Performance analysis of RJVI (RJ EAGLE VERTICAL INCOME ETF)
Annual Return
Since Oct 2, 2025, RJVI has had an average annual return of +2.71%, underperforming the benchmark SPY, which returned +16.17% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.65% | +0.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.46% | +1.72% | -2.28% | +0.54% | +0.72% | +0.33% | -0.80% | +1.65% | |||||
| 2025 | -0.38% | +1.30% | -0.42% | +0.50% |
Drawdown analysis of RJVI (RJ EAGLE VERTICAL INCOME ETF)
The maximum drawdown for the RJVI was -3.11%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current RJVI drawdown is -1.50%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.11% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.99% | Oct 27, 2025 | 7 | Nov 5, 2025 | 47 | Jan 14, 2026 | 54 |
| -0.63% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -0.47% | Oct 2, 2025 | 5 | Oct 9, 2025 | 5 | Oct 16, 2025 | 10 |
| -0.30% | Feb 13, 2026 | 2 | Feb 18, 2026 | 6 | Feb 26, 2026 | 8 |
| -0.29% | Oct 21, 2025 | 2 | Oct 23, 2025 | 2 | Oct 27, 2025 | 4 |
| -0.06% | Jan 27, 2026 | 1 | Jan 28, 2026 | 1 | Jan 29, 2026 | 2 |
| -0.04% | Jan 22, 2026 | 1 | Jan 23, 2026 | 1 | Jan 26, 2026 | 2 |