Capital-Force ETF (BOUT) Performance
BOUT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.9% since Dec 31, 2025
- 1 year
- +12.3% total return
- 5 years
- +3.9% a year
- Since first price
- +7.3% a year since 2018
BOUT trailing returns vs SPY, QQQ, AGG
| Period | BOUT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.0% | −1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −8.0% | −8.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.3% | −2.3% | +7.8% | +8.4% | −1.5% |
| YTD | +16.9% | +16.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.3% | +11.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +49.9%+14.4%/yr | +46.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +21.3%+3.9%/yr | +17.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 13, 2018 | +77.6%+7.3%/yr | +71.0% | — | — | — |
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: BOUT vs SPY
From Sep 13, 2018: BOUT grew to $17,758, SPY to $29,587.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BOUT returns by calendar year
5 of 7 full years positive. Best 2020 (+50.6%), worst 2022 (−22.6%). 2026 is year to date.
BOUT annual returns table
| Year | BOUT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.9% | −17.0% | +12.3% | +15.1% | −1.0% |
| 2025 | −6.8% | −23.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.8% | −10.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +13.3% | −14.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −22.6% | −27.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +22.7% | −14.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +50.6% | −30.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +20.6% | −13.1% | +31.2% | +39.0% | +8.5% |
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.
BOUT largest drawdowns
Now 13.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 14, 2018 | −36.8% | Mar 20, 2020 | Aug 5, 2020 | 1.5 years | 1.9 years |
| Dec 29, 2021 | −28.3% | Sep 27, 2022 | Nov 6, 2024 | 9 months | 2.9 years |
| Dec 6, 2024 | −25.3% | Apr 8, 2025 | Apr 9, 2026 | 4 months | 1.3 years |
| Jun 30, 2026 | −17.0% | Oct 16, 2026 | not yet | 4 months | 4 months so far |
| Feb 16, 2021 | −14.7% | May 25, 2021 | Nov 1, 2021 | 3 months | 8 months |
| Aug 5, 2020 | −11.5% | Sep 23, 2020 | Oct 12, 2020 | 49 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BOUT risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +12.8% | +5.2% | +7.6% |
| Volatility (annualized) | 18.5% | 20.0% | 21.6% |
| Sharpe ratio | 0.51 | 0.17 | 0.32 |
| Sortino ratio | 0.88 | 0.26 | 0.49 |
| Best month | +15.3% | +15.3% | +19.5% |
| Worst month | −7.4% | −12.5% | −17.3% |
| Best 12 months | +35.3% | +35.3% | +80.4% |
| Worst 12 months | −7.8% | −22.6% | −22.6% |
| Positive months | 56% | 52% | 56% |
| Beta vs S&P 500 | 1.13 | 1.03 | — |
| Correlation with S&P 500 | 0.76 | 0.81 | — |
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.
BOUT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 86 | −22.6% | +8.6% | +80.4% | 74% |
| 3-year (a year) | 62 | −0.4% | +11.0% | +30.6% | 97% |
| 5-year (a year) | 38 | +3.6% | +10.7% | +15.5% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
BOUT performance overview
Capital-Force ETF (BOUT) returned +12.3% over the past year and +3.9% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +7.3% a year, turning $10,000 into about $17,758. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −36.8%, from Sep 14, 2018 to Mar 20, 2020, and it took 5 months to get back to the old high. BOUT finished 5 of its 7 full calendar years with a gain; the best year was 2020 (+50.6%) and the worst 2022 (−22.6%). Volatility has been 21.6% a year.
Related: BOUT chart, BOUT holdings, BOUT dividends, BOUT valuation. See the BOUT overview for the latest quote and fund facts.
BOUT performance FAQ
What is the BOUT return over the past year?
BOUT returned +12.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.9%.
What is the average annual return of BOUT?
BOUT has returned +3.9% a year over 5 years, +7.3% a year since September 13, 2018 (total return, distributions reinvested).
How much would $10,000 invested in BOUT be worth?
$10,000 invested in BOUT at its first recorded close on September 13, 2018 would be worth about $17,758 on October 23, 2026 with distributions reinvested.
What was the worst year for BOUT?
The worst calendar year was 2022, with a total return of −22.6%. The best was 2020 at +50.6%.
What is the biggest drawdown of BOUT?
The largest peak-to-trough decline was −36.8% between September 14, 2018 and March 20, 2020. It recovered to the old high on August 5, 2020, 5 months after the bottom.
How volatile is BOUT?
Over the past 3 years BOUT had an annualized volatility of 18.5% and a Sharpe ratio of 0.51 (excess return over 1–3 month T-bills per unit of risk).