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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BP p.l.c. ADRhedged 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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Returns By Period
BP p.l.c. ADRhedged ETF (BPH) has returned 37.33% so far this year and 40.77% over the past 12 months.
BP p.l.c. ADRhedged ETF
- 1D
- -1.40%
- 1M
- 21.65%
- YTD
- 37.33%
- 6M
- 39.70%
- 1Y
- 40.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 7, 2025, BPH's average daily return is +0.14%, while the average monthly return is +2.96%. At this rate, your investment would double in approximately 2.0 years.
Historically, 67% of months were positive and 33% were negative. The best month was Mar 2026 with a return of +21.7%, while the worst month was Apr 2025 at -20.7%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.
On a daily basis, BPH closed higher 55% of trading days. The best single day was Feb 10, 2025 with a return of +6.5%, while the worst single day was Apr 3, 2025 at -8.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.42% | 5.09% | 21.65% | 37.33% | |||||||||
| 2025 | -2.09% | 6.63% | -0.65% | -20.74% | 6.31% | 0.86% | 11.11% | 8.44% | -1.59% | 3.95% | 3.56% | -5.49% | 6.33% |
Benchmark Metrics
BP p.l.c. ADRhedged ETF has an annualized alpha of 35.28%, beta of 0.51, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since January 08, 2025.
- This ETF captured 163.78% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -11.76%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.51 may look defensive, but with R² of 0.10 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.10 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 35.28%
- Beta
- 0.51
- R²
- 0.10
- Upside Capture
- 163.78%
- Downside Capture
- -11.76%
Expense Ratio
BPH has an expense ratio of 0.19%, which is considered low.
Return for Risk
Risk / Return Rank
BPH ranks 65 for risk / return — better than 65% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BP p.l.c. ADRhedged ETF (BPH) and compare them to a chosen benchmark (S&P 500 Index).
| BPH | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.90 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.39 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.40 | +0.42 |
Martin ratioReturn relative to average drawdown | 4.64 | 6.61 | -1.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BPH risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
BP p.l.c. ADRhedged ETF provided a 1.85% dividend yield over the last twelve months, with an annual payout of $1.36 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $1.36 | $0.94 |
Dividend yield | 1.85% | 1.74% |
Monthly Dividends
The table displays the monthly dividend distributions for BP p.l.c. ADRhedged 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.42 | $0.42 | |||||||||
| 2025 | $0.94 | $0.94 |
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 BP p.l.c. ADRhedged 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 BP p.l.c. ADRhedged ETF was 26.32%, occurring on Apr 10, 2025. Recovery took 143 trading sessions.
The current BP p.l.c. ADRhedged ETF drawdown is 1.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.32% | Feb 19, 2025 | 37 | Apr 10, 2025 | 143 | Nov 4, 2025 | 180 |
| -10.74% | Nov 12, 2025 | 26 | Dec 18, 2025 | 30 | Feb 3, 2026 | 56 |
| -5.82% | Feb 5, 2026 | 4 | Feb 10, 2026 | 7 | Feb 19, 2026 | 11 |
| -4.99% | Mar 20, 2026 | 2 | Mar 23, 2026 | 3 | Mar 26, 2026 | 5 |
| -4.81% | Jan 21, 2025 | 10 | Feb 3, 2025 | 5 | Feb 10, 2025 | 15 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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