Performance analysis of ISMD (INSPIRE SMALL/MID CAP ETF)
Annual Return
Over the past 3 years, ISMD has had an average annual return of +16.13%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ISMD has had an average annual return of +7.63%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 28, 2017, ISMD has had an average annual return of +9.41%, underperforming the benchmark SPY, which returned +15.15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.54% | +4.13% | +9.54% | +16.74% | -13.45% | +29.39% | +7.50% | +24.62% | -12.61% | +8.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.36% | +0.96% | -4.16% | +11.76% | +5.35% | -0.64% | +21.54% | ||||||
| 2025 | +1.93% | -4.64% | -6.09% | -4.35% | +4.54% | +4.48% | +0.54% | +9.10% | +0.01% | -2.06% | +0.79% | +0.83% | +4.13% |
| 2024 | -3.91% | +3.66% | +4.56% | -5.92% | +4.69% | -1.97% | +10.79% | -1.66% | +0.78% | -2.53% | +9.99% | -7.47% | +9.54% |
| 2023 | +10.16% | -1.55% | -4.59% | -2.26% | -2.24% | +8.68% | +6.50% | -5.09% | -6.10% | -5.96% | +8.36% | +12.32% | +16.74% |
| 2022 | -7.15% | +0.92% | +0.83% | -6.99% | +1.33% | -8.20% | +10.60% | -3.61% | -9.74% | +10.59% | +3.91% | -4.23% | -13.45% |
| 2021 | +5.38% | +8.16% | +4.75% | +1.72% | +2.46% | -0.72% | -2.44% | +1.46% | -2.31% | +3.95% | -1.83% | +6.15% | +29.39% |
| 2020 | -4.46% | -10.94% | -19.25% | +11.32% | +5.23% | +0.55% | +3.28% | +3.40% | -5.55% | +2% | +19.75% | +7.83% | +7.50% |
| 2019 | +12.56% | +4.60% | -2.05% | +3.79% | -8.74% | +7.51% | +0.15% | -5.15% | +4.13% | +1.38% | +3.31% | +2.43% | +24.62% |
| 2018 | +2.86% | -3.50% | +0.04% | +1.64% | +5.54% | +1.23% | +1.62% | +4.27% | -1.96% | -11.38% | +2.56% | -14.15% | -12.61% |
| 2017 | +0% | -0.60% | +0.80% | -2.82% | +4.24% | -0.11% | -1.55% | +5.98% | +0.07% | +2.46% | -0.06% | +8.40% |
Drawdown analysis of ISMD (INSPIRE SMALL/MID CAP ETF)
The maximum drawdown for the ISMD was -44.59%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current ISMD drawdown is -1.62%.
Since Feb 28, 2017 ISMD has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.59% | Aug 29, 2018 | 392 | Mar 23, 2020 | 179 | Dec 4, 2020 | 571 |
| -26.65% | Nov 25, 2024 | 90 | Apr 8, 2025 | 187 | Jan 6, 2026 | 277 |
| -22.55% | Jan 4, 2022 | 186 | Sep 30, 2022 | 310 | Dec 26, 2023 | 496 |
| -10.18% | Jun 8, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -9.64% | Feb 10, 2026 | 27 | Mar 20, 2026 | 15 | Apr 13, 2026 | 42 |
| -9.14% | Jul 31, 2024 | 5 | Aug 7, 2024 | 49 | Oct 16, 2024 | 54 |
| -8.70% | Jan 22, 2018 | 13 | Feb 8, 2018 | 64 | May 11, 2018 | 77 |
| -8.47% | Nov 16, 2021 | 10 | Dec 1, 2021 | 23 | Jan 4, 2022 | 33 |
| -8.42% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -7.92% | Mar 15, 2021 | 7 | Mar 24, 2021 | 31 | May 7, 2021 | 38 |
| -7.04% | Jul 25, 2017 | 19 | Aug 21, 2017 | 25 | Sep 26, 2017 | 44 |
| -6.28% | Dec 28, 2023 | 12 | Jan 17, 2024 | 35 | Mar 7, 2024 | 47 |
| -5.53% | May 15, 2024 | 34 | Jul 5, 2024 | 5 | Jul 12, 2024 | 39 |
| -5.25% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -5.11% | Oct 3, 2017 | 31 | Nov 15, 2017 | 10 | Nov 30, 2017 | 41 |
| -4.76% | Nov 11, 2024 | 5 | Nov 18, 2024 | 5 | Nov 25, 2024 | 10 |
| -4.41% | Mar 1, 2017 | 15 | Mar 22, 2017 | 23 | Apr 25, 2017 | 38 |
| -4.18% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -4.08% | Apr 26, 2017 | 15 | May 17, 2017 | 16 | Jun 9, 2017 | 31 |
| -3.75% | Jun 20, 2018 | 6 | Jun 28, 2018 | 35 | Aug 17, 2018 | 41 |
| -3.60% | Oct 17, 2024 | 10 | Oct 31, 2024 | 4 | Nov 6, 2024 | 14 |
| -3.40% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -3.13% | May 8, 2026 | 7 | May 19, 2026 | 3 | May 22, 2026 | 10 |
| -3.00% | Jan 22, 2026 | 4 | Jan 28, 2026 | 7 | Feb 6, 2026 | 11 |
| -2.46% | Jul 16, 2024 | 3 | Jul 19, 2024 | 5 | Jul 26, 2024 | 8 |