Performance analysis of HOLD (AdvisorShares North Square McKee Core Reserves ETF)
Annual Return
Over the past 3 years, HOLD has had an average annual return of -69.96%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HOLD has had an average annual return of -17.33%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, HOLD has had an average annual return of -8.41%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jan 15, 2014, HOLD has had an average annual return of -6.78%, underperforming the benchmark SPY, which returned +13.93% annual.
| 2026 | 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.99% | -66.59% | +1.17% | +0.40% | -0.14% | +0.71% | +3.06% | +1.82% | +1.30% | +1.34% | +0.15% | -0.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.28% | +4.76% | -6.34% | +8.52% | +4.64% | +1.01% | +13.99% | ||||||
| 2025 | -68.84% | +3.12% | +5.86% | -0.21% | -1.58% | -66.59% | |||||||
| 2023 | +0.40% | +0.08% | +0.68% | +1.17% | |||||||||
| 2022 | -0.10% | -0.11% | -0.36% | +0.03% | +0.07% | -0.25% | +0.29% | +0.09% | -0.11% | -0.03% | +0.47% | +0.42% | +0.40% |
| 2021 | -0.24% | -0% | +0.03% | +0.06% | -0.08% | +0.15% | +0.02% | +0.05% | +0% | -0.07% | -0.06% | +0.03% | -0.14% |
| 2020 | +0.24% | +0.03% | -3.27% | +1.39% | +0.72% | +0.40% | +0.49% | +0.17% | -0.04% | +0.08% | +0.15% | +0.42% | +0.71% |
| 2019 | +0.41% | +0.15% | +0.30% | +0.33% | +0.24% | +0.25% | +0.28% | +0.23% | +0.15% | +0.27% | +0.15% | +0.25% | +3.06% |
| 2018 | +0.12% | -0.00974% | +0.06% | +0.18% | +0.41% | +0.06% | +0.25% | +0.19% | +0.17% | +0.09% | +0.16% | +0.12% | +1.82% |
| 2017 | +0.11% | +0.11% | +0.20% | -0.00983% | +0.21% | +0.22% | +0.07% | +0.02% | +0.08% | +0.25% | -0.04% | +0.09% | +1.30% |
Drawdown analysis of HOLD (AdvisorShares North Square McKee Core Reserves ETF)
The maximum drawdown for the HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.
The current HOLD drawdown is -62.09%.
Since Jan 15, 2014 HOLD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.65% | Mar 23, 2023 | 11 | Aug 20, 2025 | Ongoing | Ongoing | Ongoing |
| -5.23% | Feb 25, 2020 | 19 | Mar 23, 2020 | 197 | Dec 31, 2020 | 216 |
| -1.59% | Jul 23, 2021 | 227 | Jun 16, 2022 | 144 | Jan 12, 2023 | 371 |
| -0.54% | Oct 28, 2014 | 49 | Jan 8, 2015 | 132 | Jul 20, 2015 | 181 |
| -0.49% | Jul 20, 2015 | 153 | Feb 26, 2016 | 21 | Mar 29, 2016 | 174 |
| -0.37% | Dec 31, 2020 | 13 | Jan 21, 2021 | 127 | Jul 23, 2021 | 140 |
| -0.36% | Jul 7, 2016 | 34 | Aug 24, 2016 | 50 | Nov 3, 2016 | 84 |
| -0.34% | Apr 13, 2018 | 4 | Apr 19, 2018 | 26 | May 25, 2018 | 30 |
| -0.28% | May 17, 2017 | 4 | May 23, 2017 | 26 | Jun 29, 2017 | 30 |
| -0.28% | Feb 2, 2023 | 9 | Feb 15, 2023 | 2 | Feb 17, 2023 | 11 |
| -0.24% | Jan 11, 2017 | 5 | Jan 19, 2017 | 16 | Feb 10, 2017 | 21 |
| -0.23% | Aug 5, 2014 | 15 | Aug 26, 2014 | 21 | Sep 25, 2014 | 36 |
| -0.22% | Mar 16, 2023 | 1 | Mar 17, 2023 | 1 | Mar 20, 2023 | 2 |
| -0.21% | Jun 4, 2014 | 5 | Jun 11, 2014 | 18 | Jul 8, 2014 | 23 |
| -0.21% | Mar 14, 2023 | 1 | Mar 15, 2023 | 1 | Mar 16, 2023 | 2 |
| -0.21% | Feb 20, 2019 | 2 | Feb 22, 2019 | 1 | Feb 25, 2019 | 3 |
| -0.20% | Mar 29, 2016 | 12 | Apr 14, 2016 | 9 | Apr 27, 2016 | 21 |
| -0.20% | Mar 8, 2017 | 1 | Mar 9, 2017 | 4 | Mar 15, 2017 | 5 |
| -0.19% | Feb 17, 2023 | 13 | Mar 9, 2023 | 2 | Mar 13, 2023 | 15 |
| -0.18% | Oct 8, 2014 | 7 | Oct 17, 2014 | 6 | Oct 27, 2014 | 13 |
| -0.17% | Mar 20, 2023 | 2 | Mar 22, 2023 | 1 | Mar 23, 2023 | 3 |
| -0.17% | Nov 8, 2016 | 25 | Dec 14, 2016 | 15 | Jan 6, 2017 | 40 |
| -0.16% | Jun 8, 2016 | 4 | Jun 14, 2016 | 8 | Jun 24, 2016 | 12 |
| -0.16% | Aug 11, 2017 | 1 | Aug 14, 2017 | 23 | Sep 15, 2017 | 24 |
| -0.16% | Feb 26, 2018 | 2 | Feb 28, 2018 | 27 | Apr 9, 2018 | 29 |