Performance analysis of REIT (ALPS ACTIVE REIT ETF)
Annual Return
Over the past 3 years, REIT has had an average annual return of +10.40%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, REIT has had an average annual return of +4.38%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 26, 2021, REIT has had an average annual return of +7.14%, underperforming the benchmark SPY, which returned +15.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.80% | -0.55% | +7.11% | +13.79% | -21.23% | +33.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.57% | +8.21% | -5.61% | +8.55% | +0.46% | -1.27% | +12.80% | ||||||
| 2025 | +1.39% | +2.39% | -2.83% | -3.08% | +1.20% | -0.98% | -1.31% | +3.74% | +0.35% | -1.17% | +1.85% | -1.86% | -0.55% |
| 2024 | -3.66% | +0.95% | +1.90% | -7.56% | +4.57% | +2.81% | +6.64% | +5.75% | +2.49% | -3.12% | +4.84% | -7.37% | +7.11% |
| 2023 | +10.22% | -4.63% | -2.32% | +0.73% | -3.74% | +4.70% | +3.34% | -3.33% | -6.08% | -5.18% | +11.38% | +10.16% | +13.79% |
| 2022 | -7.02% | -2.67% | +7.79% | -5.05% | -4.68% | -7.01% | +10.04% | -5.62% | -11.50% | +3.42% | +5.82% | -4.61% | -21.23% |
| 2021 | +0% | +4.44% | +6.69% | +1.30% | +3.46% | +4.86% | +0.24% | -5.15% | +6.78% | -0.83% | +8.27% | +33.50% |
Drawdown analysis of REIT (ALPS ACTIVE REIT ETF)
The maximum drawdown for the REIT was -29.26%, occurring on Oct 27, 2023. Recovery took 220 trading sessions.
The current REIT drawdown is -2.65%.
Since Feb 26, 2021 REIT has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.26% | Apr 20, 2022 | 383 | Oct 27, 2023 | 220 | Sep 13, 2024 | 603 |
| -18.19% | Nov 27, 2024 | 88 | Apr 8, 2025 | 214 | Feb 13, 2026 | 302 |
| -11.24% | Dec 31, 2021 | 36 | Feb 23, 2022 | 39 | Apr 20, 2022 | 75 |
| -7.35% | Mar 2, 2026 | 19 | Mar 27, 2026 | 11 | Apr 14, 2026 | 30 |
| -6.95% | Sep 3, 2021 | 18 | Sep 30, 2021 | 20 | Oct 28, 2021 | 38 |
| -5.01% | Nov 24, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -4.60% | Sep 23, 2024 | 29 | Nov 1, 2024 | 16 | Nov 25, 2024 | 45 |
| -3.97% | May 10, 2021 | 2 | May 12, 2021 | 8 | May 24, 2021 | 10 |
| -3.43% | Apr 9, 2021 | 3 | Apr 14, 2021 | 5 | Apr 21, 2021 | 8 |
| -3.22% | May 26, 2026 | 4 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -2.92% | Feb 26, 2021 | 4 | Mar 4, 2021 | 2 | Mar 8, 2021 | 6 |
| -2.91% | Mar 15, 2021 | 6 | Mar 23, 2021 | 7 | Apr 1, 2021 | 13 |
| -2.83% | Jun 14, 2021 | 4 | Jun 18, 2021 | 14 | Jul 9, 2021 | 18 |
| -2.62% | Apr 20, 2026 | 2 | Apr 22, 2026 | 10 | May 6, 2026 | 12 |
| -2.43% | Jul 30, 2021 | 17 | Aug 24, 2021 | 5 | Aug 31, 2021 | 22 |
| -2.37% | Apr 30, 2021 | 3 | May 5, 2021 | 3 | May 10, 2021 | 6 |
| -2.35% | May 12, 2026 | 3 | May 15, 2026 | 3 | May 20, 2026 | 6 |
| -2.19% | Jul 12, 2021 | 5 | Jul 19, 2021 | 1 | Jul 20, 2021 | 6 |
| -2.05% | Dec 8, 2021 | 4 | Dec 14, 2021 | 6 | Dec 22, 2021 | 10 |
| -1.59% | Feb 17, 2026 | 2 | Feb 19, 2026 | 4 | Feb 25, 2026 | 6 |
| -1.31% | Jul 21, 2021 | 1 | Jul 22, 2021 | 3 | Jul 27, 2021 | 4 |
| -1.31% | Nov 3, 2021 | 3 | Nov 8, 2021 | 5 | Nov 15, 2021 | 8 |
| -1.18% | Oct 28, 2021 | 1 | Oct 29, 2021 | 2 | Nov 2, 2021 | 3 |
| -1.14% | Nov 15, 2021 | 5 | Nov 22, 2021 | 2 | Nov 24, 2021 | 7 |
| -0.69% | May 6, 2026 | 1 | May 7, 2026 | 3 | May 12, 2026 | 4 |