Performance analysis of GENY (Principal Millennial GlobalGrowth ETF)
Annual Return
Over the past 3 years, GENY has had an average annual return of -1.68%, underperforming the benchmark SPY, which returned +27.02% annual.
Over the past 5 years, GENY has had an average annual return of -11.90%, underperforming the benchmark SPY, which returned +11.58% annual.
Since Aug 22, 2016, GENY has had an average annual return of +7.12%, underperforming the benchmark SPY, which returned +14.68% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +4.80% | -31.70% | +2.41% | +40.54% | +34.21% | -9.57% | +40.56% | -0.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +0% | +0% | +0% | +0% | +0% | +0% | +0% | +0% | +0% | +0% | +0% | ||
| 2023 | +16.95% | -6.88% | +2.59% | -2.07% | -5.83% | +8.52% | +7.54% | -7.13% | -6.07% | -0.10% | +0% | +0% | +4.80% |
| 2022 | -8.02% | -7.29% | -0.66% | -11.07% | -0.66% | -8.46% | +3.26% | -2.27% | -14.09% | +1.32% | +16.68% | -2.72% | -31.70% |
| 2021 | +3.27% | +4.86% | -2.52% | +5.43% | +0.28% | +2.91% | -5.39% | +2.43% | -5.66% | +2.33% | -3.49% | -1.25% | +2.41% |
| 2020 | -1.05% | -8.60% | -14.29% | +13.32% | +7.74% | +7.76% | +7.87% | +8.29% | -1.44% | -0.33% | +13.79% | +5.54% | +40.54% |
| 2019 | +11.68% | +3.56% | +2.94% | +4.69% | -7.32% | +6.06% | +1.84% | -1.26% | -1.30% | +3.03% | +3.02% | +3.99% | +34.21% |
| 2018 | +8.08% | -2.21% | -3.62% | -0.11% | +3.29% | +1.45% | +0.17% | +5.67% | -1.38% | -10.28% | -2.20% | -7.41% | -9.57% |
| 2017 | +1.97% | +3.58% | +2% | +3.17% | +3.76% | +2.37% | +4.17% | -0.39% | +3.63% | +2.36% | +3.92% | +4.08% | +40.56% |
Drawdown analysis of GENY (Principal Millennial GlobalGrowth ETF)
The maximum drawdown for the GENY was -50.10%, occurring on Nov 3, 2022. This drawdown has not yet recovered.
The current GENY drawdown is -36.80%.
Since Aug 22, 2016 GENY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.10% | Feb 16, 2021 | 434 | Nov 3, 2022 | Ongoing | Ongoing | Ongoing |
| -38.07% | Jan 16, 2020 | 42 | Mar 18, 2020 | 67 | Jun 23, 2020 | 109 |
| -23.52% | Aug 27, 2018 | 82 | Dec 24, 2018 | 89 | May 3, 2019 | 171 |
| -10.93% | Jan 26, 2018 | 9 | Feb 8, 2018 | 84 | Jun 11, 2018 | 93 |
| -8.17% | May 3, 2019 | 17 | May 29, 2019 | 33 | Jul 16, 2019 | 50 |
| -7.62% | Jul 26, 2019 | 6 | Aug 5, 2019 | 74 | Nov 18, 2019 | 80 |
| -7.25% | Sep 2, 2020 | 15 | Sep 24, 2020 | 11 | Oct 9, 2020 | 26 |
| -5.89% | Oct 13, 2020 | 13 | Oct 30, 2020 | 3 | Nov 4, 2020 | 16 |
| -5.83% | Jun 14, 2018 | 10 | Jun 28, 2018 | 39 | Aug 23, 2018 | 49 |
| -4.87% | Aug 31, 2016 | 45 | Nov 3, 2016 | 54 | Jan 24, 2017 | 99 |
| -4.42% | Jun 23, 2020 | 3 | Jun 26, 2020 | 5 | Jul 6, 2020 | 8 |
| -3.84% | Jan 25, 2021 | 4 | Jan 29, 2021 | 3 | Feb 3, 2021 | 7 |
| -3.27% | Nov 6, 2020 | 2 | Nov 10, 2020 | 7 | Nov 19, 2020 | 9 |
| -3.13% | May 16, 2017 | 2 | May 18, 2017 | 2 | May 22, 2017 | 4 |
| -3.08% | Aug 8, 2017 | 3 | Aug 11, 2017 | 15 | Sep 1, 2017 | 18 |
| -2.76% | Jul 22, 2020 | 2 | Jul 24, 2020 | 5 | Jul 31, 2020 | 7 |
| -2.68% | Oct 16, 2017 | 8 | Oct 26, 2017 | 7 | Nov 6, 2017 | 15 |
| -2.68% | Nov 24, 2017 | 8 | Dec 6, 2017 | 7 | Dec 15, 2017 | 15 |
| -2.46% | Sep 20, 2017 | 4 | Sep 26, 2017 | 5 | Oct 3, 2017 | 9 |
| -2.38% | Jul 10, 2020 | 2 | Jul 14, 2020 | 1 | Jul 15, 2020 | 3 |
| -2.29% | Jun 26, 2017 | 7 | Jul 6, 2017 | 5 | Jul 13, 2017 | 12 |
| -1.96% | Nov 18, 2019 | 3 | Nov 21, 2019 | 4 | Nov 27, 2019 | 7 |
| -1.93% | Jun 6, 2017 | 7 | Jun 15, 2017 | 7 | Jun 26, 2017 | 14 |
| -1.93% | Nov 29, 2019 | 2 | Dec 3, 2019 | 8 | Dec 13, 2019 | 10 |
| -1.87% | Aug 6, 2020 | 3 | Aug 11, 2020 | 4 | Aug 17, 2020 | 7 |