Performance analysis of NZAC (SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF)
Annual Return
Over the past 3 years, NZAC has had an average annual return of +19.41%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NZAC has had an average annual return of +10.08%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, NZAC has had an average annual return of +12.26%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 26, 2014, NZAC has had an average annual return of +10.40%, underperforming the benchmark SPY, which returned +13.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.73% | +20.53% | +16.66% | +23.21% | -19.76% | +18.35% | +17.20% | +28.24% | -9.80% | +22.92% | +8.48% | -2.14% |
| 2014 | |||||||||||
| -2.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.03% | -0.30% | -5.91% | +10.30% | +4.26% | +0.69% | +9.73% | ||||||
| 2025 | +2.51% | -0.38% | -4.56% | +1.16% | +6.18% | +4.43% | +0.68% | +2.57% | +3.93% | +2.32% | -0.27% | +0.67% | +20.53% |
| 2024 | +0.00493% | +4.41% | +2.12% | -3.58% | +4.48% | +2.09% | +2.70% | +2.98% | +2.26% | -2.04% | +3.26% | -2.76% | +16.66% |
| 2023 | +7.60% | -3.27% | +3.64% | +1.58% | -0.52% | +5.45% | +2.79% | -2.38% | -5.05% | -3.06% | +10.10% | +5.41% | +23.21% |
| 2022 | -4.65% | -3.07% | +1.88% | -8.46% | -0.33% | -7.64% | +7.82% | -4.98% | -9.71% | +6.05% | +8.19% | -4.71% | -19.76% |
| 2021 | -0.14% | +2.23% | +2.60% | +4.01% | +1.83% | +1.22% | +0.68% | +2.46% | -4.25% | +5.24% | -2.33% | +3.82% | +18.35% |
| 2020 | -1.22% | -7.57% | -13.47% | +10.38% | +4.90% | +3.10% | +4.99% | +6.72% | -3.14% | -2.52% | +12.13% | +4.77% | +17.20% |
| 2019 | +8.70% | +2.78% | +2.56% | +2.10% | -5.98% | +6.67% | +0.59% | -2.32% | +2.25% | +2.55% | +2.48% | +3.52% | +28.24% |
| 2018 | +5.95% | -3.78% | -2.55% | +0.87% | -0.29% | -0.36% | +3.43% | +0.40% | +0.17% | -7.34% | +1.12% | -7.04% | -9.80% |
| 2017 | +2.43% | +3.17% | +1.69% | +1.33% | +2.14% | +0.72% | +2.53% | -0.04% | +1.87% | +2.10% | +1.33% | +1.58% | +22.92% |
Drawdown analysis of NZAC (SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF)
The maximum drawdown for the NZAC was -33.72%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
Since Nov 26, 2014 NZAC has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.72% | Feb 12, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -28.30% | Jan 4, 2022 | 194 | Oct 12, 2022 | 331 | Feb 7, 2024 | 525 |
| -19.53% | Jan 26, 2018 | 229 | Dec 24, 2018 | 131 | Jul 3, 2019 | 360 |
| -18.13% | May 19, 2015 | 182 | Feb 8, 2016 | 215 | Dec 13, 2016 | 397 |
| -16.19% | Feb 20, 2025 | 33 | Apr 8, 2025 | 28 | May 19, 2025 | 61 |
| -10.10% | Jan 27, 2026 | 43 | Mar 30, 2026 | 11 | Apr 15, 2026 | 54 |
| -7.72% | Jul 12, 2024 | 16 | Aug 5, 2024 | 10 | Aug 19, 2024 | 26 |
| -7.46% | Sep 2, 2020 | 14 | Sep 23, 2020 | 32 | Nov 6, 2020 | 46 |
| -6.50% | Jul 26, 2019 | 13 | Aug 14, 2019 | 50 | Oct 24, 2019 | 63 |
| -5.72% | Mar 27, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
| -5.69% | Sep 3, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
| -5.62% | Dec 6, 2024 | 23 | Jan 13, 2025 | 24 | Feb 18, 2025 | 47 |
| -5.49% | Oct 28, 2025 | 17 | Nov 20, 2025 | 23 | Dec 24, 2025 | 40 |
| -5.31% | Nov 26, 2014 | 12 | Dec 15, 2014 | 41 | Feb 13, 2015 | 53 |
| -5.06% | Feb 16, 2021 | 12 | Mar 4, 2021 | 21 | Apr 5, 2021 | 33 |
| -4.99% | Nov 8, 2021 | 16 | Dec 1, 2021 | 23 | Jan 4, 2022 | 39 |
| -3.85% | May 7, 2021 | 3 | May 12, 2021 | 12 | May 28, 2021 | 15 |
| -3.80% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -3.72% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.67% | Jan 21, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -3.03% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -3.01% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.89% | Oct 14, 2024 | 13 | Oct 31, 2024 | 5 | Nov 7, 2024 | 18 |
| -2.86% | Nov 11, 2024 | 4 | Nov 15, 2024 | 10 | Dec 2, 2024 | 14 |
| -2.83% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |