Performance analysis of BSVO (EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF)
Annual Return
Over the past 3 years, BSVO has had an average annual return of +17.60%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Mar 13, 2023, BSVO has had an average annual return of +18.32%, underperforming the benchmark SPY, which returned +23.20% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +25.66% | +9.22% | +4.69% | +22.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.16% | +2.74% | -2.01% | +9.34% | -0.29% | +5.53% | +0.30% | +25.66% | |||||
| 2025 | +1.39% | -5.42% | -6.36% | -5.76% | +6.34% | +4.62% | +1.26% | +10.96% | -1.08% | -1.32% | +4.46% | +1.27% | +9.22% |
| 2024 | -3.60% | +1.24% | +3.69% | -6.19% | +5.39% | -3.10% | +12.93% | -3.57% | -0.42% | -2.60% | +9.69% | -6.77% | +4.69% |
| 2023 | +0.64% | -2.89% | -4.01% | +9.12% | +9.42% | -3.54% | -2.91% | -4.72% | +8.84% | +12.51% | +22.41% |
Drawdown analysis of BSVO (EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF)
The maximum drawdown for the BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.
The current BSVO drawdown is -1.42%.
Since Mar 13, 2023 BSVO has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.66% | Nov 25, 2024 | 90 | Apr 8, 2025 | 165 | Dec 3, 2025 | 255 |
| -12.52% | Aug 7, 2023 | 58 | Oct 27, 2023 | 25 | Dec 4, 2023 | 83 |
| -11.59% | Jul 31, 2024 | 5 | Aug 7, 2024 | 64 | Nov 6, 2024 | 69 |
| -10.19% | Mar 14, 2023 | 36 | May 4, 2023 | 23 | Jun 7, 2023 | 59 |
| -8.45% | Dec 27, 2023 | 76 | Apr 17, 2024 | 60 | Jul 15, 2024 | 136 |
| -8.31% | Feb 6, 2026 | 29 | Mar 20, 2026 | 13 | Apr 9, 2026 | 42 |
| -4.27% | Jun 7, 2023 | 11 | Jun 23, 2023 | 11 | Jul 11, 2023 | 22 |
| -3.89% | May 6, 2026 | 9 | May 19, 2026 | 9 | Jun 2, 2026 | 18 |
| -3.85% | Nov 11, 2024 | 6 | Nov 19, 2024 | 4 | Nov 25, 2024 | 10 |
| -3.68% | Dec 11, 2025 | 13 | Dec 31, 2025 | 5 | Jan 8, 2026 | 18 |
| -3.40% | Jun 12, 2026 | 3 | Jun 17, 2026 | 6 | Jun 26, 2026 | 9 |
| -2.59% | Jan 22, 2026 | 4 | Jan 28, 2026 | 3 | Feb 2, 2026 | 7 |
| -2.49% | Jul 17, 2024 | 2 | Jul 19, 2024 | 2 | Jul 23, 2024 | 4 |
| -2.22% | Jun 26, 2026 | 7 | Jul 8, 2026 | 5 | Jul 15, 2026 | 12 |
| -2.21% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.92% | Dec 4, 2023 | 2 | Dec 6, 2023 | 2 | Dec 8, 2023 | 4 |
| -1.86% | Jun 2, 2026 | 1 | Jun 3, 2026 | 4 | Jun 9, 2026 | 5 |
| -1.77% | Jul 23, 2024 | 1 | Jul 24, 2024 | 1 | Jul 25, 2024 | 2 |
| -1.67% | May 1, 2026 | 1 | May 4, 2026 | 2 | May 6, 2026 | 3 |
| -1.42% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.40% | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 | Nov 11, 2024 | 3 |
| -1.27% | Dec 19, 2023 | 1 | Dec 20, 2023 | 1 | Dec 21, 2023 | 2 |
| -1.08% | Aug 1, 2023 | 2 | Aug 3, 2023 | 2 | Aug 7, 2023 | 4 |
| -1.02% | Apr 28, 2026 | 1 | Apr 29, 2026 | 1 | Apr 30, 2026 | 2 |
| -1.02% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |