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Performance analysis of EQTY (KOVITZ CORE EQUITY ETF)

Annual Return

Over the past 3 years, EQTY has had an average annual return of +14.57%, underperforming the benchmark SPY, which returned +19.31% annual.

Since Dec 12, 2022, EQTY has had an average annual return of +16.86%, underperforming the benchmark SPY, which returned +20.43% annual.

20262025202420232022
+5.43%+13.63%+19.89%+26.96%-3.83%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.77%-0.58%-7.72%+7.54%+1.68%+0.43%+1.82%+5.43%
2025+5.77%-2.95%-4.92%-1.73%+4.61%+5.04%+1.69%+1.60%-0.78%+1.28%+1.94%+1.87%+13.63%
2024+0.79%+6.18%+3.11%-5.04%+2.14%+1.78%+2.31%+2.40%+2.44%+0.02%+5.27%-2.60%+19.89%
2023+9.74%-2.03%+1.68%+2.02%-1.31%+7.63%+3.43%-1.54%-4.59%-3.27%+8.13%+5.47%+26.96%
2022-3.83%-3.83%

Drawdown analysis of EQTY (KOVITZ CORE EQUITY ETF)

The maximum drawdown for the EQTY was -17.27%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The current EQTY drawdown is -1.52%.

Since Dec 12, 2022 EQTY has experienced the following drawdowns:

  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-17.27%Feb 6, 202542Apr 8, 202558Jul 2, 2025100
-11.85%Jan 28, 202641Mar 27, 202665Jul 1, 2026106
-11.46%Aug 1, 202362Oct 27, 202332Dec 13, 202394
-9.60%Feb 2, 202326Mar 13, 202363Jun 12, 202389
-6.80%Jul 16, 202414Aug 5, 202412Aug 21, 202426
-6.76%Dec 13, 202210Dec 28, 20229Jan 11, 202319
-6.35%Oct 27, 202518Nov 20, 202510Dec 5, 202528
-5.10%Mar 28, 202415Apr 19, 202455Jul 10, 202470
-4.34%Dec 11, 202419Jan 10, 20256Jan 21, 202525
-3.93%Aug 30, 20244Sep 6, 20249Sep 19, 202413
-2.93%Jul 25, 20255Aug 1, 20257Aug 12, 202512
-2.90%Nov 11, 20246Nov 19, 20245Nov 26, 202411
-2.88%Sep 11, 202510Sep 25, 20259Oct 8, 202519
-2.86%Oct 8, 20252Oct 10, 20256Oct 20, 20258
-2.57%Jan 12, 20234Jan 19, 20232Jan 23, 20236
-2.33%Oct 18, 20249Oct 31, 20244Nov 6, 202413
-2.25%Dec 28, 20234Jan 4, 202412Jan 23, 202416
-2.05%Jan 16, 20261Jan 20, 20262Jan 22, 20263
-1.86%Jun 15, 20236Jun 26, 20233Jun 29, 20239
-1.76%Jan 30, 20241Jan 31, 20242Feb 2, 20243
-1.74%Feb 12, 20241Feb 13, 20246Feb 22, 20247
-1.68%Aug 13, 20256Aug 21, 20251Aug 22, 20257
-1.64%Dec 11, 20254Dec 17, 20253Dec 22, 20257
-1.57%Aug 22, 20256Sep 2, 20257Sep 11, 202513
-1.52%Jul 16, 20262Jul 20, 2026OngoingOngoingOngoing