Performance analysis of RTAI (RAREVIEW TAX ADVANTAGED INCOME ETF)
Annual Return
Over the past 3 years, RTAI has had an average annual return of +6.35%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, RTAI has had an average annual return of -1.03%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 21, 2020, RTAI has had an average annual return of +1.61%, underperforming the benchmark SPY, which returned +16.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.21% | +5.54% | +7.16% | +4.32% | -22.55% | +10.62% | +5.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.43% | +0.97% | -4.38% | +2.86% | +1.20% | +1.99% | -1.70% | +3.21% | |||||
| 2025 | +2.15% | +1.95% | -2.93% | -2.24% | -0.29% | +0.63% | -0.78% | +1.57% | +5.02% | +0.93% | -0.79% | +0.44% | +5.54% |
| 2024 | -0.27% | +1.01% | +1.49% | -3.95% | +2.60% | +4.78% | +1.54% | +2.08% | +2.68% | -2.63% | +2.89% | -4.80% | +7.16% |
| 2023 | +4.43% | -5.87% | +4.20% | -1.17% | -3.06% | +2.32% | +1.59% | -4.92% | -7.41% | -2.29% | +13.33% | +4.90% | +4.32% |
| 2022 | -7.16% | -1.58% | -6.01% | -5.62% | +2.64% | -2.18% | +4.64% | -4.78% | -10.22% | -3.54% | +12.58% | -2.03% | -22.55% |
| 2021 | +0.77% | +0.91% | +2.42% | +1.29% | +1.70% | +2.12% | +1.49% | +0.32% | -2.18% | -0.73% | +1.12% | +0.99% | +10.62% |
| 2020 | -0.48% | +3.72% | +1.82% | +5.10% |
Drawdown analysis of RTAI (RAREVIEW TAX ADVANTAGED INCOME ETF)
The maximum drawdown for the RTAI was -34.32%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current RTAI drawdown is -6.97%.
Since Oct 21, 2020 RTAI has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.32% | Sep 15, 2021 | 531 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -3.54% | Feb 10, 2021 | 10 | Feb 25, 2021 | 8 | Mar 9, 2021 | 18 |
| -2.12% | Dec 10, 2020 | 5 | Dec 17, 2020 | 9 | Dec 31, 2020 | 14 |
| -1.38% | Jul 13, 2021 | 4 | Jul 19, 2021 | 10 | Aug 2, 2021 | 14 |
| -1.17% | May 7, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
| -1.05% | Mar 11, 2021 | 5 | Mar 18, 2021 | 8 | Mar 30, 2021 | 13 |
| -0.97% | Dec 31, 2020 | 3 | Jan 6, 2021 | 5 | Jan 13, 2021 | 8 |
| -0.80% | Oct 21, 2020 | 3 | Oct 26, 2020 | 7 | Nov 4, 2020 | 10 |
| -0.65% | Aug 24, 2021 | 9 | Sep 7, 2021 | 6 | Sep 15, 2021 | 15 |
| -0.52% | Aug 3, 2021 | 8 | Aug 13, 2021 | 5 | Aug 20, 2021 | 13 |
| -0.46% | Apr 26, 2021 | 3 | Apr 29, 2021 | 4 | May 5, 2021 | 7 |
| -0.36% | Jun 15, 2021 | 1 | Jun 16, 2021 | 2 | Jun 18, 2021 | 3 |
| -0.34% | Nov 10, 2020 | 1 | Nov 11, 2020 | 4 | Nov 17, 2020 | 5 |
| -0.34% | Apr 15, 2021 | 1 | Apr 16, 2021 | 5 | Apr 23, 2021 | 6 |
| -0.28% | Apr 1, 2021 | 1 | Apr 5, 2021 | 1 | Apr 6, 2021 | 2 |
| -0.16% | Jun 21, 2021 | 2 | Jun 23, 2021 | 3 | Jun 28, 2021 | 5 |
| -0.15% | Apr 8, 2021 | 1 | Apr 9, 2021 | 2 | Apr 13, 2021 | 3 |
| -0.13% | Jan 13, 2021 | 1 | Jan 14, 2021 | 4 | Jan 21, 2021 | 5 |
| -0.11% | Jun 7, 2021 | 1 | Jun 8, 2021 | 1 | Jun 9, 2021 | 2 |
| -0.10% | Jan 21, 2021 | 1 | Jan 22, 2021 | 1 | Jan 25, 2021 | 2 |
| -0.08% | Jun 10, 2021 | 1 | Jun 11, 2021 | 1 | Jun 14, 2021 | 2 |
| -0.08% | Jan 25, 2021 | 1 | Jan 26, 2021 | 2 | Jan 28, 2021 | 3 |
| -0.06% | Nov 27, 2020 | 1 | Nov 30, 2020 | 1 | Dec 1, 2020 | 2 |
| -0.06% | Feb 1, 2021 | 1 | Feb 2, 2021 | 1 | Feb 3, 2021 | 2 |
| -0.02% | Aug 20, 2021 | 1 | Aug 23, 2021 | 1 | Aug 24, 2021 | 2 |