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Performance analysis of RULE (ADAPTIVE CORE ETF)

Annual Return

Over the past 3 years, RULE has had an average annual return of +16.16%, underperforming the benchmark SPY, which returned +19.62% annual.

Since Nov 3, 2021, RULE has had an average annual return of +4.90%, underperforming the benchmark SPY, which returned +12.16% annual.

202620252024202320222021
+34.41%+4.60%+7.58%+6.29%-22.86%+1.03%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+9.62%+2.18%-8.05%+15.74%+16.21%+8.35%-10.46%+34.41%
2025+3.67%-3.69%-5.77%+0.35%+5.08%+3.90%+0.40%-1.34%+2.02%+1.56%-1.82%+0.71%+4.60%
2024+1.24%+3.96%+2.63%-3.78%+2.42%-0.02%+0.28%+1.19%-0.54%-0.33%+7.65%-6.65%+7.58%
2023+0.05%-0.64%+0.03%+0.15%-0.15%+2.46%+0.78%-2.62%-3.95%-3.27%+8.47%+5.49%+6.29%
2022-7.95%-2.58%+0.39%-6.40%-1.54%-3.42%-0.15%-2.76%-1.46%+0.32%+0.08%+0.22%-22.86%
2021-0.07%+1.10%+1.03%

Drawdown analysis of RULE (ADAPTIVE CORE ETF)

The maximum drawdown for the RULE was -30.49%, occurring on Oct 27, 2023. Recovery took 562 trading sessions.

The current RULE drawdown is -10.46%.

Since Nov 3, 2021 RULE has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-30.49%Nov 8, 2021495Oct 27, 2023562Jan 27, 20261057
-13.69%Jun 30, 202613Jul 20, 2026OngoingOngoingOngoing
-12.64%Feb 25, 202623Mar 30, 202610Apr 14, 202633
-9.47%Jun 3, 20265Jun 10, 20266Jun 18, 202611
-6.61%May 14, 20263May 19, 20264May 26, 20267
-5.77%Jun 22, 20264Jun 26, 20262Jun 30, 20266
-5.26%Jan 29, 20265Feb 5, 202613Feb 25, 202618
-1.95%Apr 27, 20261Apr 28, 20262Apr 30, 20263
-1.55%May 6, 20261May 7, 20261May 8, 20262
-1.46%May 11, 20261May 12, 20261May 13, 20262
-1.20%Apr 17, 20262Apr 21, 20261Apr 22, 20263
-1.03%Apr 14, 20261Apr 15, 20262Apr 17, 20263
-0.35%Nov 4, 20211Nov 5, 20211Nov 8, 20212
-0.29%May 26, 20261May 27, 20262May 29, 20263
-0.16%Apr 22, 20261Apr 23, 20261Apr 24, 20262
-0.15%May 1, 20261May 4, 20261May 5, 20262