BAMU vs LCR
Comparison between Brookstone Ultra-Short Bond ETF (BAMU, ETF) and LEUTHOLD CORE ETF (LCR, ETF).
BAMU vs LCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAMU
$69M
Winner
LCR
$69M
Expense Ratio
BAMU
1.05%
Winner
LCR
0.84%
Max Drawdown
Winner
BAMU
1.41%
LCR
17.44%
Sharpe Ratio
BAMU
-1.37
Winner
LCR
1.14
5Y Beta
Winner
BAMU
-0.00
LCR
0.46
BAMU vs LCR - Historical Returns
Returns include dividend reinvestment.
1M
BAMU
+0.26%
Winner
LCR
+1.02%
3M
BAMU
+0.66%
Winner
LCR
+5.62%
6M
BAMU
+1.23%
Winner
LCR
+4.11%
1Y
BAMU
+2.97%
Winner
LCR
+12.93%
5Y(CAGR)
BAMU
N/A
LCR
+6.73%
Max(CAGR)
BAMU
+3.60%
Winner
LCR
+8.41%
BAMU vs LCR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BAMU | LCR |
|---|---|---|
| 2026 | +1.08% | +3.66% |
| 2025 | +3.15% | +12.46% |
| 2024 | +4.08% | +9.27% |
| 2023 | +1.20% | +13.20% |
| 2022 | N/A | -8.04% |
| 2021 | N/A | +12.47% |
| 2020 | N/A | +13.28% |
BAMU vs LCR Drawdown Comparison
The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.
The maximum drawdown for LCR was -17.44%, occurring on Mar 20, 2020. Recovery took 102 trading sessions.
The current LCR drawdown is -0.59%.
| Rank | BAMU | LCR |
|---|---|---|
| #1 | -0.36% Dec 12, 2023 - Jan 2, 2024 | -17.44% Feb 19, 2020 - Jul 15, 2020 |
| #2 | -0.34% Mar 14, 2025 - Mar 20, 2025 | -13.40% Jan 4, 2022 - Jul 18, 2023 |
| #3 | -0.23% Aug 5, 2024 - Aug 19, 2024 | -8.58% Nov 29, 2024 - Jun 24, 2025 |
| #4 | -0.16% May 9, 2024 - May 16, 2024 | -6.22% Jul 19, 2023 - Dec 1, 2023 |
| #5 | -0.12% Dec 5, 2023 - Dec 12, 2023 | -6.02% Feb 26, 2026 - May 6, 2026 |
| #6 | -0.12% Jan 29, 2025 - Feb 10, 2025 | -5.18% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -0.12% Jul 15, 2024 - Jul 18, 2024 | -3.94% Jul 16, 2024 - Aug 21, 2024 |
| #8 | -0.12% Nov 3, 2025 - Nov 12, 2025 | -3.72% Feb 12, 2021 - Apr 5, 2021 |
| #9 | -0.12% Nov 5, 2024 - Nov 8, 2024 | -3.60% Mar 28, 2024 - Jun 17, 2024 |
| #10 | -0.12% May 16, 2024 - May 24, 2024 | -3.12% Nov 16, 2021 - Jan 3, 2022 |
| #11 | -0.12% Aug 27, 2024 - Aug 30, 2024 | -3.04% May 7, 2021 - Jul 12, 2021 |
| #12 | -0.11% May 20, 2025 - May 28, 2025 | -2.98% Oct 27, 2025 - Dec 3, 2025 |
| #13 | -0.10% Mar 6, 2026 - Mar 30, 2026 | -2.97% Sep 1, 2021 - Oct 21, 2021 |
| #14 | -0.10% Feb 19, 2026 - Feb 27, 2026 | -2.29% Jul 12, 2021 - Jul 26, 2021 |
| #15 | -0.10% Dec 18, 2024 - Dec 20, 2024 | -2.25% Jun 4, 2026 - Jun 10, 2026 |
Correlation
Correlation between BAMU and LCR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
BAMU vs LCR dividend yield comparison.
| Year | BAMU | LCR |
|---|---|---|
| 2026 | 0.88% | 0.00% |
| 2025 | 3.20% | 1.37% |
| 2024 | 3.97% | 1.86% |
| 2023 | 0.84% | 1.60% |
| 2022 | 0.00% | 0.75% |
| 2021 | 0.00% | 0.21% |
| 2020 | 0.00% | 0.62% |
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