BAMA vs. RULE

Last updated Apr 2, 2026

Compare and contrast key facts about Brookstone Active ETF (BAMA) and Adaptive Core ETF (RULE).

BAMA and RULE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMA is an actively managed fund by Brookstone. It was launched on Sep 27, 2023. RULE is an actively managed fund by Mohr Funds. It was launched on Nov 2, 2021.

Performance

BAMA vs. RULE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Active ETF (BAMA) and Adaptive Core ETF (RULE). The values are adjusted to include any dividend payments, if applicable.

BAMA vs. RULE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMA Brookstone Active ETF	-1.85%	12.61%	14.99%	8.02%
RULE Adaptive Core ETF	5.57%	4.60%	7.59%	10.09%

Returns By Period

In the year-to-date period, BAMA achieves a -1.85% return, which is significantly lower than RULE's 5.57% return.

BAMA

• 1D: 0.70%
• 1M: -3.51%
• YTD: -1.85%
• 6M: -0.19%
• 1Y: 12.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

RULE

• 1D: 2.49%
• 1M: -6.00%
• YTD: 5.57%
• 6M: 5.32%
• 1Y: 16.97%
• 3Y*: 8.29%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BAMA vs. RULE - Expense Ratio Comparison

BAMA has a 1.15% expense ratio, which is higher than RULE's 1.10% expense ratio.

BAMA

Brookstone Active ETF

RULE

Adaptive Core ETF

Return for Risk

BAMA vs. RULE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAMA

BAMA Risk / Return Rank: 58
BAMA Sharpe Ratio Rank: 56
BAMA Sortino Ratio Rank: 58
BAMA Omega Ratio Rank: 59
BAMA Calmar Ratio Rank: 57
BAMA Martin Ratio Rank: 61

RULE

RULE Risk / Return Rank: 45
RULE Sharpe Ratio Rank: 44
RULE Sortino Ratio Rank: 44
RULE Omega Ratio Rank: 41
RULE Calmar Ratio Rank: 47
RULE Martin Ratio Rank: 49

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.

BAMA vs. RULE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Active ETF (BAMA) and Adaptive Core ETF (RULE). 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.

	BAMA	RULE	Difference
Sharpe ratio Return per unit of total volatility	1.07	0.88	+0.19
Sortino ratio Return per unit of downside risk	1.60	1.29	+0.31
Omega ratio Gain probability vs. loss probability	1.23	1.17	+0.06
Calmar ratio Return relative to maximum drawdown	1.69	1.37	+0.31
Martin ratio Return relative to average drawdown	7.00	5.36	+1.64
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAMA vs. RULE - Sharpe Ratio Comparison

The current BAMA Sharpe Ratio is 1.07, which is comparable to the RULE Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of BAMA and RULE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BAMA	RULE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.07	0.88	+0.19
Sharpe Ratio (All Time) Calculated using the full available price history	1.34	-0.03	+1.36

Correlation

The correlation between BAMA and RULE is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

BAMA vs. RULE - Dividend Comparison

BAMA's dividend yield for the trailing twelve months is around 1.57%, while RULE has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022
BAMA Brookstone Active ETF	1.57%	1.54%	1.49%	0.45%	0.00%
RULE Adaptive Core ETF	0.00%	0.00%	0.00%	2.01%	0.01%

Drawdowns

BAMA vs. RULE - Drawdown Comparison

The maximum BAMA drawdown since its inception was -12.27%, smaller than the maximum RULE drawdown of -30.48%. Use the drawdown chart below to compare losses from any high point for BAMA and RULE.

Drawdown Indicators

	BAMA	RULE	Difference
Max Drawdown Largest peak-to-trough decline	-12.27%	-30.48%	+18.21%
Max Drawdown (1Y) Largest decline over 1 year	-7.89%	-12.65%	+4.76%
Current Drawdown Current decline from peak	-4.63%	-7.15%	+2.52%
Average Drawdown Average peak-to-trough decline	-1.29%	-15.50%	+14.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.90%	3.24%	-1.34%

Volatility

BAMA vs. RULE - Volatility Comparison

The current volatility for Brookstone Active ETF (BAMA) is 4.59%, while Adaptive Core ETF (RULE) has a volatility of 8.24%. This indicates that BAMA experiences smaller price fluctuations and is considered to be less risky than RULE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAMA	RULE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.59%	8.24%	-3.65%
Volatility (6M) Calculated over the trailing 6-month period	7.14%	15.26%	-8.12%
Volatility (1Y) Calculated over the trailing 1-year period	12.18%	19.40%	-7.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.15%	13.94%	-3.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.15%	13.94%	-3.79%