PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Future Innovators ETF (BFTR)

ETF · Currency in USD · Last updated Dec 7, 2023

BFTR is an actively managed ETF by Blackrock Financial Management. BFTR launched on Sep 29, 2020 and has a 0.80% expense ratio.

Summary

ETF Info

ISINUS09290C2026
CUSIP09290C202
IssuerBlackrock Financial Management
Inception DateSep 29, 2020
RegionNorth America (Broad)
CategorySmall Cap Growth Equities, Actively Managed
Index TrackedNo Index (Active)
Asset ClassEquity

Asset Class Size

Small-Cap

Asset Class Style

Growth

Expense Ratio

The Future Innovators ETF has a high expense ratio of 0.80%, indicating higher-than-average management fees.


0.80%
0.00%2.15%

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in Future Innovators ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovember
-13.62%
6.09%
BFTR (Future Innovators ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BFTR

Future Innovators ETF

Popular comparisons: BFTR vs. DGRE, BFTR vs. SWPPX, BFTR vs. XSVM

Return

Future Innovators ETF had a return of -1.80% year-to-date (YTD) and -3.96% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-1.80%18.49%
1 month0.00%4.20%
6 months-13.62%6.60%
1 year-3.96%15.43%
5 years (annualized)N/A11.59%
10 years (annualized)N/A9.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20230.28%7.95%4.51%-4.18%-8.08%-9.22%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Future Innovators ETF (BFTR) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BFTR
Future Innovators ETF
-0.23
^GSPC
S&P 500
1.00

Sharpe Ratio

The current Future Innovators ETF Sharpe ratio is -0.23. 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.


Rolling 12-month Sharpe Ratio0.000.501.00JulyAugustSeptemberOctoberNovember
-0.23
1.00
BFTR (Future Innovators ETF)
Benchmark (^GSPC)

Dividend History


Future Innovators ETF doesn't pay dividends

Drawdowns Chart

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


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovember
-57.96%
-5.61%
BFTR (Future Innovators ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Future Innovators 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 Future Innovators ETF was 60.70%, occurring on Oct 14, 2022. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.7%Feb 16, 2021421Oct 14, 2022
-9.4%Oct 21, 20208Oct 30, 20204Nov 5, 202012
-6.72%Jan 25, 20213Jan 27, 20216Feb 4, 20219
-5.35%Dec 24, 20206Jan 4, 20214Jan 8, 202110
-4.33%Nov 9, 20202Nov 10, 20208Nov 20, 202010

Volatility Chart

The current Future Innovators ETF volatility is 5.45%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovember
5.45%
4.84%
BFTR (Future Innovators ETF)
Benchmark (^GSPC)