Performance analysis of APUE (ACTIVEPASSIVE U.S. EQUITY ETF)
Annual Return
Over the past 3 years, APUE has had an average annual return of +19.42%, outperforming the benchmark SPY, which returned +19.31% annual.
Since May 3, 2023, APUE has had an average annual return of +22.01%, outperforming the benchmark SPY, which returned +21.98% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10% | +17.49% | +23.88% | +18.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.84% | -0.83% | -4.77% | +10.25% | +4.92% | -0.36% | -0.78% | +10% | |||||
| 2025 | +2.91% | -1.91% | -5.86% | -0.77% | +6.11% | +5.10% | +2.28% | +2.54% | +3.40% | +2.01% | +0.79% | +0.20% | +17.49% |
| 2024 | +1.78% | +5.41% | +3.39% | -4.49% | +4.77% | +3.24% | +1.95% | +1.99% | +1.67% | -0.65% | +6.14% | -3.02% | +23.88% |
| 2023 | +2.45% | +6.71% | +3.17% | -1.29% | -4.95% | -2.15% | +8.73% | +5.18% | +18.42% |
Drawdown analysis of APUE (ACTIVEPASSIVE U.S. EQUITY ETF)
The maximum drawdown for the APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current APUE drawdown is -1.57%.
Since May 3, 2023 APUE has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.83% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -10.08% | Jul 31, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -8.98% | Feb 9, 2026 | 34 | Mar 30, 2026 | 11 | Apr 15, 2026 | 45 |
| -8.50% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -5.79% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -4.68% | Oct 28, 2025 | 17 | Nov 20, 2025 | 5 | Nov 28, 2025 | 22 |
| -4.66% | Dec 4, 2024 | 24 | Jan 10, 2025 | 8 | Jan 23, 2025 | 32 |
| -4.08% | Jun 1, 2026 | 7 | Jun 10, 2026 | 20 | Jul 10, 2026 | 27 |
| -3.06% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.53% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -2.52% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -2.50% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.40% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.34% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -2.23% | Dec 28, 2023 | 4 | Jan 4, 2024 | 10 | Jan 19, 2024 | 14 |
| -2.21% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.04% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -1.88% | Jan 23, 2025 | 7 | Feb 3, 2025 | 11 | Feb 19, 2025 | 18 |
| -1.82% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.69% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -1.69% | Feb 12, 2024 | 1 | Feb 13, 2024 | 6 | Feb 22, 2024 | 7 |
| -1.60% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.57% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.57% | Jul 10, 2026 | 6 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.55% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |