Performance analysis of OPTZ (OPTIMIZE STRATEGY INDEX ETF)
Annual Return
Since Apr 23, 2024, OPTZ has had an average annual return of +29.37%, outperforming the benchmark SPY, which returned +20.09% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.14% | +22.82% | +16.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.42% | +3.93% | -6.58% | +15.80% | +9.46% | +8.47% | -10.09% | +24.14% | |||||
| 2025 | +2.93% | -4.65% | -7.10% | -0.08% | +8.08% | +6.36% | +3.44% | +5.70% | +4.46% | -0.41% | +2.13% | +0.96% | +22.82% |
| 2024 | -0.79% | +5.99% | +0.68% | +2.52% | +1.21% | +2.80% | +0.31% | +8.85% | -5.27% | +16.81% |
Drawdown analysis of OPTZ (OPTIMIZE STRATEGY INDEX ETF)
The maximum drawdown for the OPTZ was -25.75%, occurring on Apr 8, 2025. Recovery took 68 trading sessions.
The current OPTZ drawdown is -10.09%.
Since Apr 23, 2024 OPTZ has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.75% | Dec 4, 2024 | 84 | Apr 8, 2025 | 68 | Jul 17, 2025 | 152 |
| -10.63% | Mar 2, 2026 | 20 | Mar 30, 2026 | 7 | Apr 9, 2026 | 27 |
| -10.09% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -9.02% | Jul 16, 2024 | 16 | Aug 7, 2024 | 30 | Sep 19, 2024 | 46 |
| -7.35% | Oct 27, 2025 | 18 | Nov 20, 2025 | 8 | Dec 3, 2025 | 26 |
| -5.62% | Jun 3, 2026 | 5 | Jun 10, 2026 | 3 | Jun 15, 2026 | 8 |
| -4.32% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -4.25% | May 11, 2026 | 6 | May 19, 2026 | 3 | May 22, 2026 | 9 |
| -4.08% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -3.46% | Jun 22, 2026 | 2 | Jun 24, 2026 | 4 | Jun 30, 2026 | 6 |
| -3.41% | Jul 28, 2025 | 4 | Aug 1, 2025 | 7 | Aug 12, 2025 | 11 |
| -2.96% | Dec 11, 2025 | 4 | Dec 17, 2025 | 12 | Jan 6, 2026 | 16 |
| -2.65% | Aug 13, 2025 | 6 | Aug 21, 2025 | 3 | Aug 26, 2025 | 9 |
| -2.42% | Aug 28, 2025 | 2 | Sep 2, 2025 | 7 | Sep 11, 2025 | 9 |
| -2.26% | Apr 24, 2026 | 2 | Apr 28, 2026 | 2 | Apr 30, 2026 | 4 |
| -2.25% | Jan 22, 2026 | 10 | Feb 5, 2026 | 1 | Feb 6, 2026 | 11 |
| -2.22% | Oct 29, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -2.13% | Oct 18, 2024 | 3 | Oct 23, 2024 | 4 | Oct 29, 2024 | 7 |
| -2.08% | Feb 11, 2026 | 1 | Feb 12, 2026 | 3 | Feb 18, 2026 | 4 |
| -2.06% | Jun 15, 2026 | 2 | Jun 17, 2026 | 1 | Jun 18, 2026 | 3 |
| -1.84% | Apr 29, 2024 | 2 | May 1, 2024 | 2 | May 3, 2024 | 4 |
| -1.78% | Sep 22, 2025 | 3 | Sep 25, 2025 | 5 | Oct 2, 2025 | 8 |
| -1.63% | May 15, 2024 | 6 | May 23, 2024 | 8 | Jun 5, 2024 | 14 |
| -1.61% | Sep 30, 2024 | 3 | Oct 3, 2024 | 1 | Oct 4, 2024 | 4 |
| -1.58% | Feb 20, 2026 | 1 | Feb 23, 2026 | 2 | Feb 25, 2026 | 3 |