Performance analysis of OCIO (CLEARSHARES OCIO ETF)
Annual Return
Over the past 3 years, OCIO has had an average annual return of +14.06%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, OCIO has had an average annual return of +7.46%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jun 27, 2017, OCIO has had an average annual return of +8.03%, underperforming the benchmark SPY, which returned +15.36% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.50% | +12.67% | +12.77% | +12.03% | -12.48% | +13.16% | +11.55% | +18.56% | -10.35% | +8.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.94% | +1.18% | -4.52% | +6.51% | +3.93% | +0.45% | +9.50% | ||||||
| 2025 | +2.18% | -0.70% | -3.49% | +0.38% | +3.16% | +2.80% | +1.06% | +2.07% | +2.57% | +1.59% | -0.07% | +0.62% | +12.67% |
| 2024 | +0.50% | +2.48% | +1.84% | -3.31% | +3.64% | +2.72% | +0.86% | +1.87% | +1.60% | -1.58% | +3.37% | -1.64% | +12.77% |
| 2023 | +3.73% | -2.32% | +1.80% | +0.89% | -0.56% | +3.78% | +1.84% | -1.44% | -3.30% | -1.25% | +5.11% | +3.55% | +12.03% |
| 2022 | -4.27% | -2.06% | +1.33% | -5.33% | +0.31% | -4.58% | +3.95% | -2.19% | -5.18% | +3.99% | +3.91% | -2.42% | -12.48% |
| 2021 | -0.23% | +1.33% | +1.84% | +2.67% | +1.35% | +0.77% | +0.66% | +1.54% | -3.02% | +3.42% | -1.50% | +3.80% | +13.16% |
| 2020 | -0.26% | -4.53% | -8.67% | +8.05% | +2.24% | +1.85% | +3.28% | +3.37% | -1.82% | -1.76% | +7.56% | +2.92% | +11.55% |
| 2019 | +5.64% | +1.68% | +1.21% | +1.91% | -3.49% | +4.22% | +0.21% | -0.38% | +1.07% | +1.57% | +1.60% | +2.17% | +18.56% |
| 2018 | +2.84% | -2.07% | -1.75% | -0.12% | +0.35% | -0.38% | +1.47% | +1.35% | -0.26% | -5.49% | +0.66% | -7.02% | -10.35% |
| 2017 | -0.08% | +1.80% | +0.21% | +1.35% | +1.37% | +1.37% | +2.65% | +8.98% |
Drawdown analysis of OCIO (CLEARSHARES OCIO ETF)
The maximum drawdown for the OCIO was -24.21%, occurring on Mar 19, 2020. Recovery took 96 trading sessions.
The current OCIO drawdown is -0.40%.
Since Jun 27, 2017 OCIO has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.21% | Feb 12, 2020 | 25 | Mar 19, 2020 | 96 | Aug 5, 2020 | 121 |
| -18.75% | Dec 29, 2021 | 198 | Oct 12, 2022 | 351 | Mar 7, 2024 | 549 |
| -14.39% | Jan 26, 2018 | 235 | Jan 3, 2019 | 222 | Nov 19, 2019 | 457 |
| -13.32% | Feb 13, 2025 | 37 | Apr 8, 2025 | 56 | Jun 30, 2025 | 93 |
| -6.99% | Feb 25, 2026 | 23 | Mar 30, 2026 | 12 | Apr 16, 2026 | 35 |
| -6.70% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -4.75% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -4.35% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -4.27% | Oct 27, 2025 | 18 | Nov 20, 2025 | 22 | Dec 23, 2025 | 40 |
| -3.62% | Sep 3, 2021 | 20 | Oct 4, 2021 | 20 | Nov 1, 2021 | 40 |
| -3.52% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -3.19% | Dec 6, 2024 | 23 | Jan 13, 2025 | 6 | Jan 22, 2025 | 29 |
| -3.04% | Feb 12, 2021 | 13 | Mar 4, 2021 | 20 | Apr 1, 2021 | 33 |
| -2.85% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -2.45% | Oct 14, 2024 | 13 | Oct 31, 2024 | 5 | Nov 7, 2024 | 18 |
| -2.44% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -2.42% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -2.04% | Jan 17, 2020 | 9 | Jan 31, 2020 | 7 | Feb 11, 2020 | 16 |
| -1.99% | Jul 12, 2021 | 5 | Jul 19, 2021 | 8 | Jul 29, 2021 | 13 |
| -1.94% | Nov 8, 2024 | 5 | Nov 15, 2024 | 9 | Nov 29, 2024 | 14 |
| -1.84% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.84% | Jan 27, 2026 | 7 | Feb 5, 2026 | 1 | Feb 6, 2026 | 8 |
| -1.76% | Jun 14, 2021 | 4 | Jun 18, 2021 | 10 | Jul 2, 2021 | 14 |
| -1.72% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |
| -1.59% | Jan 14, 2026 | 3 | Jan 20, 2026 | 4 | Jan 26, 2026 | 7 |