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Brompton Enhanced Multi-Asset Income ETF (BMAX.TO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
11221Y105
Distribution Policy
Distributing
Asset Class
Multi-Asset

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Different Benchmark Currency

BMAX.TO is traded in CAD, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to CAD using the latest available exchange rates.

Returns By Period

Brompton Enhanced Multi-Asset Income ETF (BMAX.TO) has returned -2.51% so far this year and 13.77% over the past 12 months.


Brompton Enhanced Multi-Asset Income ETF

1D
1.60%
1M
-6.63%
YTD
-2.51%
6M
0.67%
1Y
13.77%
3Y*
14.86%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.80%
1M
-3.22%
YTD
-3.34%
6M
-2.48%
1Y
12.46%
3Y*
17.80%
5Y*
12.48%
10Y*
12.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 20, 2022, BMAX.TO's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, your investment would double in approximately 4.8 years.

Historically, 69% of months were positive and 31% were negative. The best month was Nov 2023 with a return of +7.3%, while the worst month was Mar 2026 at -6.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BMAX.TO closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +7.3%, while the worst single day was Apr 4, 2025 at -6.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.23%2.13%-6.63%-2.51%
20254.77%0.72%-4.27%-0.26%4.11%3.47%0.38%1.53%3.20%1.59%1.24%0.41%17.88%
20242.42%4.03%3.45%-3.01%4.26%1.07%1.23%3.51%1.33%-0.41%5.25%-4.75%19.42%
20234.67%-1.46%-2.04%2.46%-2.01%3.32%1.53%-1.68%-2.46%-2.27%7.27%4.28%11.56%
20225.10%5.04%-3.89%6.10%

Benchmark Metrics

Brompton Enhanced Multi-Asset Income ETF has an annualized alpha of 2.17%, beta of 0.68, and R² of 0.55 versus S&P 500 Index. Calculated based on daily prices since October 21, 2022.

  • This ETF participated in 83.84% of S&P 500 Index downside but only 77.25% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF generated an annualized alpha of 2.17% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • Beta of 0.68 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
2.17%
Beta
0.68
0.55
Upside Capture
77.25%
Downside Capture
83.84%

Expense Ratio

BMAX.TO has a high expense ratio of 2.62%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

BMAX.TO 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.


BMAX.TO Risk / Return Rank: 4949
Overall Rank
BMAX.TO Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
BMAX.TO Sortino Ratio Rank: 4545
Sortino Ratio Rank
BMAX.TO Omega Ratio Rank: 5353
Omega Ratio Rank
BMAX.TO Calmar Ratio Rank: 4646
Calmar Ratio Rank
BMAX.TO Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Brompton Enhanced Multi-Asset Income ETF (BMAX.TO) and compare them to a chosen benchmark (S&P 500 Index).


BMAX.TOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.89

0.69

+0.20

Sortino ratio

Return per unit of downside risk

1.29

1.06

+0.24

Omega ratio

Gain probability vs. loss probability

1.21

1.17

+0.04

Calmar ratio

Return relative to maximum drawdown

1.24

1.14

+0.09

Martin ratio

Return relative to average drawdown

5.41

4.22

+1.19

Explore BMAX.TO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Brompton Enhanced Multi-Asset Income ETF provided a 9.43% dividend yield over the last twelve months, with an annual payout of CA$1.32 per share. The fund has been increasing its distributions for 3 consecutive years.


2.00%4.00%6.00%8.00%10.00%CA$0.00CA$0.50CA$1.00CA$1.502022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
DividendCA$1.32CA$1.41CA$1.31CA$1.20CA$0.30

Dividend yield

9.43%9.70%9.64%9.55%2.41%

Monthly Dividends

The table displays the monthly dividend distributions for Brompton Enhanced Multi-Asset Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.13CA$0.13CA$0.00CA$0.25
2025CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.41
2024CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.31
2023CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$1.20
2022CA$0.10CA$0.10CA$0.10CA$0.30

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 Brompton Enhanced Multi-Asset Income 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 Brompton Enhanced Multi-Asset Income ETF was 15.42%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.

The current Brompton Enhanced Multi-Asset Income ETF drawdown is 7.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.42%Feb 20, 202534Apr 8, 202553Jun 24, 202587
-9.35%Feb 26, 202623Mar 30, 2026
-8.32%Jul 31, 202362Oct 27, 202316Nov 20, 202378
-8.15%Jan 23, 202337Mar 15, 202388Jul 20, 2023125
-6.69%Dec 5, 202216Dec 28, 202216Jan 20, 202332

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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