Performance analysis of RSMC (ROCKEFELLER U.S. SMALL-MID CAP ETF)
Annual Return
Since Oct 11, 2024, RSMC has had an average annual return of +6.24%, underperforming the benchmark SPY, which returned +18.65% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.85% | -1.01% | +0.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.93% | +0.84% | -5.22% | +10.55% | +1.24% | +0.68% | +10.85% | ||||||
| 2025 | +3.30% | -6.43% | -4.44% | +1.05% | +6.01% | +2.82% | -1.13% | +2.87% | -0.26% | -3.53% | +1.29% | -1.84% | -1.01% |
| 2024 | -2.81% | +9.57% | -5.46% | +0.68% |
Drawdown analysis of RSMC (ROCKEFELLER U.S. SMALL-MID CAP ETF)
The maximum drawdown for the RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 257 trading sessions.
The current RSMC drawdown is -2.04%.
Since Oct 11, 2024 RSMC has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.33% | Nov 25, 2024 | 90 | Apr 8, 2025 | 257 | Apr 17, 2026 | 347 |
| -4.34% | Nov 11, 2024 | 5 | Nov 18, 2024 | 5 | Nov 25, 2024 | 10 |
| -4.29% | May 8, 2026 | 7 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -3.31% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -2.65% | Apr 24, 2026 | 3 | Apr 29, 2026 | 4 | May 5, 2026 | 7 |
| -0.09% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.05% | Oct 14, 2024 | 1 | Oct 15, 2024 | 1 | Oct 16, 2024 | 2 |