ALPS Barron's 400 ETF (BFOR)
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.
ETF Info
| ISIN | US00162Q7262 |
|---|---|
| CUSIP | 00162Q726 |
| Issuer | SS&C |
| Inception Date | Jun 4, 2013 |
| Region | North America (U.S.) |
| Category | All Cap Equities |
| Index Tracked | Barron's 400 |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The ALPS Barron's 400 ETF has a high expense ratio of 0.70%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: BFOR vs. SPY, BFOR vs. MOAT, BFOR vs. SYLD, BFOR vs. VOO, BFOR vs. FXAIX, BFOR vs. FFTY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ALPS Barron's 400 ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
ALPS Barron's 400 ETF had a return of 3.20% year-to-date (YTD) and 19.86% in the last 12 months. Over the past 10 years, ALPS Barron's 400 ETF had an annualized return of 8.94%, while the S&P 500 had an annualized return of 10.50%, indicating that ALPS Barron's 400 ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.20% | 5.90% |
| 1 month | -2.04% | -1.28% |
| 6 months | 14.20% | 15.51% |
| 1 year | 19.86% | 21.68% |
| 5 years (annualized) | 10.31% | 11.74% |
| 10 years (annualized) | 8.94% | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.51% | 5.43% | 4.09% | |||||||||
| 2023 | -4.21% | -4.35% | 7.73% | 8.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
ALPS Barron's 400 ETF(BFOR)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
ALPS Barron's 400 ETF granted a 1.22% dividend yield in the last twelve months. The annual payout for that period amounted to $0.78 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.78 | $0.78 | $0.89 | $0.59 | $0.49 | $0.30 | $0.33 | $0.25 | $0.27 | $0.26 | $0.23 | $0.05 |
Dividend yield | 1.22% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% | 0.72% | 0.18% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 |
| 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
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the ALPS Barron's 400 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 ALPS Barron's 400 ETF was 41.26%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current ALPS Barron's 400 ETF drawdown is 5.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.26% | Aug 30, 2018 | 392 | Mar 23, 2020 | 161 | Nov 9, 2020 | 553 |
| -25.93% | Nov 17, 2021 | 215 | Sep 26, 2022 | 346 | Feb 12, 2024 | 561 |
| -23.41% | Jun 24, 2015 | 161 | Feb 11, 2016 | 195 | Nov 17, 2016 | 356 |
| -11.14% | Jul 7, 2014 | 70 | Oct 13, 2014 | 30 | Nov 24, 2014 | 100 |
| -9.53% | Jan 29, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
Volatility
Volatility Chart
The current ALPS Barron's 400 ETF volatility is 4.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.