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ALPS Barron's 400 ETF (BFOR)

ETF · Currency in USD · Last updated Mar 24, 2023

BFOR is a passive ETF by SS&C tracking the investment results of the Barron's 400. BFOR launched on Jun 4, 2013 and has a 0.70% expense ratio.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in ALPS Barron's 400 ETF in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,861 for a total return of roughly 128.61%. All prices are adjusted for splits and dividends.


120.00%130.00%140.00%150.00%160.00%NovemberDecember2023FebruaryMarch
128.61%
142.05%
BFOR (ALPS Barron's 400 ETF)
Benchmark (^GSPC)

S&P 500

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ALPS Barron's 400 ETF

Return

ALPS Barron's 400 ETF had a return of -1.80% year-to-date (YTD) and -11.86% in the last 12 months. Over the past 10 years, ALPS Barron's 400 ETF had an annualized return of 8.81%, while the S&P 500 had an annualized return of 9.45%, indicating that ALPS Barron's 400 ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-9.88%-3.20%
Year-To-Date-1.80%2.84%
6 months2.91%4.19%
1 year-11.86%-12.48%
5 years (annualized)6.21%8.83%
10 years (annualized)8.81%9.45%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20238.44%-1.25%
2022-9.16%11.30%5.94%-6.49%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current ALPS Barron's 400 ETF Sharpe ratio is -0.46. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.20NovemberDecember2023FebruaryMarch
-0.46
-0.54
BFOR (ALPS Barron's 400 ETF)
Benchmark (^GSPC)

Dividend History

ALPS Barron's 400 ETF granted a 1.71% dividend yield in the last twelve months. The annual payout for that period amounted to $0.89 per share.


PeriodTTM2022202120202019201820172016201520142013
Dividend$0.89$0.89$0.59$0.49$0.30$0.33$0.25$0.27$0.26$0.23$0.05

Dividend yield

1.71%1.68%0.93%1.01%0.72%0.98%0.63%0.83%0.91%0.77%0.19%

Monthly Dividends

The table displays the monthly dividend distributions for ALPS Barron's 400 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.89
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.57
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23
2013$0.05

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-18.81%
-17.68%
BFOR (ALPS Barron's 400 ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the ALPS Barron's 400 ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the ALPS Barron's 400 ETF is 41.26%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.26%Aug 30, 2018392Mar 23, 2020161Nov 9, 2020553
-25.93%Nov 17, 2021215Sep 26, 2022
-23.41%Jun 24, 2015161Feb 11, 2016195Nov 17, 2016356
-11.14%Jul 7, 201470Oct 13, 201430Nov 24, 2014100
-9.53%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-6.76%Jan 23, 20148Feb 3, 201414Feb 24, 201422
-5.7%Apr 3, 20147Apr 11, 201438Jun 6, 201445
-5.42%Nov 25, 201415Dec 16, 20148Dec 29, 201423
-5.27%Dec 30, 201412Jan 15, 201517Feb 10, 201529
-4.88%Jun 19, 20134Jun 24, 20139Jul 8, 201313

Volatility Chart

Current ALPS Barron's 400 ETF volatility is 33.53%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2023FebruaryMarch
33.53%
19.59%
BFOR (ALPS Barron's 400 ETF)
Benchmark (^GSPC)