Performance analysis of FITZ (Fitz-Gerald Must Have Portfolio)
Annual Return
Since May 28, 2026, FITZ has had an average annual return of -0.51%, underperforming the benchmark SPY, which returned +0.66% annual.
| 2026 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.32% | -0.83% | -0.51% |
Drawdown analysis of FITZ (Fitz-Gerald Must Have Portfolio)
The maximum drawdown for the FITZ was -0.85%, occurring on Jun 1, 2026. This drawdown has not yet recovered.
The current FITZ drawdown is -0.83%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.85% | May 29, 2026 | 1 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |