Performance analysis of MVPA (MILLER VALUE PARTNERS APPRECIATION ETF)
Annual Return
Since Jan 31, 2024, MVPA has had an average annual return of +16.42%, underperforming the benchmark SPY, which returned +20.45% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.54% | -2.92% | +40.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.38% | -6.73% | -0.26% | +9.32% | -3.19% | +0.96% | +5.72% | +6.54% | |||||
| 2025 | +5.19% | -9.14% | -4.72% | -2.34% | +8.09% | +4.46% | -2.48% | +4.16% | -1.05% | -2.34% | -2.13% | +0.64% | -2.92% |
| 2024 | +0% | +16.78% | +12.62% | -6.44% | +3.01% | -3.14% | +8.32% | -3.89% | +3.36% | +1.35% | +11.47% | -5.70% | +40.72% |
Drawdown analysis of MVPA (MILLER VALUE PARTNERS APPRECIATION ETF)
The maximum drawdown for the MVPA was -25.91%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current MVPA drawdown is -4.13%.
Since Jan 31, 2024 MVPA has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.91% | Feb 14, 2025 | 36 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -9.67% | Jul 31, 2024 | 5 | Aug 7, 2024 | 42 | Oct 7, 2024 | 47 |
| -8.22% | Mar 27, 2024 | 14 | Apr 17, 2024 | 72 | Jul 31, 2024 | 86 |
| -7.93% | Dec 4, 2024 | 24 | Jan 10, 2025 | 24 | Feb 14, 2025 | 48 |
| -4.72% | Mar 4, 2024 | 1 | Mar 5, 2024 | 3 | Mar 8, 2024 | 4 |
| -4.45% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -4.22% | Mar 13, 2024 | 3 | Mar 18, 2024 | 3 | Mar 21, 2024 | 6 |
| -2.88% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -2.56% | Feb 15, 2024 | 3 | Feb 21, 2024 | 3 | Feb 26, 2024 | 6 |
| -2.39% | Oct 11, 2024 | 7 | Oct 22, 2024 | 10 | Nov 5, 2024 | 17 |
| -2.27% | Nov 25, 2024 | 1 | Nov 26, 2024 | 4 | Dec 3, 2024 | 5 |
| -2.05% | Feb 1, 2024 | 2 | Feb 5, 2024 | 3 | Feb 8, 2024 | 5 |
| -1.52% | Mar 21, 2024 | 1 | Mar 22, 2024 | 1 | Mar 25, 2024 | 2 |
| -0.97% | Oct 9, 2024 | 1 | Oct 10, 2024 | 1 | Oct 11, 2024 | 2 |
| -0.35% | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 | Nov 11, 2024 | 3 |