FIS Bright Portfolios Focused Equity ETF (BRIF) Performance
BRIF total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +24.3% since Dec 31, 2025
- 1 year
- +24.2% total return
- Since first price
- +78.4% since 2024
BRIF trailing returns vs SPY, QQQ, AGG
| Period | BRIF total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.9% | +0.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +13.7% | +13.7% | +7.8% | +8.4% | −1.5% |
| YTD | +24.3% | +24.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +24.2% | +23.6% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 20, 2024 | +78.4% | +47.8% | — | — | — |
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: BRIF vs SPY
From Dec 20, 2024: BRIF grew to $17,842, SPY to $13,108.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BRIF returns by calendar year
1 of 1 full years positive. Best 2025 (+44.1%), worst 2025 (+44.1%). 2026 is year to date.
BRIF annual returns table
| Year | BRIF | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +24.3% | −6.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +44.1% | −17.2% | +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.
BRIF largest drawdowns
Now 2.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 13, 2025 | −17.2% | Apr 8, 2025 | Jun 12, 2025 | 54 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BRIF risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +39.3% |
| Volatility (annualized) | 21.7% |
| Sharpe ratio | 1.46 |
| Sortino ratio | 6.02 |
| Best month | +25.4% |
| Worst month | −4.7% |
| Best 12 months | +67.2% |
| Worst 12 months | +25.8% |
| Positive months | 71% |
| 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.
BRIF rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 11 | +22.6% | +46.2% | +67.2% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
BRIF performance overview
FIS Bright Portfolios Focused Equity ETF (BRIF) returned +24.2% over the past year, with distributions reinvested. Since its first recorded price on Dec 20, 2024 it has returned +78.4%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −17.2%, from Feb 13, 2025 to Apr 8, 2025, and it took 2 months to get back to the old high. Volatility has been 21.7% a year.
Related: BRIF chart, BRIF holdings, BRIF dividends, BRIF valuation. See the BRIF overview for the latest quote and fund facts.
BRIF performance FAQ
What is the BRIF return over the past year?
BRIF returned +24.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 23.6%.
How much would $10,000 invested in BRIF be worth?
$10,000 invested in BRIF at its first recorded close on December 20, 2024 would be worth about $17,842 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BRIF?
The largest peak-to-trough decline was −17.2% between February 13, 2025 and April 8, 2025. It recovered to the old high on June 12, 2025, 2 months after the bottom.
How volatile is BRIF?
Over the past history BRIF had an annualized volatility of 21.7% and a Sharpe ratio of 1.46 (excess return over 1–3 month T-bills per unit of risk).