Performance analysis of HVAL (ALPS Hillman Active Value ETF)
Annual Return
Over the past 3 years, HVAL has had an average annual return of +5.11%, underperforming the benchmark SPY, which returned +6.34% annual.
Since Jul 16, 2021, HVAL has had an average annual return of +2.22%, underperforming the benchmark SPY, which returned +3.94% annual.
| 2023 | 2022 | 2021 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.37% | -12.07% | +1.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +9.93% | -3.79% | +2.39% | +0.92% | -0.41% | +6.10% | +1.63% | +17.37% | |||||
| 2022 | +1.19% | -2.14% | +1.55% | -7.63% | +1.70% | -8.28% | +6.37% | -5.12% | -10.17% | +8.51% | +8.59% | -5.01% | -12.07% |
| 2021 | +1.14% | +1.28% | -3.33% | +3.09% | -5.02% | +4.49% | +1.31% |
Drawdown analysis of HVAL (ALPS Hillman Active Value ETF)
The maximum drawdown for the HVAL was -24.70%, occurring on Oct 12, 2022. This drawdown has not yet recovered.
The current HVAL drawdown is -0.95%.
Since Jul 16, 2021 HVAL has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.70% | Jan 14, 2022 | 186 | Oct 12, 2022 | Ongoing | Ongoing | Ongoing |
| -9.14% | Nov 5, 2021 | 17 | Dec 1, 2021 | 31 | Jan 14, 2022 | 48 |
| -4.37% | Sep 2, 2021 | 12 | Sep 21, 2021 | 21 | Oct 20, 2021 | 33 |
| -2.01% | Aug 16, 2021 | 3 | Aug 19, 2021 | 10 | Sep 2, 2021 | 13 |
| -1.97% | Jul 16, 2021 | 1 | Jul 19, 2021 | 2 | Jul 21, 2021 | 3 |
| -1.90% | Oct 20, 2021 | 5 | Oct 27, 2021 | 4 | Nov 2, 2021 | 9 |
| -1.09% | Jul 29, 2021 | 4 | Aug 4, 2021 | 5 | Aug 11, 2021 | 9 |
| -0.52% | Nov 3, 2021 | 1 | Nov 4, 2021 | 1 | Nov 5, 2021 | 2 |
| -0.18% | Jul 26, 2021 | 1 | Jul 27, 2021 | 1 | Jul 28, 2021 | 2 |
| -0.08% | Jul 21, 2021 | 1 | Jul 22, 2021 | 1 | Jul 23, 2021 | 2 |