Performance analysis of IVSS (APPLIED FINANCE IVS US SMID ETF)
Annual Return
Since Dec 4, 2025, IVSS has had an average annual return of +19.98%, outperforming the benchmark SPY, which returned +9.33% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20% | -0.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.07% | +1.44% | -4.37% | +7.77% | +1.20% | +5.75% | +1.12% | +20% | |||||
| 2025 | -0.02% | -0.02% |
Drawdown analysis of IVSS (APPLIED FINANCE IVS US SMID ETF)
The maximum drawdown for the IVSS was -8.31%, occurring on Mar 20, 2026. Recovery took 19 trading sessions.
The current IVSS drawdown is -1.23%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.31% | Feb 20, 2026 | 20 | Mar 20, 2026 | 19 | Apr 17, 2026 | 39 |
| -3.51% | May 8, 2026 | 7 | May 19, 2026 | 8 | Jun 1, 2026 | 15 |
| -2.85% | Dec 11, 2025 | 13 | Dec 31, 2025 | 5 | Jan 8, 2026 | 18 |
| -2.05% | Jan 22, 2026 | 4 | Jan 28, 2026 | 7 | Feb 6, 2026 | 11 |
| -1.99% | Feb 6, 2026 | 4 | Feb 12, 2026 | 3 | Feb 18, 2026 | 7 |
| -1.86% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.58% | Jul 6, 2026 | 2 | Jul 8, 2026 | 5 | Jul 15, 2026 | 7 |
| -1.56% | Jun 12, 2026 | 3 | Jun 17, 2026 | 4 | Jun 24, 2026 | 7 |
| -1.55% | Jun 4, 2026 | 1 | Jun 5, 2026 | 4 | Jun 11, 2026 | 5 |
| -1.46% | Apr 27, 2026 | 2 | Apr 29, 2026 | 4 | May 5, 2026 | 6 |
| -1.23% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.96% | Jun 2, 2026 | 1 | Jun 3, 2026 | 1 | Jun 4, 2026 | 2 |
| -0.82% | Apr 20, 2026 | 3 | Apr 23, 2026 | 2 | Apr 27, 2026 | 5 |
| -0.64% | Dec 4, 2025 | 2 | Dec 8, 2025 | 2 | Dec 10, 2025 | 4 |
| -0.27% | Feb 18, 2026 | 1 | Feb 19, 2026 | 1 | Feb 20, 2026 | 2 |
| -0.26% | Jun 26, 2026 | 1 | Jun 29, 2026 | 1 | Jun 30, 2026 | 2 |
| -0.02% | Jan 12, 2026 | 1 | Jan 13, 2026 | 1 | Jan 14, 2026 | 2 |