Performance analysis of PPLC (PORTFOLIOPLUS S&P 500 (R) ETF)
Annual Return
Over the past 3 years, PPLC has had an average annual return of +8.14%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, PPLC has had an average annual return of +8.14%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PPLC has had an average annual return of +7.02%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jan 7, 2015, PPLC has had an average annual return of +6.96%, underperforming the benchmark SPY, which returned +13.88% annual.
| 2026 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.14% | +1.60% | +41.27% | -6.91% | +27.15% | +14.04% | +3.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.09% | -1.66% | -3.56% | +2.42% | -2.42% | +8.14% | |||||||
| 2020 | -0.04% | -11.43% | -17.64% | +17.20% | +6.50% | +2.48% | +7.33% | +10.15% | -7.88% | +1.60% | |||
| 2019 | +10.36% | +3.79% | +2.57% | +5.42% | -8.60% | +9.40% | +1.98% | -2.42% | +2.44% | +2.61% | +4.99% | +3.88% | +41.27% |
| 2018 | +6.68% | -2.88% | -4.69% | +0.96% | +2.33% | +1.09% | +3.11% | +4.79% | +0.72% | -8.61% | -3.45% | -6.01% | -6.91% |
| 2017 | +1.57% | +5.64% | -2.24% | +3.33% | +1.44% | +1.01% | +2.34% | +0.53% | +2.34% | +2.88% | +3.89% | +1.75% | +27.15% |
Drawdown analysis of PPLC (PORTFOLIOPLUS S&P 500 (R) ETF)
The maximum drawdown for the PPLC was -43.41%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current PPLC drawdown is -7.21%.
Since Jan 7, 2015 PPLC has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.41% | Feb 19, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -24.22% | Sep 21, 2018 | 64 | Dec 24, 2018 | 80 | Apr 22, 2019 | 144 |
| -15.52% | Jun 22, 2015 | 160 | Feb 9, 2016 | 82 | Jun 7, 2016 | 242 |
| -12.84% | Sep 2, 2020 | 14 | Sep 23, 2020 | 3 | Mar 4, 2026 | 17 |
| -12.53% | Jan 26, 2018 | 44 | Apr 2, 2018 | 81 | Jul 26, 2018 | 125 |
| -8.93% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -8.53% | Apr 14, 2026 | 30 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -7.94% | Jul 26, 2019 | 13 | Aug 14, 2019 | 51 | Oct 25, 2019 | 64 |
| -6.98% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.58% | Jan 22, 2015 | 7 | Feb 2, 2015 | 7 | Feb 11, 2015 | 14 |
| -4.63% | Mar 2, 2015 | 8 | Mar 12, 2015 | 44 | May 14, 2015 | 52 |
| -4.10% | Jan 17, 2020 | 9 | Jan 31, 2020 | 3 | Feb 5, 2020 | 12 |
| -3.71% | Mar 1, 2017 | 18 | Mar 27, 2017 | 25 | May 2, 2017 | 43 |
| -3.58% | Mar 16, 2026 | 5 | Mar 23, 2026 | 11 | Apr 8, 2026 | 16 |
| -3.50% | Jul 26, 2018 | 2 | Jul 30, 2018 | 20 | Aug 27, 2018 | 22 |
| -3.44% | Sep 8, 2016 | 42 | Nov 7, 2016 | 6 | Nov 15, 2016 | 48 |
| -2.66% | May 18, 2015 | 14 | Jun 8, 2015 | 10 | Jun 22, 2015 | 24 |
| -2.56% | Jul 25, 2017 | 19 | Aug 21, 2017 | 14 | Sep 11, 2017 | 33 |
| -2.51% | Nov 27, 2019 | 3 | Dec 3, 2019 | 7 | Dec 12, 2019 | 10 |
| -2.39% | Jan 8, 2015 | 6 | Jan 16, 2015 | 3 | Jan 22, 2015 | 9 |
| -2.09% | May 15, 2017 | 3 | May 18, 2017 | 6 | May 26, 2017 | 9 |
| -2.05% | Jun 20, 2019 | 4 | Jun 26, 2019 | 3 | Jul 1, 2019 | 7 |
| -1.83% | Feb 24, 2015 | 2 | Feb 26, 2015 | 2 | Mar 2, 2015 | 4 |
| -1.65% | Aug 29, 2018 | 6 | Sep 7, 2018 | 9 | Sep 20, 2018 | 15 |
| -1.63% | Jul 12, 2019 | 5 | Jul 19, 2019 | 3 | Jul 24, 2019 | 8 |