Performance analysis of HOMZ (HOYA CAPITAL HOUSING ETF)
Annual Return
Over the past 3 years, HOMZ has had an average annual return of +6.96%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HOMZ has had an average annual return of +4.73%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Mar 20, 2019, HOMZ has had an average annual return of +11.05%, underperforming the benchmark SPY, which returned +15.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.84% | +2.73% | +9.49% | +36.47% | -28.16% | +41.04% | +15.77% | +17.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.31% | +1.83% | -11.02% | +6.82% | -2.37% | +9.30% | -4.55% | +1.84% | |||||
| 2025 | +3.15% | -0.69% | -3.10% | -3.76% | -0.93% | +2.62% | +1.11% | +9.29% | -1.47% | -4.60% | +4.71% | -2.74% | +2.73% |
| 2024 | -3.48% | +4.44% | +6.06% | -6.37% | +2.83% | -0.69% | +11.18% | +3.32% | +4.09% | -5.86% | +7.16% | -11.21% | +9.49% |
| 2023 | +14.57% | -2.98% | -2.20% | +3.80% | -2.88% | +12.71% | +3.56% | -3.33% | -7.82% | -7.13% | +12.85% | +14.22% | +36.47% |
| 2022 | -8.37% | -3.85% | -2.17% | -5.03% | -1.25% | -11.57% | +12.88% | -6.03% | -10.38% | +5.17% | +5.99% | -5.15% | -28.16% |
| 2021 | +3.38% | +5.27% | +8.02% | +6.25% | +0.99% | -0.94% | +2.59% | +2.20% | -5.46% | +7.25% | -0.27% | +6.44% | +41.04% |
| 2020 | +1.96% | -9.37% | -28.70% | +17.03% | +11.12% | +4.03% | +8.60% | +5.91% | -0.18% | -1.90% | +11.83% | +3.13% | +15.77% |
| 2019 | +1.83% | +3.93% | -4.37% | +5.16% | +2.90% | +0.66% | +4.48% | +2.02% | +0.39% | -0.22% | +17.70% |
Drawdown analysis of HOMZ (HOYA CAPITAL HOUSING ETF)
The maximum drawdown for the HOMZ was -48.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The current HOMZ drawdown is -7.98%.
Since Mar 20, 2019 HOMZ has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.11% | Feb 20, 2020 | 22 | Mar 23, 2020 | 136 | Oct 5, 2020 | 158 |
| -33.77% | Jan 4, 2022 | 200 | Oct 20, 2022 | 345 | Mar 7, 2024 | 545 |
| -22.90% | Nov 25, 2024 | 90 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -9.06% | Oct 12, 2020 | 14 | Oct 30, 2020 | 11 | Nov 16, 2020 | 25 |
| -8.98% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -7.81% | Sep 19, 2024 | 31 | Nov 1, 2024 | 16 | Nov 25, 2024 | 47 |
| -7.07% | May 15, 2024 | 9 | May 29, 2024 | 31 | Jul 15, 2024 | 40 |
| -6.45% | Sep 2, 2021 | 19 | Sep 30, 2021 | 16 | Oct 22, 2021 | 35 |
| -5.62% | Jul 30, 2024 | 6 | Aug 7, 2024 | 10 | Aug 21, 2024 | 16 |
| -5.55% | May 10, 2021 | 2 | May 12, 2021 | 18 | Jun 8, 2021 | 20 |
| -5.27% | Nov 24, 2021 | 4 | Dec 1, 2021 | 4 | Dec 7, 2021 | 8 |
| -5.17% | May 3, 2019 | 19 | May 31, 2019 | 14 | Jun 20, 2019 | 33 |
| -4.64% | Dec 8, 2021 | 8 | Dec 20, 2021 | 5 | Dec 28, 2021 | 13 |
| -4.58% | Jun 8, 2021 | 8 | Jun 18, 2021 | 28 | Jul 29, 2021 | 36 |
| -4.45% | Feb 24, 2021 | 6 | Mar 4, 2021 | 3 | Mar 9, 2021 | 9 |
| -4.13% | Jul 30, 2019 | 11 | Aug 14, 2019 | 6 | Aug 22, 2019 | 17 |
| -3.83% | Jan 25, 2021 | 4 | Jan 29, 2021 | 5 | Feb 5, 2021 | 9 |
| -3.64% | Mar 15, 2021 | 7 | Mar 24, 2021 | 2 | Mar 26, 2021 | 9 |
| -3.38% | Dec 17, 2020 | 10 | Jan 4, 2021 | 3 | Jan 7, 2021 | 13 |
| -3.03% | Jun 20, 2019 | 4 | Jun 26, 2019 | 4 | Jul 2, 2019 | 8 |
| -2.86% | Oct 22, 2019 | 12 | Nov 7, 2019 | 44 | Jan 13, 2020 | 56 |
| -2.63% | Jan 23, 2020 | 6 | Jan 31, 2020 | 4 | Feb 6, 2020 | 10 |
| -2.61% | Aug 26, 2024 | 8 | Sep 6, 2024 | 5 | Sep 13, 2024 | 13 |
| -2.60% | Aug 11, 2021 | 6 | Aug 19, 2021 | 4 | Aug 25, 2021 | 10 |
| -2.56% | Mar 13, 2024 | 3 | Mar 18, 2024 | 2 | Mar 20, 2024 | 5 |