Performance analysis of LOTI (Liberty One Tactical Income ETF)
Annual Return
Since Sep 30, 2025, LOTI has had an average annual return of +3.09%, underperforming the benchmark SPY, which returned +13.85% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.64% | +0.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.86% | +3.37% | -3.17% | +1.56% | -0.28% | -0.61% | +2.64% | ||||||
| 2025 | +0% | -0.01000% | +2.09% | -1.61% | +0.44% |
Drawdown analysis of LOTI (Liberty One Tactical Income ETF)
The maximum drawdown for the LOTI was -4.42%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current LOTI drawdown is -2.52%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.42% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -2.37% | Nov 26, 2025 | 8 | Dec 9, 2025 | 35 | Jan 30, 2026 | 43 |
| -1.74% | Oct 27, 2025 | 5 | Nov 3, 2025 | 16 | Nov 25, 2025 | 21 |
| -0.43% | Oct 20, 2025 | 3 | Oct 23, 2025 | 2 | Oct 27, 2025 | 5 |
| -0.41% | Feb 17, 2026 | 1 | Feb 18, 2026 | 3 | Feb 23, 2026 | 4 |
| -0.30% | Oct 1, 2025 | 1 | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 |
| -0.30% | Oct 14, 2025 | 2 | Oct 16, 2025 | 1 | Oct 17, 2025 | 3 |
| -0.26% | Oct 8, 2025 | 1 | Oct 9, 2025 | 3 | Oct 14, 2025 | 4 |
| -0.24% | Oct 3, 2025 | 1 | Oct 6, 2025 | 1 | Oct 7, 2025 | 2 |
| -0.21% | Feb 24, 2026 | 2 | Feb 26, 2026 | 1 | Feb 27, 2026 | 3 |
| -0.15% | Feb 9, 2026 | 1 | Feb 10, 2026 | 1 | Feb 11, 2026 | 2 |