Performance analysis of ACIO (APTUS COLLARED INVESTMENT OPPORTUNITY ETF)
Annual Return
Over the past 3 years, ACIO has had an average annual return of +16.21%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ACIO has had an average annual return of +10.46%, underperforming the benchmark SPY, which returned +14% annual.
Since Jul 10, 2019, ACIO has had an average annual return of +10.53%, underperforming the benchmark SPY, which returned +16.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.82% | +9.03% | +21.92% | +15.90% | -10.31% | +18.03% | +9.86% | +3.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.55% | -0.86% | -3.52% | +7.80% | +3.91% | +0.09% | +7.82% | ||||||
| 2025 | +1.81% | -1.23% | -4.26% | -0.46% | +4.36% | +3.14% | +0.81% | +1.67% | +2.42% | +1.40% | +0.07% | -0.77% | +9.03% |
| 2024 | +1.69% | +4.27% | +2.63% | -2.95% | +4.09% | +3.51% | +1.38% | +2.86% | +1.39% | -0.60% | +4.08% | -2.04% | +21.92% |
| 2023 | +3.40% | -1.25% | +2.74% | +0.43% | -0.79% | +3.64% | +2.38% | -1.07% | -3.26% | -0.95% | +7.23% | +2.81% | +15.90% |
| 2022 | -3.16% | -1.42% | +1.26% | -4.48% | -0.30% | -3.66% | +6.20% | -2.41% | -5.73% | +5.05% | +2.81% | -4.16% | -10.31% |
| 2021 | -2.41% | +1.03% | +3.53% | +4.83% | +0.34% | +1.30% | +2.32% | +0.97% | -3.69% | +5.74% | -0.95% | +4.13% | +18.03% |
| 2020 | -2.07% | -3.53% | -0.32% | +0.29% | +2.51% | +2.38% | +3.35% | +4.92% | -2.32% | -1.87% | +4.74% | +1.81% | +9.86% |
| 2019 | -0.73% | -1.84% | +1.48% | +0.77% | +1.83% | +1.83% | +3.32% |
Drawdown analysis of ACIO (APTUS COLLARED INVESTMENT OPPORTUNITY ETF)
The maximum drawdown for the ACIO was -14.17%, occurring on Mar 23, 2020. Recovery took 79 trading sessions.
The current ACIO drawdown is -0.09%.
Since Jul 10, 2019 ACIO has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.17% | Jan 17, 2020 | 44 | Mar 23, 2020 | 79 | Jul 15, 2020 | 123 |
| -14.00% | Dec 20, 2021 | 124 | Jun 17, 2022 | 358 | Nov 20, 2023 | 482 |
| -12.12% | Jan 23, 2025 | 52 | Apr 8, 2025 | 56 | Jun 30, 2025 | 108 |
| -7.22% | Oct 28, 2025 | 104 | Mar 30, 2026 | 12 | Apr 16, 2026 | 116 |
| -5.72% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -5.31% | Jul 26, 2019 | 14 | Aug 15, 2019 | 65 | Nov 15, 2019 | 79 |
| -5.18% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -4.27% | Sep 2, 2021 | 21 | Oct 4, 2021 | 12 | Oct 20, 2021 | 33 |
| -4.05% | Feb 17, 2021 | 11 | Mar 4, 2021 | 16 | Mar 26, 2021 | 27 |
| -3.60% | Mar 28, 2024 | 15 | Apr 19, 2024 | 15 | May 10, 2024 | 30 |
| -3.54% | Dec 4, 2024 | 24 | Jan 10, 2025 | 8 | Jan 23, 2025 | 32 |
| -3.16% | Jan 20, 2021 | 7 | Jan 29, 2021 | 10 | Feb 12, 2021 | 17 |
| -3.15% | May 7, 2021 | 3 | May 12, 2021 | 22 | Jun 14, 2021 | 25 |
| -2.92% | Nov 8, 2021 | 16 | Dec 1, 2021 | 4 | Dec 7, 2021 | 20 |
| -2.75% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -2.69% | Nov 9, 2020 | 10 | Nov 23, 2020 | 26 | Dec 31, 2020 | 36 |
| -2.35% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -1.99% | Nov 8, 2024 | 5 | Nov 15, 2024 | 9 | Nov 29, 2024 | 14 |
| -1.98% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -1.91% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -1.70% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -1.61% | Aug 16, 2021 | 2 | Aug 18, 2021 | 7 | Aug 27, 2021 | 9 |
| -1.46% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.45% | Dec 10, 2021 | 5 | Dec 17, 2021 | 1 | Dec 20, 2021 | 6 |
| -1.44% | Jun 14, 2021 | 4 | Jun 18, 2021 | 5 | Jun 25, 2021 | 9 |