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Issuer
Bancreek
Inception Date
Dec 20, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$96M

Highlights

Avg. Volume (1M)
7K
Avg. Volume Value (1M)
$262.23K

Share Price Chart


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Performance

BCUS Performance Chart

Bancreek U.S. Large Cap ETF (BCUS) is up 10.5% since the beginning of the year. BCUS is currently trading at $36 per share.


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Benchmark

Compare this symbol against anything

Returns By Period

Bancreek U.S. Large Cap ETF (BCUS) has returned 10.48% so far this year and 13.53% over the past 12 months.


Bancreek U.S. Large Cap ETF

1D
0.51%
1M
-1.40%
6M
7.96%
YTD
10.48%
1Y
13.53%
3Y*
5Y*
10Y*
ALL TIME*
14.92%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BCUS Monthly Returns History

Based on dividend-adjusted daily data since Dec 21, 2023, BCUS's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.

Historically, 72% of months were positive and 28% were negative. The best month was Apr 2026 with a return of +9.6%, while the worst month was Dec 2024 at -6.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, BCUS closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +7.2%, while the worst single day was Apr 4, 2025 at -5.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.34%2.40%-5.57%9.61%2.17%3.57%-3.74%10.48%
20251.51%-1.28%-3.68%1.46%4.87%1.00%1.22%0.74%2.28%-1.76%0.95%-0.68%6.56%
20242.06%7.83%3.88%-4.81%2.57%1.51%5.14%1.41%1.13%-0.49%6.50%-6.38%21.22%
20230.72%0.72%

Benchmark Metrics

Bancreek U.S. Large Cap ETF has an annualized alpha of -2.18%, beta of 0.92, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since December 21, 2023.

  • This ETF participated in 87.25% of S&P 500 Index downside but only 77.20% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -2.18% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 0.92 and R2 of 0.72, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-2.18%
Beta
0.92
0.72
Upside Capture
77.20%
Downside Capture
87.25%

Expense Ratio

BCUS has an expense ratio of 0.70%, placing it in the medium range.


Return for Risk

Risk / Return Rank

BCUS ranks 34 for risk / return — above 34% of ETFs peers on PortfoliosLab. Its historical combined result is below the peer median.


BCUS Risk / Return Rank: 3434
Overall Rank
BCUS Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
BCUS Sortino Ratio Rank: 3232
Sortino Ratio Rank
BCUS Omega Ratio Rank: 3030
Omega Ratio Rank
BCUS Calmar Ratio Rank: 3636
Calmar Ratio Rank
BCUS Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Bancreek U.S. Large Cap ETF (BCUS) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BCUSBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.68

Sortino ratioReturn per unit of downside risk

-0.77

Omega ratioGain probability vs. loss probability

1.15

1.25

-0.11

Calmar ratioReturn relative to maximum drawdown

1.24

2.00

-0.76

Martin ratioReturn relative to average drawdown

4.47

8.49

-4.02

Dividends

Dividend History

Bancreek U.S. Large Cap ETF provided a 0.28% dividend yield over the last twelve months, with an annual payout of $0.10 per share.


0.25%0.30%0.35%0.40%0.45%0.50%$0.00$0.05$0.10$0.1520242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.10$0.16$0.07

Dividend yield

0.28%0.49%0.23%

Monthly Dividends

The table displays the monthly dividend distributions for Bancreek U.S. Large Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.04$0.00$0.00$0.02$0.00$0.00$0.06$0.00$0.00$0.03$0.16
2024$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.01$0.07

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Bancreek U.S. Large Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bancreek U.S. Large Cap ETF was 18.14%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.

The current Bancreek U.S. Large Cap ETF drawdown is 4.54%.


Drawdown

Fall

Recovery

Underwater

Related event

-18.14%Apr 2025
4mo 4d3mo 18d
7mo 22dDec 2024 - Jul 2025
2025 selloff2025
-9.81%Mar 2026
1mo 1d14d
1mo 15dFeb 2026 - Apr 2026
-8.22%Jul 2026
1mo 6d
1mo 10dJun 2026 - now
-5.91%Aug 2024
21d16d
1mo 7dJul 2024 - Aug 2024
-5.91%Sep 2024
3d13d
16dSep 2024 - Sep 2024

Drawdown Indicators


BCUSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.14%

-56.78%

+38.64%

Max Drawdown (1Y)

Largest decline over 1 year

-9.81%

-9.10%

-0.71%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-4.54%

-1.58%

-2.96%

Average Drawdown

Average peak-to-trough decline

-2.89%

-10.70%

+7.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

2.14%

+0.58%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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Add Bancreek U.S. Large Cap ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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