Performance analysis of IPO (RENAISSANCE IPO ETF)
Annual Return
Over the past 3 years, IPO has had an average annual return of +16.31%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IPO has had an average annual return of -2.94%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IPO has had an average annual return of +10.65%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 16, 2013, IPO has had an average annual return of +8.45%, underperforming the benchmark SPY, which returned +14.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.23% | +5.45% | +15.68% | +52.55% | -57.26% | -10.31% | +107.88% | +34.12% | -17.25% | +37.16% | -0.64% | -8.36% |
| 2014 | 2013 | ||||||||||
| +6.94% | +7.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.19% | -2.51% | -3.72% | +15.74% | +16.77% | +5.04% | -8.51% | +19.23% | |||||
| 2025 | +7.69% | -10.22% | -10.70% | +2.16% | +11.37% | +5.33% | +2.42% | +8.17% | -0.12% | -1.25% | -5.72% | -1.06% | +5.45% |
| 2024 | -9.71% | +15.24% | +5.81% | -10.48% | +5.54% | +2.77% | -0.17% | +3.81% | +2.68% | +4.34% | +2.97% | -5.35% | +15.68% |
| 2023 | +15.90% | -1.47% | +3.68% | -5.17% | +7.79% | +9.31% | +12% | -10.76% | -2.18% | -6.93% | +13.41% | +11.73% | +52.55% |
| 2022 | -19.59% | -1.36% | -3.92% | -19.26% | -12.64% | -3.15% | +8.23% | -1.50% | -11.53% | -1.44% | -1.29% | -10.54% | -57.26% |
| 2021 | +5.54% | -1.87% | -6.90% | +0.23% | -1.27% | +7.59% | -5.21% | +6.50% | -3.77% | +6.61% | -8.05% | -8.25% | -10.31% |
| 2020 | +5.37% | -4.52% | -15.61% | +17.16% | +19.03% | +10.10% | +9.59% | +9.31% | +7.93% | -3.06% | +27.23% | +0.02% | +107.88% |
| 2019 | +17.97% | +10.53% | +0.59% | +2.85% | -5.29% | +6.32% | +2.56% | -5.46% | -8.00% | +5.22% | +5.94% | -0.72% | +34.12% |
| 2018 | +0.42% | +0.24% | +1.20% | -0.31% | +1.75% | +2.42% | -0.74% | +4.03% | -1.41% | -12.69% | -0.41% | -11.66% | -17.25% |
| 2017 | +3.63% | +5.50% | +2.40% | +2.94% | +5.76% | -0.14% | +2.82% | +1.34% | +1.96% | +5.44% | -0.85% | +1.48% | +37.16% |
Drawdown analysis of IPO (RENAISSANCE IPO ETF)
The maximum drawdown for the IPO was -68.76%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current IPO drawdown is -27.96%.
Since Oct 16, 2013 IPO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 4 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.76% | Feb 12, 2021 | 472 | Dec 28, 2022 | Ongoing | Ongoing | Ongoing |
| -38.48% | Feb 19, 2020 | 20 | Mar 18, 2020 | 44 | May 20, 2020 | 64 |
| -36.72% | Apr 16, 2015 | 208 | Feb 11, 2016 | 316 | May 15, 2017 | 524 |
| -31.34% | Jun 18, 2018 | 131 | Dec 24, 2018 | 89 | May 3, 2019 | 220 |
| -17.58% | Jul 26, 2019 | 47 | Oct 2, 2019 | 73 | Jan 16, 2020 | 120 |
| -13.18% | Mar 5, 2014 | 46 | May 9, 2014 | 83 | Sep 8, 2014 | 129 |
| -11.58% | Oct 13, 2020 | 13 | Oct 30, 2020 | 15 | Nov 20, 2020 | 28 |
| -10.96% | Sep 11, 2014 | 22 | Oct 13, 2014 | 22 | Nov 12, 2014 | 44 |
| -10.76% | Sep 1, 2020 | 4 | Sep 8, 2020 | 15 | Sep 29, 2020 | 19 |
| -9.40% | Dec 22, 2020 | 9 | Jan 6, 2021 | 10 | Jan 21, 2021 | 19 |
| -8.13% | Aug 5, 2020 | 4 | Aug 11, 2020 | 11 | Aug 26, 2020 | 15 |
| -7.39% | May 3, 2019 | 20 | Jun 3, 2019 | 11 | Jun 18, 2019 | 31 |
| -7.02% | Jan 23, 2018 | 9 | Feb 5, 2018 | 20 | Mar 6, 2018 | 29 |
| -6.79% | Nov 24, 2014 | 15 | Dec 16, 2014 | 38 | Feb 11, 2015 | 53 |
| -6.75% | Jul 9, 2020 | 11 | Jul 24, 2020 | 6 | Aug 3, 2020 | 17 |
| -6.72% | Mar 12, 2018 | 19 | Apr 9, 2018 | 40 | Jun 5, 2018 | 59 |
| -5.58% | Jun 8, 2020 | 3 | Jun 11, 2020 | 2 | Jun 15, 2020 | 5 |
| -5.09% | Jan 25, 2021 | 2 | Jan 27, 2021 | 6 | Feb 4, 2021 | 8 |
| -5.00% | Jun 20, 2019 | 4 | Jun 26, 2019 | 9 | Jul 10, 2019 | 13 |
| -4.96% | Nov 24, 2017 | 6 | Dec 4, 2017 | 33 | Jan 23, 2018 | 39 |
| -4.70% | Jun 23, 2020 | 4 | Jun 29, 2020 | 4 | Jul 6, 2020 | 8 |
| -4.63% | Jan 16, 2014 | 8 | Jan 29, 2014 | 11 | Feb 13, 2014 | 19 |
| -4.20% | Oct 24, 2013 | 10 | Nov 7, 2013 | 6 | Nov 15, 2013 | 16 |
| -4.04% | Jun 2, 2017 | 23 | Jul 6, 2017 | 9 | Jul 19, 2017 | 32 |
| -3.45% | Jan 21, 2020 | 4 | Jan 27, 2020 | 6 | Feb 4, 2020 | 10 |