Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BAMU (Brookstone Ultra-Short Bond ETF) 1.08% 2.97% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 09/27/2023
More Performance Analytics Comparison
Name Start Date End Date
BAMU (Brookstone Ultra-Short Bond ETF) 09/27/2023 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 0.04 2.97 NA NA NA NA NA 1.08 3.23 4.15 1.18
Sharpe Ratio NA 0.50 NA NA NA NA NA 0.21 0.40 0.56 0.69
Standard Deviation(%) NA 0.65 NA NA NA NA NA 0.64 0.87 0.94 1.23
Draw Down(%) NA 0.12 NA NA NA NA NA 0.12 0.32 0.23 0.36
Yield(%) 0.00 3.05 2.98 1.79 0.89 0.60 0.45 0.88 3.19 3.97 0.84
Data as of 06/09/2026, Common starting date is 09/27/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAMU (Brookstone Ultra-Short Bond ETF) 0.00%
NA
0.00%
NA
0.00%
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0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAMU (Brookstone Ultra-Short Bond ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return