Performance analysis of CHAT (ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF)
Annual Return
Over the past 3 years, CHAT has had an average annual return of +55.58%, outperforming the benchmark SPY, which returned +22.45% annual.
Since May 18, 2023, CHAT has had an average annual return of +58.64%, outperforming the benchmark SPY, which returned +22.80% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +74.30% | +49.86% | +30.98% | +19.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.80% | +3.40% | -3.19% | +26.09% | +25.94% | +4.63% | +74.30% | ||||||
| 2025 | +2.91% | -6.68% | -10.31% | +2.46% | +16.95% | +16.81% | +5.66% | +4.32% | +14.38% | +8.99% | -10.28% | +0.82% | +49.86% |
| 2024 | +3.11% | +10.99% | +0.67% | -7.13% | +4.59% | +7.93% | -4.53% | -0.84% | +5.95% | +1.01% | +5.26% | +1.69% | +30.98% |
| 2023 | +5.99% | +4.81% | +5.21% | -4.03% | -7.23% | -4.15% | +14.28% | +4.61% | +19.23% |
Drawdown analysis of CHAT (ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF)
The maximum drawdown for the CHAT was -31.34%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The current CHAT drawdown is -0.66%.
Since May 18, 2023 CHAT has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.34% | Jan 23, 2025 | 52 | Apr 8, 2025 | 41 | Jun 6, 2025 | 93 |
| -18.98% | Jul 10, 2024 | 20 | Aug 7, 2024 | 58 | Oct 29, 2024 | 78 |
| -16.73% | Aug 1, 2023 | 61 | Oct 26, 2023 | 34 | Dec 14, 2023 | 95 |
| -16.28% | Oct 29, 2025 | 34 | Dec 17, 2025 | 43 | Feb 20, 2026 | 77 |
| -13.39% | Mar 7, 2024 | 30 | Apr 19, 2024 | 38 | Jun 13, 2024 | 68 |
| -10.93% | Feb 20, 2026 | 26 | Mar 30, 2026 | 6 | Apr 8, 2026 | 32 |
| -6.56% | Jun 15, 2023 | 6 | Jun 26, 2023 | 12 | Jul 13, 2023 | 18 |
| -5.87% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -5.80% | Aug 12, 2025 | 7 | Aug 21, 2025 | 12 | Sep 9, 2025 | 19 |
| -5.45% | Dec 16, 2024 | 2 | Dec 18, 2024 | 11 | Jan 6, 2025 | 13 |
| -5.24% | Jan 6, 2025 | 4 | Jan 13, 2025 | 5 | Jan 21, 2025 | 9 |
| -5.18% | Nov 7, 2024 | 6 | Nov 15, 2024 | 12 | Dec 4, 2024 | 18 |
| -5.11% | Oct 9, 2025 | 1 | Oct 10, 2025 | 11 | Oct 27, 2025 | 12 |
| -4.64% | Feb 15, 2024 | 3 | Feb 21, 2024 | 1 | Feb 22, 2024 | 4 |
| -4.49% | Apr 24, 2026 | 2 | Apr 28, 2026 | 3 | May 1, 2026 | 5 |
| -4.12% | Dec 28, 2023 | 3 | Jan 3, 2024 | 6 | Jan 11, 2024 | 9 |
| -3.96% | Oct 29, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -3.89% | Jul 18, 2023 | 3 | Jul 21, 2023 | 7 | Aug 1, 2023 | 10 |
| -3.48% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -3.44% | Jun 18, 2024 | 3 | Jun 24, 2024 | 7 | Jul 3, 2024 | 10 |
| -3.17% | Jul 31, 2025 | 1 | Aug 1, 2025 | 3 | Aug 6, 2025 | 4 |
| -3.04% | Dec 6, 2024 | 2 | Dec 10, 2024 | 3 | Dec 13, 2024 | 5 |
| -2.99% | May 11, 2026 | 1 | May 12, 2026 | 1 | May 13, 2026 | 2 |
| -2.60% | May 22, 2023 | 2 | May 24, 2023 | 1 | May 25, 2023 | 3 |
| -2.58% | Sep 22, 2025 | 4 | Sep 26, 2025 | 3 | Oct 1, 2025 | 7 |