Performance analysis of OUSM (ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES)
Annual Return
Over the past 3 years, OUSM has had an average annual return of +10.87%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, OUSM has had an average annual return of +8.73%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Dec 30, 2016, OUSM has had an average annual return of +9.28%, underperforming the benchmark SPY, which returned +15.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.02% | +2.17% | +13.45% | +18.82% | -7.89% | +21.44% | +7.65% | +28.04% | -10.61% | +10.85% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.74% | +2.85% | -5.83% | +6.91% | -0.79% | +2.93% | +1.22% | +11.02% | |||||
| 2025 | +1.58% | -1.65% | -3.36% | -2.00% | +3.44% | +1.93% | +0.65% | +3.96% | -0.48% | -2.66% | +0.77% | +0.27% | +2.17% |
| 2024 | -0.79% | +4.70% | +4.93% | -5.50% | +4.11% | -1.25% | +7.16% | +0.11% | +2.25% | -1.98% | +6.63% | -6.55% | +13.45% |
| 2023 | +9.20% | -2.63% | -0.68% | +0.48% | -3.85% | +8.04% | +1.59% | -1.61% | -3.83% | -3.43% | +7.39% | +8.13% | +18.82% |
| 2022 | -5.03% | -1.70% | +0.68% | -5.57% | +3.65% | -6.92% | +8.48% | -3.88% | -8.52% | +10.49% | +6.88% | -4.49% | -7.89% |
| 2021 | -0.98% | +5.43% | +5.43% | +3.43% | +1.01% | -1.27% | +2.37% | +1.21% | -4.39% | +5.32% | -3.51% | +6.25% | +21.44% |
| 2020 | -2.15% | -9.59% | -19.40% | +13.09% | +6.01% | -0.09% | +5.64% | +3.70% | -3.64% | +1.78% | +11.02% | +5.68% | +7.65% |
| 2019 | +8.91% | +4.91% | -1.09% | +5.07% | -8.30% | +7.95% | +2.28% | -3.13% | +2.97% | +1.69% | +2.63% | +2.29% | +28.04% |
| 2018 | +0.80% | -5.46% | +1.29% | +0.11% | +3.86% | +1.27% | +3.25% | +3.48% | -1.86% | -8.85% | +3.32% | -10.93% | -10.61% |
| 2017 | +0.64% | +1.79% | -0.44% | +1.26% | -1.24% | +1% | +0.88% | -1.40% | +3.97% | +1.52% | +2.56% | -0.07% | +10.85% |
Drawdown analysis of OUSM (ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES)
The maximum drawdown for the OUSM was -39.84%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current OUSM drawdown is -1.10%.
Since Dec 30, 2016 OUSM has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.84% | Jan 16, 2020 | 45 | Mar 23, 2020 | 166 | Nov 16, 2020 | 211 |
| -22.47% | Sep 14, 2018 | 69 | Dec 24, 2018 | 212 | Oct 28, 2019 | 281 |
| -19.44% | Nov 25, 2024 | 90 | Apr 8, 2025 | 207 | Feb 4, 2026 | 297 |
| -19.05% | Jan 4, 2022 | 186 | Sep 30, 2022 | 84 | Feb 1, 2023 | 270 |
| -11.01% | Jul 19, 2023 | 71 | Oct 27, 2023 | 30 | Dec 11, 2023 | 101 |
| -10.32% | Feb 2, 2023 | 26 | Mar 13, 2023 | 84 | Jul 13, 2023 | 110 |
| -9.21% | Feb 11, 2026 | 26 | Mar 20, 2026 | 60 | Jun 16, 2026 | 86 |
| -8.84% | Jan 23, 2018 | 12 | Feb 8, 2018 | 80 | Jun 5, 2018 | 92 |
| -7.36% | Nov 12, 2021 | 12 | Dec 1, 2021 | 23 | Jan 4, 2022 | 35 |
| -7.07% | Mar 28, 2024 | 13 | Apr 17, 2024 | 59 | Jul 12, 2024 | 72 |
| -5.96% | Jul 31, 2024 | 5 | Aug 7, 2024 | 12 | Aug 23, 2024 | 17 |
| -5.25% | Sep 2, 2021 | 12 | Sep 21, 2021 | 22 | Oct 21, 2021 | 34 |
| -4.97% | May 7, 2021 | 29 | Jun 18, 2021 | 31 | Aug 3, 2021 | 60 |
| -4.78% | Jan 20, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -3.96% | Nov 11, 2024 | 6 | Nov 19, 2024 | 4 | Nov 25, 2024 | 10 |
| -3.96% | Apr 26, 2017 | 15 | May 17, 2017 | 90 | Sep 25, 2017 | 105 |
| -3.81% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.72% | Feb 24, 2021 | 6 | Mar 4, 2021 | 2 | Mar 8, 2021 | 8 |
| -3.60% | Mar 15, 2021 | 7 | Mar 24, 2021 | 6 | Apr 1, 2021 | 13 |
| -3.14% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -3.09% | Mar 1, 2017 | 6 | Mar 9, 2017 | 31 | Apr 24, 2017 | 37 |
| -2.99% | Jun 18, 2018 | 7 | Jun 27, 2018 | 7 | Jul 9, 2018 | 14 |
| -2.94% | Dec 27, 2023 | 4 | Jan 3, 2024 | 12 | Jan 22, 2024 | 16 |
| -2.87% | Jul 16, 2024 | 6 | Jul 24, 2024 | 4 | Jul 30, 2024 | 10 |
| -2.64% | Aug 16, 2021 | 3 | Aug 19, 2021 | 10 | Sep 2, 2021 | 13 |