BVALBluemonte Large Cap Value ETF— growth of $10,000
A total-return backtest of a $10,000 investment in this stock, grown over about 9 years on real split- and dividend-adjusted prices and compared against the same amount in the S&P 500 (SPY). The equity curve and the risk/return stats — CAGR, volatility, Sharpe, Sortino and max drawdown — are engine-computed from historical prices, with no LLM. This is a historical backtest, not a prediction: past performance does not predict future results.
Crecimiento de $10,000
frente a SPY| Métrica | BVAL | SPY |
|---|---|---|
| Valor final | $21.9K | $35.0K |
| Retorno total | +119.3% | +250.0% |
| CAGR | +9.0% | +14.8% |
| Volatilidad | 32.3% | 51.9% |
| Sharpe | 0.59 | 0.67 |
| Sortino | 1.52 | 2.48 |
| Caída máxima | -37.0% | -33.8% |
Basado en 1058 días de negociación, 2017-06-13 → 2026-07-17 · tasa libre de riesgo 3.85% (bono corto del Tesoro actual, mantenido constante)
A total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment held to today would have grown, versus SPY over the same window. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
How the backtest works
- $10,000 at the start. The same fixed amount is invested in the stock and, for comparison, in the S&P 500 (SPY) on the first day of the window, and its value is tracked to today.
- Total return, not price-only. Prices are split- and dividend-adjusted, so the curve reflects reinvested dividends and share splits — the real economic outcome of buying and holding.
- CAGR = the compound annual growth rate that turns the starting $10,000 into the ending value over the window; it smooths a bumpy path into one annualised figure.
- Volatility = the annualised standard deviation of returns (how much the value swings); Sharpe and Sortino divide return-above-the-risk-free-rate by that risk (Sortino counts only downside swings). Higher ratios = more return per unit of risk.
- Max drawdown = the largest peak-to-trough decline along the way — the worst loss you would have sat through before recovering.
- A historical backtest, not a forecast. Every figure is engine-computed from past prices; a stat is shown only when it is computable (otherwise "—", never a fabricated 0). Past performance does not predict future results.
This page is a total-return backtest over real historical prices — not a prediction, price target or investment advice. Past performance does not predict future results. Source: split- and dividend-adjusted prices; for reference only.