Sortino ratio is not yet available for BLUC. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Bluemonte Large Cap Core ETF's Sortino Ratio with other ETFs in the Large Cap Blend Equities, Actively Managed category across multiple time periods, showing how BLUC's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| RSSY | Return Stacked US Stocks & Futures Yield ETF | 4.87 | |||
| IUS | Invesco RAFI Strategic US ETF | 4.65 | |||
| PSCX | Pacer Swan SOS Conservative (December) ETF | 4.25 | |||
| DMAY | FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 4.06 | |||
| PSMD | Pacer Swan SOS Moderate (December) ETF | 4.03 | |||
| RAFE | PIMCO RAFI ESG U.S. ETF | 4.02 | |||
| ESN | Essential 40 Stock ETF | 4.01 | |||
| UJUN | Innovator U.S. Equity Ultra Buffer ETF - June | 3.94 | |||
| DIVB | iShares U.S. Dividend and Buyback ETF | 3.90 | |||
| PSFD | Pacer Swan SOS Flex (December) ETF | 3.88 | |||
| BLUC | Bluemonte Large Cap Core ETF | — |
Historical Sortino Ratio
The chart shows BLUC's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when BLUC consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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