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Performance analysis of OUSA (ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES)

Annual Return

Over the past 3 years, OUSA has had an average annual return of +11.72%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, OUSA has had an average annual return of +8.58%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, OUSA has had an average annual return of +10.01%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Jul 14, 2015, OUSA has had an average annual return of +10.46%, underperforming the benchmark SPY, which returned +13.97% annual.

202620252024202320222021202020192018201720162015
+4.24%+10.23%+17.08%+13.45%-9.33%+23.73%+6.97%+25.03%-3.13%+18.80%+12.30%+1.16%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.81%+1.48%-6.28%+4.20%+1.66%-0.72%+2.36%+4.24%
2025+2.75%+1.30%-3.39%-2.42%+2.96%+1.33%-0.12%+4.18%+1.05%-0.84%+2.75%+0.52%+10.23%
2024+2.37%+2.87%+2.23%-4.62%+3.61%+2.04%+2.89%+3.88%+2.21%-1.38%+4.46%-4.17%+17.08%
2023+2.54%-3.74%+3.59%+2.09%-2.73%+5.62%+2.04%-1.22%-4.98%-0.97%+7.32%+3.94%+13.45%
2022-4.55%-3.45%+2.86%-4.09%+0.78%-4.62%+4.07%-4.14%-7.55%+8.95%+7.53%-3.97%-9.33%
2021-2.18%-0.04%+7%+2.95%+1.46%+1.26%+3.38%+1.70%-5.34%+5.70%-0.62%+6.96%+23.73%
2020-1.28%-9.07%-11.07%+11.36%+2.89%+0.16%+5.61%+7.08%-2.75%-4.66%+8.87%+2.29%+6.97%
2019+5.77%+4.48%+1.88%+1.54%-4.93%+5.64%+1.08%-0.69%+2.22%+1.18%+2.18%+2.64%+25.03%
2018+2.67%-5.28%-1.10%-0.96%+1.43%+0.79%+3.76%+1.91%+1.73%-3.63%+4.22%-7.93%-3.13%
2017+0.31%+4.84%+0.29%+0.35%+2.16%-0.62%+1.53%+0.55%+1.73%+0.75%+4.09%+1.50%+18.80%

Drawdown analysis of OUSA (ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES)

The maximum drawdown for the OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current OUSA drawdown is -1.01%.

Since Jul 14, 2015 OUSA has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 6 times
DepthStartTo BottomBottomTo RecoverEndTotal
-33.12%Jan 17, 202044Mar 23, 2020108Aug 25, 2020152
-19.54%Dec 29, 2021190Sep 30, 2022300Dec 11, 2023490
-13.29%Sep 21, 201864Dec 24, 201837Feb 19, 2019101
-13.14%Nov 29, 202487Apr 8, 202586Aug 12, 2025173
-10.66%Jan 26, 201839Mar 23, 2018123Sep 18, 2018162
-10.63%Jul 16, 201528Aug 25, 201541Oct 22, 201569
-9.16%Sep 2, 202041Oct 30, 202024Dec 4, 202065
-8.36%Feb 6, 202634Mar 27, 202666Jul 2, 2026100
-7.76%Nov 3, 201552Jan 20, 201629Mar 2, 201681
-7.47%Jul 22, 201674Nov 4, 201667Feb 13, 2017141
-6.14%Aug 16, 202134Oct 4, 202122Nov 3, 202156
-5.17%Mar 28, 202414Apr 18, 202419May 15, 202433
-5.13%Apr 24, 201926May 31, 201912Jun 18, 201938
-5.05%Jul 29, 20195Aug 5, 201927Sep 12, 201932
-4.98%Jul 16, 202414Aug 5, 20248Aug 15, 202422
-4.22%Jan 26, 202126Mar 4, 20215Mar 11, 202131
-3.24%Sep 12, 201914Oct 2, 201914Oct 22, 201928
-2.96%Jun 23, 20162Jun 27, 20163Jun 30, 20165
-2.88%May 10, 20212May 12, 202135Jul 1, 202137
-2.86%Nov 24, 20214Dec 1, 20214Dec 7, 20218
-2.82%Oct 18, 202411Nov 4, 20244Nov 8, 202415
-2.78%Oct 27, 202518Nov 20, 20253Nov 25, 202521
-2.65%Aug 30, 20244Sep 6, 20244Sep 12, 20248
-2.48%Jun 19, 201712Jul 6, 201722Aug 7, 201734
-2.48%May 15, 20249May 29, 202411Jun 13, 202420