Performance analysis of SASS (M.D. SASS CONCENTRATED EQUITIES ETF)
Annual Return
Since Mar 4, 2026, SASS has had an average annual return of -3.08%, underperforming the benchmark SPY, which returned +8.89% annual.
| 2026 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.59% | +5.85% | -0.34% | +3.32% | -3.78% | -3.08% |
Drawdown analysis of SASS (M.D. SASS CONCENTRATED EQUITIES ETF)
The maximum drawdown for the SASS was -9.61%, occurring on Mar 27, 2026. Recovery took 61 trading sessions.
The current SASS drawdown is -3.90%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.61% | Mar 4, 2026 | 17 | Mar 27, 2026 | 61 | Jun 25, 2026 | 78 |
| -3.90% | Jun 25, 2026 | 16 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |