Performance analysis of OWNS (CCM Affordable Housing MBS ETF)
Annual Return
Since Mar 18, 2024, OWNS has had an average annual return of +4.99%, underperforming the benchmark SPY, which returned +18.44% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.18% | +7.74% | +3.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.57% | +1.48% | -1.67% | +0.12% | +0.20% | +0.26% | -0.75% | +0.18% | |||||
| 2025 | +0.13% | +2.48% | -0.16% | +0.29% | -1.12% | +1.72% | -0.32% | +1.53% | +1.42% | +0.77% | +0.60% | +0.19% | +7.74% |
| 2024 | +1.15% | -2.88% | +1.49% | +1.90% | +2.40% | +1.64% | +1.20% | -2.81% | +1.32% | -1.46% | +3.83% |
Drawdown analysis of OWNS (CCM Affordable Housing MBS ETF)
The maximum drawdown for the OWNS was -5.40%, occurring on Jan 13, 2025. Recovery took 57 trading sessions.
The current OWNS drawdown is -1.85%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.40% | Sep 16, 2024 | 81 | Jan 13, 2025 | 57 | Apr 4, 2025 | 138 |
| -4.38% | Mar 20, 2024 | 18 | Apr 16, 2024 | 59 | Jul 11, 2024 | 77 |
| -3.19% | Apr 4, 2025 | 32 | May 21, 2025 | 49 | Aug 1, 2025 | 81 |
| -3.03% | Feb 27, 2026 | 19 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -1.83% | Oct 27, 2025 | 7 | Nov 5, 2025 | 63 | Feb 6, 2026 | 70 |
| -1.07% | Jul 17, 2024 | 5 | Jul 24, 2024 | 5 | Jul 31, 2024 | 10 |
| -0.96% | Aug 5, 2024 | 3 | Aug 8, 2024 | 8 | Aug 20, 2024 | 11 |
| -0.73% | Sep 16, 2025 | 8 | Sep 26, 2025 | 11 | Oct 13, 2025 | 19 |
| -0.64% | Aug 28, 2024 | 2 | Aug 30, 2024 | 3 | Sep 5, 2024 | 5 |
| -0.43% | Aug 5, 2025 | 3 | Aug 8, 2025 | 10 | Aug 22, 2025 | 13 |
| -0.41% | Oct 21, 2025 | 2 | Oct 23, 2025 | 2 | Oct 27, 2025 | 4 |
| -0.36% | Jul 12, 2024 | 1 | Jul 15, 2024 | 2 | Jul 17, 2024 | 3 |
| -0.35% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.29% | Sep 8, 2025 | 1 | Sep 9, 2025 | 2 | Sep 11, 2025 | 3 |
| -0.28% | Feb 13, 2026 | 3 | Feb 19, 2026 | 2 | Feb 23, 2026 | 5 |
| -0.26% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |
| -0.23% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.23% | Aug 26, 2024 | 1 | Aug 27, 2024 | 1 | Aug 28, 2024 | 2 |
| -0.19% | Sep 11, 2024 | 1 | Sep 12, 2024 | 2 | Sep 16, 2024 | 3 |
| -0.17% | Sep 11, 2025 | 1 | Sep 12, 2025 | 1 | Sep 15, 2025 | 2 |
| -0.08% | Aug 22, 2025 | 1 | Aug 25, 2025 | 1 | Aug 26, 2025 | 2 |
| -0.04% | Feb 24, 2026 | 1 | Feb 25, 2026 | 1 | Feb 26, 2026 | 2 |