Performance analysis of MBSX (REGAN FIXED RATE MBS ETF)
Annual Return
Since May 1, 2025, MBSX has had an average annual return of +9.44%, underperforming the benchmark SPY, which returned +30.31% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.19% | +8.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.83% | +0.82% | +5.50% | -4.70% | +30.82% | -23.57% | +2.19% | ||||||
| 2025 | +1.48% | +0.90% | +1.25% | +0.57% | +5.94% | -2.63% | +1.78% | -1.13% | +8.21% |
Drawdown analysis of MBSX (REGAN FIXED RATE MBS ETF)
The maximum drawdown for the MBSX was -27.57%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current MBSX drawdown is -23.57%.
Since May 1, 2025 MBSX has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.57% | May 29, 2026 | 2 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -15.55% | Feb 2, 2026 | 46 | Apr 9, 2026 | 35 | May 29, 2026 | 81 |
| -12.06% | May 7, 2025 | 2 | May 9, 2025 | 2 | May 13, 2025 | 4 |
| -10.36% | Nov 14, 2025 | 49 | Jan 28, 2026 | 3 | Feb 2, 2026 | 52 |
| -6.95% | May 14, 2025 | 5 | May 21, 2025 | 41 | Jul 22, 2025 | 46 |
| -6.46% | Jul 22, 2025 | 4 | Jul 28, 2025 | 43 | Sep 26, 2025 | 47 |
| -4.54% | Sep 26, 2025 | 13 | Oct 15, 2025 | 22 | Nov 14, 2025 | 35 |
| -2.53% | May 5, 2025 | 1 | May 6, 2025 | 1 | May 7, 2025 | 2 |
| -0.22% | May 1, 2025 | 1 | May 2, 2025 | 1 | May 5, 2025 | 2 |