Alpha Architect Aggregate Bond ETF (BOXA) Performance
BOXA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.5% since Dec 31, 2025
- 1 year
- −1.8% total return
- Since first price
- +3.9% since 2024
BOXA trailing returns vs SPY, QQQ, AGG
| Period | BOXA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.1% | +1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.5% | −0.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.8% | −1.8% | +7.8% | +8.4% | −1.5% |
| YTD | −1.5% | −1.5% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.8% | −1.9% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 18, 2024 | +3.9% | +3.7% | — | — | — |
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: BOXA vs SPY
From Dec 18, 2024: BOXA grew to $10,386, SPY to $13,262.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BOXA returns by calendar year
1 of 1 full years positive. Best 2025 (+5.4%), worst 2025 (+5.4%). 2026 is year to date.
BOXA annual returns table
| Year | BOXA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.5% | −5.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.4% | −2.3% | +17.7% | +20.8% | +7.2% |
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.
BOXA risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +1.1% |
| Volatility (annualized) | 3.9% |
| Sharpe ratio | -0.70 |
| Sortino ratio | -0.81 |
| Best month | +2.0% |
| Worst month | −2.8% |
| Best 12 months | +5.5% |
| Worst 12 months | −2.6% |
| Positive months | 62% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
BOXA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 11 | −2.6% | +2.7% | +5.5% | 82% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
BOXA performance overview
Alpha Architect Aggregate Bond ETF (BOXA) returned −1.8% over the past year, with distributions reinvested. Since its first recorded price on Dec 18, 2024 it has returned +3.9%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: BOXA chart, BOXA dividends. See the BOXA overview for the latest quote and fund facts.
BOXA performance FAQ
What is the BOXA return over the past year?
BOXA returned −1.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 1.9%.
How much would $10,000 invested in BOXA be worth?
$10,000 invested in BOXA at its first recorded close on December 18, 2024 would be worth about $10,386 on October 23, 2026 with distributions reinvested.
How volatile is BOXA?
Over the past history BOXA had an annualized volatility of 3.9% and a Sharpe ratio of -0.70 (excess return over 1–3 month T-bills per unit of risk).