Brookstone ETFs: record by period

Record

8 funds with a full year

Brookstone’s 1-Year Record

7 of 8 Made Money1 lostBrookstone typical +8.0% · All ETFs +6.9%

Made money · 7

More than 30%0

20–30%0

10–20%3BestBAMD+19.7%

5–10%2

0–5%2

Lost money · 1

0–5%1WorstBAMB−1.7%

5–10%0

More than 10%0

Brookstone ETFs · past-year returns · 8 funds with a full year · as of Nov 4, 2026

Brookstone’s Returns by Bucket

BucketYTD1YMoney made

US stocks2 funds · $255M+11.7%+12.4%$28.1M

Income1 fund · $102M+18.0%+19.7%$16.8M

Unsorted3 funds · $131M+4.3%+5.5%$6.7M

Bonds & cash2 funds · $121M+0.3%+0.6%$718K

Brookstone ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Brookstone’s Best ETFs

YTD

+18.0%BAMD, Dividend Stock, led Brookstone

1BAMDDividend Stock+18.0%

2BAMVValue Stock+14.5%

3BAMGGrowth Stock+9.0%

4BAMOOpportunities+6.7%

5BAMAActive+6.1%

6BAMUUltra-Short Bond+2.1%

Brookstone ETFs · year-to-date returns · as of Nov 4, 2026

Brookstone’s Worst ETFs

YTD

−2.0%BAMB, Intermediate Bond

1BAMBIntermediate Bond−2.0%

2BAMYYield−0.1%

Brookstone ETFs · year-to-date returns · as of Nov 4, 2026

Brookstone’s ETF Returns

YTD

6–2up · down this year
of 8 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+6.4%

BestBAMD +18.0%

WorstBAMB −2.0%

Brookstone ETFs · year-to-date returns · as of Nov 4, 2026

Top 8 Brookstone ETFs

BAMD+19.7%

BAMV+14.8%

BAMG+10.1%

BAMO+8.0%

BAMA+6.5%

BAMU+2.6%

BAMY+1.7%

BAMB−1.7%

Best first · dashed line = Brookstone typical +8.0%

Brookstone ETFs · past-year returns · as of Nov 4, 2026

Brookstone’s Money Made

$52.3Mmade by the 8 largest · 100% of $52.3M

Brookstone ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Brookstone’s Best and Worst ETFs

Best 5 of 8

BAMDDividend Stock+19.7%

BAMVValue Stock+14.8%

BAMGGrowth Stock+10.1%

BAMOOpportunities+8.0%

BAMAActive+6.5%

Worst 3 of 8

BAMBIntermediate Bond−1.7%

BAMYYield+1.7%

BAMUUltra-Short Bond+2.6%

End-of-day Nov 4, 2026 · funds with a full year

Brookstone’s Record by Bucket

US stocks2 of 2

Unsorted3 of 3

Bonds & cash1 of 2

Income1 of 1

Brookstone ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Brookstone’s Losing ETFs

1fund lost money1 bond fund

FundCategoryPast year1Y ▲Assets

BAMBIntermediate BondBonds & cash−1.7%$55.0M

Brookstone ETFs · past-year returns · as of Nov 4, 2026 · worst first

Brookstone’s Newest ETFs

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Brookstone ETFs · launched in the past year · as of Nov 4, 2026

BBrookstone

Record

Brookstone