grew to $14,427, AGG to $11,471.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BAMO returns by calendar year
2 of 2 full years positive. Best 2024 (+14.4%), worst 2025 (+9.2%). 2026 is year to date.
BAMO annual returns table
| Year | BAMO | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +7.2% | −5.5% | −1.0% | −3.4% | +12.3% |
| 2025 | +9.2% | −12.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +14.4% | −5.8% | +1.3% | −8.1% | +24.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BAMO largest drawdowns
Now 1.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −12.7% | Apr 8, 2025 | Jul 3, 2025 | 48 days | 4 months |
| Jul 16, 2024 | −5.8% | Aug 5, 2024 | Sep 19, 2024 | 20 days | 2 months |
| Feb 9, 2026 | −5.5% | Mar 30, 2026 | Apr 16, 2026 | 49 days | 2 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
BAMO risk statistics
| Statistic | 3 years |
|---|---|
| Annualized return | +12.9% |
| Volatility (annualized) | 7.5% |
| Sharpe ratio | 1.09 |
| Sortino ratio | 2.02 |
| Best month | +5.7% |
| Worst month | −3.9% |
| Best 12 months | +21.7% |
| Worst 12 months | +5.3% |
| Positive months | 72% |
| Beta vs S&P 500 | 0.59 |
| Correlation with S&P 500 | 0.98 |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BAMO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 26 | +5.3% | +9.6% | +21.7% | 100% |
| 3-year (a year) | 2 | +12.9% | +13.2% | +13.4% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
BAMO performance overview
Brookstone Opportunities ETF (BAMO) returned +9.1% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +12.7% a year, turning $10,000 into about $14,427. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −12.7%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 7.5% a year.
Related: BAMO chart, BAMO dividends, BAMO bond profile. See the BAMO overview for the latest quote and fund facts.
BAMO performance FAQ
What is the BAMO return over the past year?
BAMO returned +9.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.6%.
How much would $10,000 invested in BAMO be worth?
$10,000 invested in BAMO at its first recorded close on September 28, 2023 would be worth about $14,427 on October 23, 2026 with distributions reinvested.
What was the worst year for BAMO?
The worst calendar year was 2025, with a total return of +9.2%. The best was 2024 at +14.4%.
What is the biggest drawdown of BAMO?
The largest peak-to-trough decline was −12.7% between February 19, 2025 and April 8, 2025. It recovered to the old high on July 3, 2025, 3 months after the bottom.
How volatile is BAMO?
Over the past 3 years BAMO had an annualized volatility of 7.5% and a Sharpe ratio of 1.09 (excess return over 1–3 month T-bills per unit of risk).