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Performance analysis of PTL (INSPIRE 500 ETF)

Annual Return

Since Mar 26, 2024, PTL has had an average annual return of +20.36%, outperforming the benchmark SPY, which returned +19.95% annual.

202620252024
+17.90%+17.92%+7.90%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.79%+3.25%-4.53%+10.95%+2.80%+2.02%+17.90%
2025+4.04%-2.49%-4.66%+0.38%+6.83%+4.40%+3.24%+1.96%+3.58%+1.09%+0.92%-2.09%+17.92%
2024+1.50%-5.14%+2.70%+1.02%+3.29%+2.15%+2.14%-1.37%+7.55%-5.52%+7.90%

Drawdown analysis of PTL (INSPIRE 500 ETF)

The maximum drawdown for the PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The current PTL drawdown is -0.12%.

Since Mar 26, 2024 PTL has experienced the following drawdowns:

  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-19.72%Feb 18, 202535Apr 8, 202552Jun 24, 202587
-7.57%Feb 11, 202632Mar 30, 20269Apr 13, 202641
-7.33%Jul 16, 202414Aug 5, 202414Aug 23, 202428
-6.43%Oct 27, 202518Nov 20, 202510Dec 5, 202528
-6.39%Mar 28, 202415Apr 19, 202456Jul 11, 202471
-6.28%Nov 29, 202414Dec 19, 202419Jan 21, 202533
-5.31%Dec 11, 20254Dec 17, 202519Jan 15, 202623
-4.87%Aug 30, 20244Sep 6, 20249Sep 19, 202413
-3.94%Oct 14, 202414Nov 1, 20243Nov 6, 202417
-3.73%Oct 8, 20252Oct 10, 202511Oct 27, 202513
-3.45%Jan 16, 202613Feb 5, 20262Feb 9, 202615
-2.80%Jan 23, 20254Jan 29, 202513Feb 18, 202517
-2.79%Nov 11, 20244Nov 15, 20245Nov 22, 20249
-2.59%Jul 25, 20255Aug 1, 20257Aug 12, 202512
-2.55%May 6, 20269May 19, 20264May 26, 202613
-2.37%Aug 13, 20256Aug 21, 20255Aug 28, 202511
-1.78%Apr 24, 20262Apr 28, 20262Apr 30, 20264
-1.57%Aug 28, 20253Sep 3, 20252Sep 5, 20255
-1.16%Sep 11, 202510Sep 25, 20253Sep 30, 202513
-0.99%Aug 23, 20243Aug 28, 20242Aug 30, 20245
-0.88%Jul 14, 20251Jul 15, 20252Jul 17, 20253
-0.84%Jun 24, 20251Jun 25, 20251Jun 26, 20252
-0.71%Sep 24, 20241Sep 25, 20243Sep 30, 20244
-0.68%Apr 30, 20262May 4, 20261May 5, 20263
-0.64%Oct 4, 20241Oct 7, 20242Oct 9, 20243