BSR vs AMUB
Comparison between Beacon Selective Risk ETF (BSR, ETF) and UBS AG London Branch (AMUB, ETF).
BSR vs AMUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSR
$37M
AMUB
$37M
Expense Ratio
BSR
1.09%
Winner
AMUB
0.80%
Max Drawdown
Winner
BSR
15.68%
AMUB
79.46%
Sharpe Ratio
BSR
0.80
Winner
AMUB
0.90
5Y Beta
Winner
BSR
0.42
AMUB
0.49
BSR vs AMUB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSR
+0.56%
AMUB
-3.45%
3M
BSR
+1.25%
Winner
AMUB
+2.04%
6M
BSR
+3.31%
Winner
AMUB
+14.85%
1Y
BSR
+11.48%
Winner
AMUB
+12.99%
5Y(CAGR)
BSR
N/A
AMUB
+10.96%
10Y(CAGR)
BSR
N/A
AMUB
+2.96%
Max(CAGR)
Winner
BSR
+7.83%
AMUB
-0.05%
BSR vs AMUB - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BSR | AMUB |
|---|---|---|
| 2026 | +3.01% | +15.03% |
| 2025 | +4.21% | +0.55% |
| 2024 | +13.08% | +15.68% |
| 2023 | +4.57% | +18.77% |
| 2022 | N/A | +18.38% |
| 2021 | N/A | +29.70% |
| 2020 | N/A | -37.22% |
| 2019 | N/A | -3.23% |
| 2018 | N/A | -19.25% |
| 2017 | N/A | -13.07% |
| 2016 | N/A | +22.92% |
| 2015 | N/A | -26.44% |
BSR vs AMUB Drawdown Comparison
The maximum drawdown for BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.
The maximum drawdown for AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 2626 trading sessions.
The current BSR drawdown is -4.33%. The current AMUB drawdown is -6.99%.
| Rank | BSR | AMUB |
|---|---|---|
| #1 | -15.68% May 14, 2025 - May 23, 2025 | -79.46% Oct 9, 2015 - Mar 23, 2026 |
| #2 | -11.04% Nov 29, 2024 - May 14, 2025 | -6.99% May 19, 2026 - Jun 12, 2026 |
| #3 | -8.64% Jul 31, 2023 - Feb 15, 2024 | -5.70% Mar 26, 2026 - Apr 30, 2026 |
| #4 | -6.04% Jul 16, 2024 - Aug 21, 2024 | -2.43% Apr 30, 2026 - May 12, 2026 |
| #5 | -4.95% Mar 28, 2024 - May 15, 2024 | -0.63% Mar 24, 2026 - Mar 26, 2026 |
| #6 | -3.45% Aug 30, 2024 - Sep 16, 2024 | N/A |
| #7 | -2.65% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #8 | -2.50% May 15, 2024 - Jul 5, 2024 | N/A |
| #9 | -2.23% Nov 11, 2024 - Nov 22, 2024 | N/A |
| #10 | -1.67% Sep 30, 2024 - Oct 14, 2024 | N/A |
| #11 | -1.55% May 18, 2023 - Jun 2, 2023 | N/A |
| #12 | -1.32% Jun 30, 2023 - Jul 12, 2023 | N/A |
| #13 | -1.24% Jul 19, 2023 - Jul 31, 2023 | N/A |
| #14 | -1.17% Apr 28, 2023 - May 18, 2023 | N/A |
| #15 | -1.13% Apr 18, 2023 - Apr 28, 2023 | N/A |
Correlation
Correlation between BSR and AMUB is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
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