Performance analysis of SAMT (STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF)
Annual Return
Over the past 3 years, SAMT has had an average annual return of +24.27%, outperforming the benchmark SPY, which returned +19.31% annual.
Since Jan 25, 2022, SAMT has had an average annual return of +14.34%, outperforming the benchmark SPY, which returned +14.22% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.04% | +33.11% | +28.16% | +1.27% | -6.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.96% | -0.31% | -1.61% | +10.26% | +6.07% | +3.93% | -8.81% | +13.04% | |||||
| 2025 | +7.51% | -3.04% | -3.87% | +1.28% | +9.79% | +6.05% | +3.34% | -1.49% | +6.33% | +2.39% | -1.23% | +2.89% | +33.11% |
| 2024 | +3.10% | +4.43% | +2.29% | -2.71% | +3.74% | +2.15% | +0.73% | +3.30% | +1.91% | +0.21% | +12.01% | -5.17% | +28.16% |
| 2023 | +0.78% | -3.19% | -0.91% | +1.15% | -3.37% | +6.90% | +1.29% | -1.07% | -4.10% | -0.78% | +4.37% | +0.75% | +1.27% |
| 2022 | +2.83% | +0.75% | +3.92% | -7.56% | +1.08% | -9.40% | +5.11% | -1.55% | -8.30% | +9.31% | +2.90% | -3.96% | -6.58% |
Drawdown analysis of SAMT (STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF)
The maximum drawdown for the SAMT was -20.56%, occurring on Mar 23, 2023. Recovery took 311 trading sessions.
The current SAMT drawdown is -8.81%.
Since Jan 25, 2022 SAMT has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.56% | Mar 29, 2022 | 247 | Mar 23, 2023 | 311 | Jun 18, 2024 | 558 |
| -18.28% | Feb 10, 2025 | 40 | Apr 8, 2025 | 49 | Jun 18, 2025 | 89 |
| -8.81% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -8.15% | Oct 14, 2025 | 27 | Nov 20, 2025 | 21 | Dec 22, 2025 | 48 |
| -8.00% | Feb 16, 2022 | 13 | Mar 8, 2022 | 15 | Mar 29, 2022 | 28 |
| -7.72% | Jan 16, 2026 | 13 | Feb 5, 2026 | 45 | Apr 13, 2026 | 58 |
| -6.89% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -5.92% | Nov 29, 2024 | 13 | Dec 18, 2024 | 20 | Jan 21, 2025 | 33 |
| -4.98% | Jun 4, 2026 | 4 | Jun 10, 2026 | 12 | Jun 29, 2026 | 16 |
| -4.83% | Jan 24, 2025 | 1 | Jan 27, 2025 | 6 | Feb 4, 2025 | 7 |
| -3.65% | May 14, 2026 | 3 | May 19, 2026 | 5 | May 27, 2026 | 8 |
| -3.44% | Aug 12, 2025 | 7 | Aug 21, 2025 | 14 | Sep 11, 2025 | 21 |
| -3.38% | May 6, 2026 | 1 | May 7, 2026 | 2 | May 11, 2026 | 3 |
| -3.24% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -2.59% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.40% | Apr 24, 2026 | 3 | Apr 29, 2026 | 1 | Apr 30, 2026 | 4 |
| -2.40% | Jul 18, 2025 | 2 | Jul 22, 2025 | 3 | Jul 25, 2025 | 5 |
| -2.12% | Jun 30, 2025 | 2 | Jul 2, 2025 | 2 | Jul 7, 2025 | 4 |
| -2.00% | Dec 24, 2025 | 4 | Dec 31, 2025 | 2 | Jan 5, 2026 | 6 |
| -1.94% | Oct 8, 2025 | 2 | Oct 10, 2025 | 1 | Oct 13, 2025 | 3 |
| -1.82% | Sep 23, 2025 | 2 | Sep 25, 2025 | 4 | Oct 1, 2025 | 6 |
| -1.67% | Nov 13, 2024 | 1 | Nov 14, 2024 | 5 | Nov 21, 2024 | 6 |
| -1.64% | Feb 9, 2022 | 2 | Feb 11, 2022 | 2 | Feb 15, 2022 | 4 |
| -1.61% | Jun 18, 2024 | 8 | Jul 1, 2024 | 3 | Jul 5, 2024 | 11 |
| -1.59% | May 28, 2026 | 2 | Jun 1, 2026 | 1 | Jun 2, 2026 | 3 |