EGSHARES BLUE CHIP ETF (BCHP) Performance
BCHP total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.8% since Dec 31, 2025
- 1 year
- −1.4% total return
- 3 years
- +15.5% a year
- Since first price
- +13.1% a year since 2023
BCHP trailing returns vs SPY, QQQ, AGG
| Period | BCHP total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.7% | −0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.2% | +4.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.7% | +1.7% | +7.8% | +8.4% | −1.5% |
| YTD | −0.8% | −0.8% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.4% | −1.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +53.9%+15.5%/yr | +51.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionJul 13, 2023 | +49.8%+13.1%/yr | +47.0% | — | — | — |
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: BCHP vs SPY
From Jul 13, 2023: BCHP grew to $14,976, SPY to $17,591.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BCHP returns by calendar year
2 of 2 full years positive. Best 2024 (+21.3%), worst 2025 (+10.2%). 2026 is year to date.
BCHP annual returns table
| Year | BCHP | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −0.8% | −17.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.2% | −18.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +21.3% | −8.2% | +24.9% | +25.6% | +1.3% |
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.
BCHP largest drawdowns
Now 5.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 23, 2025 | −18.6% | Apr 8, 2025 | Jun 6, 2025 | 2 months | 4 months |
| Oct 28, 2025 | −18.1% | Mar 27, 2026 | Aug 3, 2026 | 5 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BCHP risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +15.9% | +13.4% |
| Volatility (annualized) | 15.4% | 15.4% |
| Sharpe ratio | 0.76 | 0.61 |
| Sortino ratio | 1.41 | 1.08 |
| Best month | +13.2% | +13.2% |
| Worst month | −6.3% | −6.3% |
| Best 12 months | +35.2% | +35.2% |
| Worst 12 months | −1.2% | −1.2% |
| Positive months | 61% | 61% |
| Beta vs S&P 500 | 1.06 | — |
| Correlation with S&P 500 | 0.86 | — |
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.
BCHP rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 28 | −2.6% | +12.9% | +35.2% | 86% |
| 3-year (a year) | 4 | +14.5% | +15.2% | +15.9% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
BCHP performance overview
EGSHARES BLUE CHIP ETF (BCHP) returned −1.4% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +13.1% a year, turning $10,000 into about $14,976. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.6%, from Jan 23, 2025 to Apr 8, 2025, and it took 59 days to get back to the old high. Volatility has been 15.4% a year.
Related: BCHP chart, BCHP holdings, BCHP valuation. See the BCHP overview for the latest quote and fund facts.
BCHP performance FAQ
What is the BCHP return over the past year?
BCHP returned −1.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 1.4%.
How much would $10,000 invested in BCHP be worth?
$10,000 invested in BCHP at its first recorded close on July 13, 2023 would be worth about $14,976 on October 23, 2026 with distributions reinvested.
What was the worst year for BCHP?
The worst calendar year was 2025, with a total return of +10.2%. The best was 2024 at +21.3%.
What is the biggest drawdown of BCHP?
The largest peak-to-trough decline was −18.6% between January 23, 2025 and April 8, 2025. It recovered to the old high on June 6, 2025, 59 days after the bottom.
How volatile is BCHP?
Over the past 3 years BCHP had an annualized volatility of 15.4% and a Sharpe ratio of 0.76 (excess return over 1–3 month T-bills per unit of risk).