BP p.l.c. ADRhedged (BPH) Performance
BPH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +51.1% since Dec 31, 2025
- 1 year
- +50.3% total return
- Since first price
- +60.6% since 2025
BPH trailing returns vs SPY, QQQ, AGG
| Period | BPH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +13.4% | +13.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +16.8% | +16.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +13.0% | +12.5% | +7.8% | +8.4% | −1.5% |
| YTD | +51.1% | +49.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +50.3% | +46.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 7, 2025 | +60.6% | +56.2% | — | — | — |
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: BPH vs SPY
From Jan 7, 2025: BPH grew to $16,064, SPY to $13,164.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BPH returns by calendar year
2026 is year to date.
BPH annual returns table
| Year | BPH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +51.1% | −22.0% | +12.3% | +15.1% | −1.0% |
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.
BPH largest drawdowns
At an all-time high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2025 | −26.3% | Apr 10, 2025 | Nov 4, 2025 | 51 days | 9 months |
| Mar 30, 2026 | −22.0% | Jul 1, 2026 | Oct 12, 2026 | 3 months | 6 months |
| Nov 11, 2025 | −10.7% | Dec 18, 2025 | Feb 3, 2026 | 37 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BPH risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +23.5% |
| Volatility (annualized) | 33.9% |
| Sharpe ratio | 0.68 |
| Sortino ratio | 1.11 |
| Best month | +21.7% |
| Worst month | −20.7% |
| Best 12 months | +74.9% |
| Worst 12 months | +15.0% |
| Positive months | 60% |
| 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.
BPH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 10 | +15.0% | +37.5% | +74.9% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
BPH performance overview
BP p.l.c. ADRhedged (BPH) returned +50.3% over the past year, with distributions reinvested. Since its first recorded price on Jan 7, 2025 it has returned +60.6%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −26.3%, from Feb 18, 2025 to Apr 10, 2025, and it took 7 months to get back to the old high. Volatility has been 33.9% a year.
Related: BPH chart, BPH dividends. See the BPH overview for the latest quote and fund facts.
BPH performance FAQ
What is the BPH return over the past year?
BPH returned +50.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 46.1%.
How much would $10,000 invested in BPH be worth?
$10,000 invested in BPH at its first recorded close on January 7, 2025 would be worth about $16,064 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BPH?
The largest peak-to-trough decline was −26.3% between February 18, 2025 and April 10, 2025. It recovered to the old high on November 4, 2025, 7 months after the bottom.
How volatile is BPH?
Over the past history BPH had an annualized volatility of 33.9% and a Sharpe ratio of 0.68 (excess return over 1–3 month T-bills per unit of risk).