- ISIN
- US00162Q7262
- CUSIP
- 00162Q726
- Issuer
- SS&C
- Inception Date
- Jun 4, 2013
- Region
- North America (U.S.)
- Category
- Mid Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Barron's 400 Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $215M
Share Price Chart
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Performance
BFOR Performance Chart
ALPS Barron's 400 ETF (BFOR) is up 10.4% since the beginning of the year. BFOR is currently trading at $91 per share. Investors who bought $1,000 worth of BFOR shares 5 years ago would now be looking at an investment worth $1,628.
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Returns By Period
ALPS Barron's 400 ETF (BFOR) has returned 10.43% so far this year and 23.81% over the past 12 months. Over the last ten years, BFOR has returned 12.42% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
ALPS Barron's 400 ETF
- 1D
- 0.42%
- 1M
- 2.06%
- YTD
- 10.43%
- 6M
- 12.30%
- 1Y
- 23.81%
- 3Y*
- 19.54%
- 5Y*
- 10.24%
- 10Y*
- 12.42%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
BFOR Monthly Returns History
Based on dividend-adjusted daily data since Jun 4, 2013, BFOR's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +15.1%, while the worst month was Mar 2020 at -17.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BFOR closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.9%, while the worst single day was Mar 16, 2020 at -10.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.41% | 2.95% | -5.32% | 7.17% | 1.59% | 0.63% | 10.43% | ||||||
| 2025 | 3.92% | -3.83% | -4.51% | -0.69% | 7.27% | 4.10% | 1.32% | 3.13% | 0.89% | -1.51% | 2.32% | 1.25% | 13.85% |
| 2024 | -0.51% | 5.43% | 4.09% | -5.35% | 4.04% | -0.87% | 6.70% | -0.06% | 1.48% | -0.14% | 10.60% | -7.50% | 17.81% |
| 2023 | 8.45% | -1.25% | -4.57% | -2.03% | -2.21% | 9.72% | 5.64% | -2.82% | -4.21% | -4.35% | 7.73% | 8.58% | 18.19% |
| 2022 | -8.26% | 0.03% | 0.35% | -7.24% | 2.87% | -11.27% | 11.68% | -3.59% | -9.16% | 11.30% | 5.94% | -6.50% | -15.92% |
| 2021 | 1.49% | 5.56% | 5.76% | 3.48% | 1.47% | 0.33% | 0.97% | 1.83% | -3.47% | 6.37% | -0.40% | 4.12% | 30.71% |
Benchmark Metrics
ALPS Barron's 400 ETF has an annualized alpha of -1.02%, beta of 1.03, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since June 05, 2013.
- This ETF participated in 106.64% of S&P 500 Index downside but only 100.79% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.03 and R2 of 0.83, 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
- -1.02%
- Beta
- 1.03
- R²
- 0.83
- Upside Capture
- 100.79%
- Downside Capture
- 106.64%
Expense Ratio
BFOR has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BFOR ranks 49 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and compare them to S&P 500 Index.
| BFOR | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 2.39 | -0.77 |
Sortino ratioReturn per unit of downside risk | 2.39 | 3.25 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.43 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.66 | 3.11 | -0.45 |
Martin ratioReturn relative to average drawdown | 9.74 | 14.38 | -4.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
ALPS Barron's 400 ETF provided a 0.54% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.49 | $0.50 | $0.78 | $0.89 | $0.59 | $0.49 | $0.30 | $0.33 | $0.25 | $0.27 | $0.26 |
Dividend yield | 0.54% | 0.60% | 0.69% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 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 | $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 | $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 | $0.59 |
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 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 41.27%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -41.27%Mar 2020 | 1y 6mo | 7mo 21d | 2y 2moAug 2018 - Nov 2020 |
Bear market2022 | -25.93%Sep 2022 | 10mo 13d | 1y 4mo | 2y 2moNov 2021 - Feb 2024 |
2016 bear market2016 | -23.41%Feb 2016 | 7mo 22d | 9mo 10d | 1y 4moJun 2015 - Nov 2016 |
2025 selloff2025 | -21.91%Apr 2025 | 4mo 13d | 3mo 16d | 7mo 29dNov 2024 - Jul 2025 |
2014 correction2014 | -11.14%Oct 2014 | 3mo 8d | 1mo 12d | 4mo 20dJul 2014 - Nov 2014 |
Drawdown Indicators
| BFOR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.27% | -56.78% | +15.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.98% | -9.10% | +0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -21.91% | -18.90% | -3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -25.93% | -25.43% | -0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -41.27% | -33.92% | -7.35% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -10.72% | +4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 1.97% | +0.48% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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