Performance analysis of JOET (VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF)
Annual Return
Over the past 3 years, JOET has had an average annual return of +18.64%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, JOET has had an average annual return of +10.90%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Nov 18, 2020, JOET has had an average annual return of +12.39%, underperforming the benchmark SPY, which returned +16.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.43% | +11.88% | +24% | +16.37% | -18.04% | +26.79% | +6% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.48% | +1.26% | -6.32% | +7.09% | +4.25% | +0.96% | +7.43% | ||||||
| 2025 | +5.59% | -2.81% | -5.67% | +0.96% | +6.90% | +3.63% | +0.51% | +1.70% | +2.87% | -0.64% | -0.78% | -0.31% | +11.88% |
| 2024 | +1.38% | +7.29% | +3.14% | -5.31% | +2.73% | +2.54% | +1.28% | +3.48% | +2.22% | +0.08% | +10.27% | -6.27% | +24% |
| 2023 | +4.97% | -2.42% | +0.51% | +0.08% | -1.72% | +6.32% | +3.09% | -1.92% | -4.13% | -4.44% | +9.65% | +6.41% | +16.37% |
| 2022 | -10.08% | -2.08% | +3.35% | -9.05% | -0.04% | -8.17% | +9.05% | -2.86% | -7.56% | +9.69% | +6.13% | -5.37% | -18.04% |
| 2021 | -2.60% | +0.55% | +3.90% | +4.93% | +0.76% | +3.44% | +4.12% | +3.57% | -5.80% | +8.53% | -0.69% | +4.07% | +26.79% |
| 2020 | +2.19% | +3.73% | +6% |
Drawdown analysis of JOET (VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF)
The maximum drawdown for the JOET was -26.59%, occurring on Jun 17, 2022. Recovery took 413 trading sessions.
Since Nov 18, 2020 JOET has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.59% | Dec 27, 2021 | 120 | Jun 17, 2022 | 413 | Feb 9, 2024 | 533 |
| -19.56% | Dec 6, 2024 | 82 | Apr 8, 2025 | 56 | Jun 30, 2025 | 138 |
| -10.42% | Jan 6, 2026 | 57 | Mar 30, 2026 | 26 | May 6, 2026 | 83 |
| -9.05% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -8.96% | Feb 12, 2021 | 13 | Mar 4, 2021 | 21 | Apr 5, 2021 | 34 |
| -7.36% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -6.68% | Mar 28, 2024 | 15 | Apr 19, 2024 | 51 | Jul 3, 2024 | 66 |
| -6.35% | Oct 27, 2025 | 18 | Nov 20, 2025 | 30 | Jan 6, 2026 | 48 |
| -5.64% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -4.99% | Apr 26, 2021 | 12 | May 12, 2021 | 21 | Jun 11, 2021 | 33 |
| -4.58% | Aug 30, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
| -4.50% | Jan 20, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -3.47% | Jul 25, 2025 | 5 | Aug 1, 2025 | 18 | Aug 27, 2025 | 23 |
| -3.43% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |
| -3.04% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -2.61% | May 6, 2026 | 9 | May 19, 2026 | 3 | May 22, 2026 | 12 |
| -2.41% | Jul 12, 2021 | 5 | Jul 19, 2021 | 2 | Jul 21, 2021 | 7 |
| -2.00% | Nov 11, 2024 | 4 | Nov 15, 2024 | 4 | Nov 21, 2024 | 8 |
| -1.91% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -1.90% | Jan 8, 2021 | 5 | Jan 15, 2021 | 2 | Jan 20, 2021 | 7 |
| -1.74% | Aug 16, 2021 | 2 | Aug 18, 2021 | 3 | Aug 23, 2021 | 5 |
| -1.55% | Dec 8, 2020 | 3 | Dec 11, 2020 | 3 | Dec 16, 2020 | 6 |
| -1.49% | Nov 8, 2021 | 2 | Nov 10, 2021 | 4 | Nov 16, 2021 | 6 |
| -1.47% | Feb 15, 2024 | 2 | Feb 20, 2024 | 2 | Feb 22, 2024 | 4 |
| -1.47% | Mar 1, 2024 | 2 | Mar 5, 2024 | 2 | Mar 7, 2024 | 4 |