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Inception Date
May 21, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
CORE16 Best of Breed Premier Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$812K

Share Price Chart


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Performance

BOBP Performance Chart

CORE16 Best of Breed Premier Index ETF (BOBP) is up 27.0% since the beginning of the year. BOBP is currently trading at $33 per share.


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S&P 500 Index

Returns By Period

CORE16 Best of Breed Premier Index ETF (BOBP) has returned 27.00% so far this year and 37.69% over the past 12 months.


CORE16 Best of Breed Premier Index ETF

1D
2.58%
1M
7.03%
YTD
27.00%
6M
25.47%
1Y
37.69%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BOBP Monthly Returns History

Based on dividend-adjusted daily data since May 21, 2025, BOBP's average daily return is +0.12%, while the average monthly return is +2.38%. At this rate, an investment would double in approximately 2.5 years.

Historically, 79% of months were positive and 21% were negative. The best month was Apr 2026 with a return of +16.6%, while the worst month was Mar 2026 at -7.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 1 months.

On a daily basis, BOBP closed higher 57% of trading days. The best single day was Jun 11, 2026 with a return of +5.2%, while the worst single day was Jun 5, 2026 at -5.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.14%2.54%-7.52%16.64%5.88%4.14%27.00%
2025-0.38%1.42%1.38%0.21%4.88%1.66%-2.11%0.47%7.63%

Benchmark Metrics

CORE16 Best of Breed Premier Index ETF has an annualized alpha of 3.28%, beta of 1.29, and R2 of 0.67 versus S&P 500 Index. Calculated based on daily prices since May 21, 2025.

  • This ETF captured 105.65% of S&P 500 Index gains but only 14.67% of its losses - a favorable profile for investors.
  • This ETF generated an annualized alpha of 3.28% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
3.28%
Beta
1.29
0.67
Upside Capture
105.65%
Downside Capture
14.67%

Expense Ratio

BOBP has an expense ratio of 0.70%, placing it in the medium range.


Return for Risk

Risk / Return Rank

BOBP ranks 60 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.


BOBP Risk / Return Rank: 6060
Overall Rank
BOBP Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BOBP Sortino Ratio Rank: 5555
Sortino Ratio Rank
BOBP Omega Ratio Rank: 5858
Omega Ratio Rank
BOBP Calmar Ratio Rank: 6161
Calmar Ratio Rank
BOBP Martin Ratio Rank: 7070
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 CORE16 Best of Breed Premier Index ETF (BOBP) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BOBPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

-0.11

Omega ratioGain probability vs. loss probability

1.35

1.35

-0.01

Calmar ratioReturn relative to maximum drawdown

2.90

2.66

+0.25

Martin ratioReturn relative to average drawdown

12.47

11.86

+0.61

Dividends

Dividend History

CORE16 Best of Breed Premier Index ETF provided a 2.61% dividend yield over the last twelve months, with an annual payout of $0.86 per share.


3.31%$0.00$0.20$0.40$0.60$0.802025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.86$0.86

Dividend yield

2.61%3.31%

Monthly Dividends

The table displays the monthly dividend distributions for CORE16 Best of Breed Premier Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.86$0.86

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 CORE16 Best of Breed Premier Index 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 CORE16 Best of Breed Premier Index ETF was 13.06%, occurring on Mar 30, 2026. Recovery took 9 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-13.06%Mar 2026
1mo 2d14d
1mo 16dFeb 2026 - Apr 2026
2026 pullback2026
-7.01%Jun 2026
6d5d
11dJun 2026 - Jun 2026
2025 pullback2025
-6.95%Nov 2025
17d20d
1mo 7dNov 2025 - Dec 2025
2026 pullback2026
-5.53%May 2026
7d7d
14dMay 2026 - May 2026
2026 pullback2026
-4.92%Feb 2026
6d6d
12dJan 2026 - Feb 2026

Drawdown Indicators


BOBPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.06%

-56.78%

+43.72%

Max Drawdown (1Y)

Largest decline over 1 year

-13.06%

-9.10%

-3.96%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-2.49%

+2.49%

Average Drawdown

Average peak-to-trough decline

-1.68%

-10.72%

+9.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.03%

2.03%

+1.00%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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