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.
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.
Compare to other instruments
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.
Period | Return | Benchmark |
---|---|---|
1 month | -9.88% | -3.20% |
Year-To-Date | -1.80% | 2.84% |
6 months | 2.91% | 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
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 8.44% | -1.25% | ||||||||||
2022 | -9.16% | 11.30% | 5.94% | -6.49% |
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.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2018 | 392 | Mar 23, 2020 | 161 | Nov 9, 2020 | 553 |
-25.93% | Nov 17, 2021 | 215 | Sep 26, 2022 | — | — | — |
-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 |
-6.76% | Jan 23, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
-5.7% | Apr 3, 2014 | 7 | Apr 11, 2014 | 38 | Jun 6, 2014 | 45 |
-5.42% | Nov 25, 2014 | 15 | Dec 16, 2014 | 8 | Dec 29, 2014 | 23 |
-5.27% | Dec 30, 2014 | 12 | Jan 15, 2015 | 17 | Feb 10, 2015 | 29 |
-4.88% | Jun 19, 2013 | 4 | Jun 24, 2013 | 9 | Jul 8, 2013 | 13 |
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.