Performance analysis of MDLV (MORGAN DEMPSEY LARGE CAP VALUE ETF)
Annual Return
Over the past 3 years, MDLV has had an average annual return of +12.70%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Apr 26, 2023, MDLV has had an average annual return of +11.06%, underperforming the benchmark SPY, which returned +23.74% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.21% | +13.31% | +10.17% | +0.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6% | +3.29% | -2.09% | +2.04% | +0.24% | +0.51% | +10.21% | ||||||
| 2025 | +2.51% | +4.62% | -1.16% | -3.61% | +1.37% | +2.46% | +0.63% | +2.48% | +1.47% | -0.99% | +2.89% | +0.18% | +13.31% |
| 2024 | +1.12% | +0.28% | +4.82% | -2.18% | +1.53% | -0.87% | +4.97% | +3.06% | +2.41% | -1.32% | +2.15% | -5.74% | +10.17% |
| 2023 | +1.46% | -6.54% | +3.08% | +1.50% | -1.32% | -3.01% | -2.26% | +5.11% | +3.23% | +0.69% |
Drawdown analysis of MDLV (MORGAN DEMPSEY LARGE CAP VALUE ETF)
The maximum drawdown for the MDLV was -10.70%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current MDLV drawdown is -1.09%.
Since Apr 26, 2023 MDLV has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.70% | Feb 28, 2025 | 27 | Apr 8, 2025 | 59 | Jul 3, 2025 | 86 |
| -10.05% | Apr 28, 2023 | 126 | Oct 27, 2023 | 44 | Jan 2, 2024 | 170 |
| -7.77% | Oct 18, 2024 | 56 | Jan 10, 2025 | 30 | Feb 25, 2025 | 86 |
| -4.27% | Mar 2, 2026 | 14 | Mar 20, 2026 | 40 | May 18, 2026 | 54 |
| -3.88% | Mar 28, 2024 | 12 | Apr 16, 2024 | 18 | May 10, 2024 | 30 |
| -3.79% | May 17, 2024 | 20 | Jun 17, 2024 | 19 | Jul 16, 2024 | 39 |
| -2.89% | Jul 23, 2025 | 7 | Aug 1, 2025 | 15 | Aug 22, 2025 | 22 |
| -2.78% | Aug 1, 2024 | 2 | Aug 5, 2024 | 9 | Aug 16, 2024 | 11 |
| -2.42% | Oct 27, 2025 | 6 | Nov 4, 2025 | 6 | Nov 12, 2025 | 12 |
| -2.34% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -2.27% | Jan 30, 2024 | 10 | Feb 13, 2024 | 7 | Feb 23, 2024 | 17 |
| -2.20% | Jul 17, 2024 | 4 | Jul 23, 2024 | 3 | Jul 26, 2024 | 7 |
| -1.88% | May 22, 2026 | 5 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -1.80% | Jan 8, 2024 | 7 | Jan 18, 2024 | 5 | Jan 25, 2024 | 12 |
| -1.69% | Nov 12, 2025 | 6 | Nov 20, 2025 | 3 | Nov 25, 2025 | 9 |
| -1.35% | Aug 22, 2025 | 10 | Sep 8, 2025 | 3 | Sep 11, 2025 | 13 |
| -1.31% | Nov 28, 2025 | 2 | Dec 2, 2025 | 7 | Dec 11, 2025 | 9 |
| -1.26% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -1.24% | Dec 15, 2025 | 1 | Dec 16, 2025 | 6 | Dec 24, 2025 | 7 |
| -1.18% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.01% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -0.99% | Feb 11, 2026 | 1 | Feb 12, 2026 | 11 | Mar 2, 2026 | 12 |
| -0.99% | Oct 1, 2024 | 5 | Oct 8, 2024 | 4 | Oct 14, 2024 | 9 |
| -0.91% | Feb 23, 2024 | 2 | Feb 27, 2024 | 6 | Mar 6, 2024 | 8 |
| -0.90% | Aug 30, 2024 | 4 | Sep 6, 2024 | 1 | Sep 9, 2024 | 5 |