Performance analysis of HRTS (TEMA HEART & HEALTH ETF)
Annual Return
Since Nov 21, 2023, HRTS has had an average annual return of +13.29%, underperforming the benchmark SPY, which returned +22.23% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.30% | +23.90% | -4.31% | +14.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.80% | +1.46% | -6.67% | -0.08% | +1.98% | +5.68% | -0.48% | +2.30% | |||||
| 2025 | +5.40% | +1.16% | -4.71% | -0.44% | -4.86% | +2.87% | -2.55% | +6.14% | +4.69% | +5.27% | +10.16% | -0.31% | +23.90% |
| 2024 | +2.17% | +8.16% | +1.04% | -8.54% | +2.11% | +4.45% | +2.73% | +3.18% | -4.92% | -2.89% | -0.39% | -9.87% | -4.31% |
| 2023 | +0.62% | +14.26% | +14.97% |
Drawdown analysis of HRTS (TEMA HEART & HEALTH ETF)
The maximum drawdown for the HRTS was -25.82%, occurring on Apr 8, 2025. Recovery took 160 trading sessions.
The current HRTS drawdown is -3.90%.
Since Nov 21, 2023 HRTS has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.82% | Jul 16, 2024 | 183 | Apr 8, 2025 | 160 | Nov 25, 2025 | 343 |
| -11.72% | Mar 1, 2024 | 34 | Apr 19, 2024 | 56 | Jul 11, 2024 | 90 |
| -11.01% | Jan 7, 2026 | 55 | Mar 27, 2026 | 66 | Jul 2, 2026 | 121 |
| -4.64% | Jul 7, 2026 | 5 | Jul 14, 2026 | Ongoing | Ongoing | Ongoing |
| -4.13% | Nov 26, 2025 | 8 | Dec 9, 2025 | 11 | Dec 24, 2025 | 19 |
| -3.34% | Jan 9, 2024 | 6 | Jan 18, 2024 | 7 | Jan 29, 2024 | 13 |
| -2.72% | Feb 12, 2024 | 1 | Feb 13, 2024 | 8 | Feb 26, 2024 | 9 |
| -2.56% | Feb 27, 2024 | 2 | Feb 29, 2024 | 1 | Mar 1, 2024 | 3 |
| -2.24% | Jan 29, 2024 | 2 | Jan 31, 2024 | 4 | Feb 6, 2024 | 6 |
| -2.19% | Dec 27, 2023 | 4 | Jan 3, 2024 | 3 | Jan 8, 2024 | 7 |
| -2.15% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -1.55% | Dec 7, 2023 | 2 | Dec 11, 2023 | 2 | Dec 13, 2023 | 4 |
| -1.54% | Dec 24, 2025 | 6 | Jan 5, 2026 | 1 | Jan 6, 2026 | 7 |
| -1.51% | Nov 24, 2023 | 2 | Nov 28, 2023 | 3 | Dec 1, 2023 | 5 |
| -1.13% | Feb 6, 2024 | 1 | Feb 7, 2024 | 1 | Feb 8, 2024 | 2 |
| -0.82% | Dec 14, 2023 | 2 | Dec 18, 2023 | 1 | Dec 19, 2023 | 3 |
| -0.60% | Jul 2, 2026 | 1 | Jul 6, 2026 | 1 | Jul 7, 2026 | 2 |
| -0.31% | Dec 4, 2023 | 1 | Dec 5, 2023 | 2 | Dec 7, 2023 | 3 |