Performance analysis of AESR (Anfield U.S. Equity Sector Rotation ETF)
Annual Return
Over the past 3 years, AESR has had an average annual return of +27.03%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, AESR has had an average annual return of +15.56%, outperforming the benchmark SPY, which returned +14% annual.
Since Dec 17, 2019, AESR has had an average annual return of +16.99%, outperforming the benchmark SPY, which returned +16.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.04% | +20.72% | +25.36% | +21.03% | -17.50% | +25.12% | +19.57% | +0.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.58% | +1.29% | -5.94% | +13.74% | +6.37% | +1.38% | +21.04% | ||||||
| 2025 | +3.51% | -1.18% | -6.73% | +1.33% | +7.36% | +5.64% | +2.06% | +1.70% | +4.63% | +2.23% | -2.07% | +1.26% | +20.72% |
| 2024 | +2.68% | +6.56% | +3.04% | -4.80% | +6.06% | +4.06% | -0.47% | +2.75% | +1.57% | -0.37% | +5.20% | -2.80% | +25.36% |
| 2023 | +3.41% | -2.71% | +4.35% | +1.41% | -0.57% | +5.58% | +2.74% | -1.30% | -5.68% | -3.61% | +10.87% | +5.95% | +21.03% |
| 2022 | -6.39% | -1.54% | +4.31% | -9.45% | +0.66% | -9.47% | +8.03% | -3.17% | -8.99% | +9.28% | +5.12% | -4.91% | -17.50% |
| 2021 | -1.35% | +3.04% | +3.93% | +5.09% | +0.69% | +2.23% | +1.92% | +3.09% | -4.89% | +7.06% | -1.24% | +3.62% | +25.12% |
| 2020 | +0.22% | -9.06% | -9.39% | +11.56% | +4.71% | +2.41% | +5.61% | +8.09% | -3.68% | -3.76% | +10.01% | +3.98% | +19.57% |
| 2019 | +0.77% | +0.77% |
Drawdown analysis of AESR (Anfield U.S. Equity Sector Rotation ETF)
The maximum drawdown for the AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
Since Dec 17, 2019 AESR has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.06% | Feb 14, 2020 | 25 | Mar 23, 2020 | 92 | Aug 3, 2020 | 117 |
| -25.04% | Jan 3, 2022 | 187 | Sep 30, 2022 | 325 | Jan 18, 2024 | 512 |
| -19.85% | Feb 19, 2025 | 34 | Apr 8, 2025 | 51 | Jun 23, 2025 | 85 |
| -9.96% | Sep 2, 2020 | 14 | Sep 23, 2020 | 48 | Dec 1, 2020 | 62 |
| -9.82% | Feb 25, 2026 | 23 | Mar 30, 2026 | 9 | Apr 13, 2026 | 32 |
| -9.77% | Jul 10, 2024 | 18 | Aug 5, 2024 | 37 | Sep 26, 2024 | 55 |
| -8.49% | Oct 27, 2025 | 18 | Nov 20, 2025 | 23 | Dec 24, 2025 | 41 |
| -6.43% | Mar 21, 2024 | 20 | Apr 19, 2024 | 18 | May 15, 2024 | 38 |
| -5.36% | Sep 2, 2021 | 21 | Oct 4, 2021 | 13 | Oct 21, 2021 | 34 |
| -4.73% | Dec 4, 2024 | 25 | Jan 13, 2025 | 6 | Jan 22, 2025 | 31 |
| -4.65% | Jan 29, 2026 | 5 | Feb 5, 2026 | 13 | Feb 25, 2026 | 18 |
| -4.55% | Feb 16, 2021 | 12 | Mar 4, 2021 | 5 | Mar 11, 2021 | 17 |
| -4.44% | Nov 18, 2021 | 8 | Dec 1, 2021 | 17 | Dec 27, 2021 | 25 |
| -4.27% | May 7, 2021 | 3 | May 12, 2021 | 22 | Jun 14, 2021 | 25 |
| -3.79% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -3.67% | Jan 21, 2021 | 6 | Jan 29, 2021 | 4 | Feb 4, 2021 | 10 |
| -3.47% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -3.24% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -3.03% | Nov 8, 2024 | 5 | Nov 15, 2024 | 10 | Dec 2, 2024 | 15 |
| -2.87% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |
| -2.84% | Jan 23, 2025 | 2 | Jan 27, 2025 | 13 | Feb 13, 2025 | 15 |
| -2.83% | Jan 23, 2020 | 6 | Jan 31, 2020 | 3 | Feb 5, 2020 | 9 |
| -2.77% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -2.52% | Dec 26, 2019 | 3 | Dec 31, 2019 | 12 | Jan 17, 2020 | 15 |
| -2.46% | Mar 17, 2021 | 5 | Mar 24, 2021 | 6 | Apr 1, 2021 | 11 |