Performance analysis of OALC (ONEASCENT LARGE CAP CORE ETF)
Annual Return
Over the past 3 years, OALC has had an average annual return of +23.87%, outperforming the benchmark SPY, which returned +22.45% annual.
Since Nov 16, 2021, OALC has had an average annual return of +11.72%, underperforming the benchmark SPY, which returned +12.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.59% | +20.37% | +19.64% | +22.03% | -18.08% | -0.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.96% | -0.39% | -4.81% | +12.54% | +5.66% | +0.55% | +15.59% | ||||||
| 2025 | +3.14% | -1.40% | -5.16% | +0.21% | +6.98% | +5.92% | +2.33% | +1.60% | +3.17% | +2.45% | -0.45% | +0.46% | +20.37% |
| 2024 | +2.34% | +3.60% | +3.44% | -4.55% | +3.79% | +3.07% | +0.68% | +2.13% | +1.83% | -0.08% | +5.36% | -3.10% | +19.64% |
| 2023 | +7.03% | -1.38% | +1.94% | -2.21% | -0.65% | +7.04% | +2.56% | -0.72% | -3.76% | -2.04% | +9.30% | +3.93% | +22.03% |
| 2022 | -8.58% | -2.38% | +2.16% | -6.70% | +0.44% | -7.93% | +6.95% | -3.76% | -8.52% | +7.38% | +7.17% | -3.89% | -18.08% |
| 2021 | -3.82% | +3.41% | -0.54% |
Drawdown analysis of OALC (ONEASCENT LARGE CAP CORE ETF)
The maximum drawdown for the OALC was -26.82%, occurring on Oct 14, 2022. Recovery took 311 trading sessions.
The current OALC drawdown is -0.63%.
Since Nov 16, 2021 OALC has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.82% | Nov 16, 2021 | 229 | Oct 14, 2022 | 311 | Jan 11, 2024 | 540 |
| -17.63% | Jan 23, 2025 | 52 | Apr 8, 2025 | 42 | Jun 9, 2025 | 94 |
| -8.76% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.42% | Feb 2, 2026 | 39 | Mar 30, 2026 | 9 | Apr 13, 2026 | 48 |
| -5.92% | Mar 27, 2024 | 16 | Apr 19, 2024 | 32 | Jun 5, 2024 | 48 |
| -5.55% | Oct 29, 2025 | 16 | Nov 20, 2025 | 13 | Dec 10, 2025 | 29 |
| -4.44% | Dec 6, 2024 | 22 | Jan 10, 2025 | 6 | Jan 21, 2025 | 28 |
| -2.97% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -2.85% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.82% | Feb 9, 2024 | 7 | Feb 21, 2024 | 7 | Mar 1, 2024 | 14 |
| -2.47% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.44% | Nov 11, 2024 | 4 | Nov 15, 2024 | 9 | Nov 29, 2024 | 13 |
| -2.29% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |
| -2.24% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.17% | Jul 28, 2025 | 4 | Aug 1, 2025 | 1 | Aug 4, 2025 | 5 |
| -2.07% | Jan 30, 2024 | 1 | Jan 31, 2024 | 6 | Feb 8, 2024 | 7 |
| -1.55% | Sep 22, 2025 | 3 | Sep 25, 2025 | 7 | Oct 6, 2025 | 10 |
| -1.54% | Mar 12, 2024 | 3 | Mar 15, 2024 | 3 | Mar 20, 2024 | 6 |
| -1.44% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.38% | Aug 4, 2025 | 1 | Aug 5, 2025 | 5 | Aug 12, 2025 | 6 |
| -1.35% | Aug 28, 2025 | 2 | Sep 2, 2025 | 4 | Sep 8, 2025 | 6 |
| -1.34% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.23% | Dec 26, 2025 | 3 | Dec 31, 2025 | 3 | Jan 6, 2026 | 6 |
| -1.05% | Apr 24, 2026 | 2 | Apr 28, 2026 | 2 | Apr 30, 2026 | 4 |
| -0.93% | Sep 26, 2024 | 7 | Oct 7, 2024 | 1 | Oct 8, 2024 | 8 |