BAMA vs XFLX
Comparison between Brookstone Active ETF (BAMA, ETF) and FUNDX FLEXIBLE ETF (XFLX, ETF).
BAMA vs XFLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMA
$50M
XFLX
$50M
Expense Ratio
BAMA
0.99%
Winner
XFLX
0.97%
Max Drawdown
Winner
BAMA
12.27%
XFLX
13.65%
Sharpe Ratio
Winner
BAMA
1.00
XFLX
-0.12
5Y Beta
BAMA
0.66
Winner
XFLX
0.23
BAMA vs XFLX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAMA
+3.64%
XFLX
+0.92%
3M
Winner
BAMA
+1.44%
XFLX
+0.75%
6M
Winner
BAMA
+7.41%
XFLX
+0.42%
1Y
Winner
BAMA
+14.80%
XFLX
+3.21%
Max(CAGR)
Winner
BAMA
+15.84%
XFLX
+4.31%
BAMA vs XFLX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BAMA | XFLX |
|---|---|---|
| 2026 | +9.37% | +1.74% |
| 2025 | +12.76% | +2.37% |
| 2024 | +15.47% | +4.42% |
| 2023 | +8.02% | +3.89% |
BAMA vs XFLX Drawdown Comparison
The maximum drawdown for BAMA was -12.27%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for XFLX was -6.54%, occurring on Apr 8, 2025. Recovery took 236 trading sessions.
The current BAMA drawdown is -0.37%. The current XFLX drawdown is -0.02%.
| Rank | BAMA | XFLX |
|---|---|---|
| #1 | -12.27% Feb 19, 2025 - Jun 24, 2025 | -6.54% Oct 1, 2024 - Sep 11, 2025 |
| #2 | -7.35% Feb 25, 2026 - Apr 15, 2026 | -3.11% Feb 26, 2026 - Aug 4, 2026 |
| #3 | -4.96% Jul 16, 2024 - Aug 21, 2024 | -2.13% Mar 28, 2024 - May 15, 2024 |
| #4 | -4.55% Jun 2, 2026 - Aug 4, 2026 | -1.40% Jul 16, 2024 - Aug 13, 2024 |
| #5 | -3.82% Mar 28, 2024 - May 15, 2024 | -1.34% Oct 27, 2025 - Dec 24, 2025 |
| #6 | -3.77% Oct 11, 2023 - Nov 3, 2023 | -1.32% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -3.44% Oct 28, 2025 - Dec 23, 2025 | -1.26% Feb 1, 2024 - Mar 7, 2024 |
| #8 | -3.30% Dec 6, 2024 - Feb 13, 2025 | -0.96% May 15, 2024 - Jun 5, 2024 |
| #9 | -2.41% Aug 30, 2024 - Sep 13, 2024 | -0.86% Dec 28, 2023 - Jan 12, 2024 |
| #10 | -2.35% Jan 27, 2026 - Feb 25, 2026 | -0.80% Jan 12, 2024 - Feb 1, 2024 |
| #11 | -2.08% May 14, 2026 - May 26, 2026 | -0.64% Jan 14, 2026 - Jan 27, 2026 |
| #12 | -2.01% Oct 14, 2024 - Nov 6, 2024 | -0.60% Aug 23, 2024 - Sep 5, 2024 |
| #13 | -1.88% Oct 8, 2025 - Oct 20, 2025 | -0.55% Jun 18, 2024 - Jul 3, 2024 |
| #14 | -1.67% Jan 12, 2026 - Jan 26, 2026 | -0.54% Oct 2, 2025 - Oct 20, 2025 |
| #15 | -1.50% Nov 11, 2024 - Nov 26, 2024 | -0.41% Sep 16, 2025 - Oct 1, 2025 |
Correlation
Correlation between BAMA and XFLX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
BAMA vs XFLX dividend yield comparison.
| Year | BAMA | XFLX |
|---|---|---|
| 2026 | 0.11% | 0.00% |
| 2025 | 1.54% | 9.80% |
| 2024 | 1.49% | 4.55% |
| 2023 | 0.45% | 4.05% |
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