Performance analysis of OSCV (OPUS SMALL CAP VALUE ETF)
Annual Return
Over the past 3 years, OSCV has had an average annual return of +10.25%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, OSCV has had an average annual return of +7.40%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jul 18, 2018, OSCV has had an average annual return of +8.19%, underperforming the benchmark SPY, which returned +14.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.16% | +1.35% | +11.65% | +10.14% | -11.39% | +27.69% | +4.90% | +27.51% | -13.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.49% | +4.02% | -2.78% | +4.74% | -1.87% | +4.36% | +0.64% | +15.16% | |||||
| 2025 | +0.89% | -2.81% | -3.72% | -1.47% | +3.26% | +2.16% | +1.19% | +5.15% | -0.19% | -3.35% | +1.97% | -1.32% | +1.35% |
| 2024 | -1.88% | +5.28% | +4.01% | -5.79% | +2.80% | -0.61% | +9.31% | -0.45% | +0.09% | +0.24% | +8.31% | -8.71% | +11.65% |
| 2023 | +6.06% | -1.98% | -3.04% | -0.83% | -2.94% | +7.06% | +3.40% | -3.02% | -4.90% | -2.67% | +6.67% | +7.10% | +10.14% |
| 2022 | -6.97% | +0.16% | +0.26% | -5.14% | +1.02% | -8.73% | +11.31% | -4.46% | -6.98% | +11.89% | +3.26% | -5.11% | -11.39% |
| 2021 | +1.12% | +7.38% | +5.49% | +3% | +0.53% | -1.42% | -0.13% | +1.94% | -1.43% | +5.73% | -2.96% | +6.08% | +27.69% |
| 2020 | -1.08% | -11.04% | -21.03% | +9.49% | +5.74% | +1.83% | +4.27% | +4.96% | -3.25% | +1.54% | +12.55% | +5.81% | +4.90% |
| 2019 | +9.39% | +3.59% | -1.40% | +3.78% | -5.18% | +6.79% | +1.82% | -1.41% | +2.57% | +2.13% | +0.63% | +2.61% | +27.51% |
| 2018 | +1.66% | +2% | -1.29% | -8.17% | +2.21% | -9.98% | -13.52% |
Drawdown analysis of OSCV (OPUS SMALL CAP VALUE ETF)
The maximum drawdown for the OSCV was -42.43%, occurring on Mar 18, 2020. Recovery took 184 trading sessions.
The current OSCV drawdown is -0.75%.
Since Jul 18, 2018 OSCV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.43% | Jan 16, 2020 | 42 | Mar 18, 2020 | 184 | Dec 8, 2020 | 226 |
| -22.92% | Nov 25, 2024 | 90 | Apr 8, 2025 | 209 | Feb 6, 2026 | 299 |
| -21.21% | Jan 4, 2022 | 114 | Jun 17, 2022 | 428 | Mar 4, 2024 | 542 |
| -20.17% | Aug 29, 2018 | 80 | Dec 24, 2018 | 179 | Sep 11, 2019 | 259 |
| -7.87% | Nov 9, 2021 | 15 | Dec 1, 2021 | 23 | Jan 4, 2022 | 38 |
| -7.55% | Feb 20, 2026 | 20 | Mar 20, 2026 | 19 | Apr 17, 2026 | 39 |
| -7.21% | Jun 8, 2021 | 28 | Jul 19, 2021 | 61 | Oct 13, 2021 | 89 |
| -6.74% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -6.59% | Mar 28, 2024 | 14 | Apr 18, 2024 | 59 | Jul 15, 2024 | 73 |
| -6.24% | Mar 15, 2021 | 7 | Mar 24, 2021 | 16 | Apr 16, 2021 | 23 |
| -5.41% | Jan 20, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -5.09% | May 7, 2021 | 3 | May 12, 2021 | 18 | Jun 8, 2021 | 21 |
| -3.85% | Feb 24, 2021 | 6 | Mar 4, 2021 | 3 | Mar 9, 2021 | 9 |
| -3.46% | Apr 27, 2026 | 16 | May 19, 2026 | 24 | Jun 24, 2026 | 40 |
| -3.22% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -3.04% | Oct 17, 2024 | 11 | Nov 1, 2024 | 3 | Nov 6, 2024 | 14 |
| -2.53% | Sep 13, 2019 | 13 | Oct 2, 2019 | 11 | Oct 17, 2019 | 24 |
| -2.34% | Apr 16, 2021 | 2 | Apr 20, 2021 | 3 | Apr 23, 2021 | 5 |
| -2.27% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |
| -2.13% | Jun 26, 2026 | 7 | Jul 8, 2026 | 6 | Jul 16, 2026 | 13 |
| -2.10% | Sep 19, 2024 | 9 | Oct 2, 2024 | 7 | Oct 11, 2024 | 16 |
| -1.97% | Nov 1, 2019 | 14 | Nov 21, 2019 | 4 | Nov 27, 2019 | 18 |
| -1.78% | Jul 23, 2024 | 1 | Jul 24, 2024 | 2 | Jul 26, 2024 | 3 |
| -1.61% | Mar 7, 2024 | 5 | Mar 14, 2024 | 4 | Mar 20, 2024 | 9 |
| -1.58% | Dec 31, 2020 | 1 | Jan 4, 2021 | 2 | Jan 6, 2021 | 3 |