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OverviewHoldingsPerformanceCorrelations

Performance analysis of DEFR (APTUS DEFERRED INCOME ETF)

Annual Return

Since May 14, 2025, DEFR has had an average annual return of +5.22%, underperforming the benchmark SPY, which returned +24.05% annual.

20262025
-0.60%+6.86%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.05%+2.31%-2.71%+0.08%+0.14%+0.34%-0.74%-0.60%
2025+0.79%+1.80%-0.18%+1.61%+0.95%+0.88%+1.17%-0.34%+6.86%

Drawdown analysis of DEFR (APTUS DEFERRED INCOME ETF)

The maximum drawdown for the DEFR was -3.89%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current DEFR drawdown is -2.89%.

DepthStartTo BottomBottomTo RecoverEndTotal
-3.89%Feb 27, 202656May 19, 2026OngoingOngoingOngoing
-1.47%Oct 27, 20257Nov 5, 202515Nov 26, 202522
-1.33%Jun 30, 202510Jul 15, 202510Jul 29, 202520
-1.26%Nov 26, 202535Jan 20, 202614Feb 9, 202649
-0.96%Sep 22, 20253Sep 25, 20252Sep 29, 20255
-0.96%Aug 4, 20259Aug 15, 202511Sep 2, 202520
-0.88%May 15, 20254May 21, 20253May 27, 20257
-0.85%Jun 4, 20252Jun 6, 20251Jun 9, 20253
-0.72%Sep 29, 20251Sep 30, 202511Oct 15, 202512
-0.63%Jun 9, 20251Jun 10, 20254Jun 16, 20255
-0.57%Sep 11, 20256Sep 19, 20251Sep 22, 20257
-0.51%Jun 16, 20251Jun 17, 20253Jun 23, 20254
-0.46%May 27, 20251May 28, 20251May 29, 20252
-0.34%Sep 2, 20251Sep 3, 20251Sep 4, 20252
-0.26%Feb 17, 20262Feb 19, 20261Feb 20, 20263
-0.25%Jul 29, 20251Jul 30, 20252Aug 1, 20253
-0.25%May 30, 20251Jun 2, 20252Jun 4, 20253
-0.19%Oct 21, 20252Oct 23, 20252Oct 27, 20254
-0.19%Feb 10, 20261Feb 11, 20261Feb 12, 20262
-0.18%Jun 26, 20251Jun 27, 20251Jun 30, 20252
-0.13%Sep 8, 20251Sep 9, 20251Sep 10, 20252