Performance analysis of BEEZ (HONEYTREE U.S. EQUITY ETF)
Annual Return
Since Nov 8, 2023, BEEZ has had an average annual return of +11.72%, underperforming the benchmark SPY, which returned +23.54% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.21% | +5.64% | +10.41% | +14.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.88% | +2.75% | -6.15% | +2.41% | +0.56% | +2.13% | -2.05% | +1.21% | |||||
| 2025 | +4.47% | -2.37% | -4.52% | +0.36% | +5.94% | +0.77% | +0.57% | +2.35% | -0.37% | -0.55% | -0.19% | -0.54% | +5.64% |
| 2024 | +0.55% | +5.95% | +1.23% | -6.69% | +2.54% | +1.75% | +3.93% | +1.75% | +3.16% | -2.48% | +5.27% | -6.10% | +10.41% |
| 2023 | +6.44% | +7.37% | +14.28% |
Drawdown analysis of BEEZ (HONEYTREE U.S. EQUITY ETF)
The maximum drawdown for the BEEZ was -18.61%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current BEEZ drawdown is -3.32%.
Since Nov 8, 2023 BEEZ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.61% | Dec 4, 2024 | 84 | Apr 8, 2025 | 87 | Aug 13, 2025 | 171 |
| -8.41% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -8.22% | Mar 7, 2024 | 30 | Apr 19, 2024 | 59 | Jul 16, 2024 | 89 |
| -6.10% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -5.87% | Aug 22, 2025 | 63 | Nov 20, 2025 | 30 | Jan 6, 2026 | 93 |
| -4.15% | Oct 14, 2024 | 13 | Oct 31, 2024 | 6 | Nov 8, 2024 | 19 |
| -3.45% | Jan 22, 2026 | 10 | Feb 5, 2026 | 15 | Feb 27, 2026 | 25 |
| -3.38% | Dec 28, 2023 | 4 | Jan 4, 2024 | 10 | Jan 19, 2024 | 14 |
| -2.60% | Nov 8, 2024 | 8 | Nov 20, 2024 | 3 | Nov 25, 2024 | 11 |
| -2.55% | Aug 30, 2024 | 4 | Sep 6, 2024 | 3 | Sep 11, 2024 | 7 |
| -2.31% | Feb 12, 2024 | 1 | Feb 13, 2024 | 6 | Feb 22, 2024 | 7 |
| -1.88% | Jan 9, 2026 | 6 | Jan 20, 2026 | 2 | Jan 22, 2026 | 8 |
| -1.43% | Jan 22, 2024 | 2 | Jan 24, 2024 | 3 | Jan 29, 2024 | 5 |
| -1.16% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -1.09% | Jan 30, 2024 | 1 | Jan 31, 2024 | 2 | Feb 2, 2024 | 3 |
| -1.06% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.06% | Nov 8, 2023 | 1 | Nov 9, 2023 | 1 | Nov 10, 2023 | 2 |
| -0.99% | Sep 26, 2024 | 7 | Oct 7, 2024 | 1 | Oct 8, 2024 | 8 |
| -0.96% | Mar 4, 2024 | 1 | Mar 5, 2024 | 2 | Mar 7, 2024 | 3 |
| -0.93% | Feb 2, 2024 | 1 | Feb 5, 2024 | 2 | Feb 7, 2024 | 3 |
| -0.84% | Sep 24, 2024 | 1 | Sep 25, 2024 | 1 | Sep 26, 2024 | 2 |
| -0.76% | Oct 9, 2024 | 1 | Oct 10, 2024 | 1 | Oct 11, 2024 | 2 |
| -0.69% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -0.66% | Sep 16, 2024 | 2 | Sep 18, 2024 | 1 | Sep 19, 2024 | 3 |
| -0.57% | Dec 4, 2023 | 1 | Dec 5, 2023 | 2 | Dec 7, 2023 | 3 |