Performance analysis of SDCP (VIRTUS NEWFLEET SHORT DURATION CORE PLUS BOND ETF)
Annual Return
Since Nov 16, 2023, SDCP has had an average annual return of +5.42%, underperforming the benchmark SPY, which returned +23.64% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.34% | +5.38% | +5.24% | +1.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.34% | +0.62% | -0.53% | +0.43% | +0.29% | +0.19% | +1.34% | ||||||
| 2025 | +0.62% | +0.69% | -0.11% | +0.43% | +0.54% | +0.71% | +0.24% | +0.84% | +0.04% | +0.33% | +0.59% | +0.31% | +5.38% |
| 2024 | +0.51% | +0.06% | +0.73% | -0.41% | +0.78% | +0.50% | +1.08% | +1.06% | +0.96% | -0.96% | +0.60% | +0.21% | +5.24% |
| 2023 | +0.37% | +1.60% | +1.98% |
Drawdown analysis of SDCP (VIRTUS NEWFLEET SHORT DURATION CORE PLUS BOND ETF)
The maximum drawdown for the SDCP was -1.00%, occurring on Oct 31, 2024. Recovery took 51 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.00% | Sep 24, 2024 | 27 | Oct 31, 2024 | 51 | Jan 16, 2025 | 78 |
| -0.83% | Feb 1, 2024 | 11 | Feb 16, 2024 | 12 | Mar 6, 2024 | 23 |
| -0.82% | Feb 27, 2026 | 20 | Mar 27, 2026 | 14 | Apr 17, 2026 | 34 |
| -0.75% | Apr 3, 2025 | 5 | Apr 10, 2025 | 11 | Apr 28, 2025 | 16 |
| -0.68% | Mar 25, 2024 | 17 | Apr 18, 2024 | 11 | May 3, 2024 | 28 |
| -0.62% | May 29, 2024 | 1 | May 30, 2024 | 11 | Jun 14, 2024 | 12 |
| -0.52% | May 29, 2025 | 2 | Jun 2, 2025 | 14 | Jun 23, 2025 | 16 |
| -0.51% | Sep 17, 2025 | 6 | Sep 25, 2025 | 12 | Oct 13, 2025 | 18 |
| -0.39% | Apr 29, 2025 | 3 | May 2, 2025 | 14 | May 22, 2025 | 17 |
| -0.39% | Mar 8, 2024 | 5 | Mar 15, 2024 | 5 | Mar 22, 2024 | 10 |
| -0.39% | May 22, 2024 | 3 | May 28, 2024 | 1 | May 29, 2024 | 4 |
| -0.35% | Nov 22, 2023 | 1 | Nov 24, 2023 | 3 | Nov 29, 2023 | 4 |
| -0.33% | Dec 27, 2023 | 6 | Jan 5, 2024 | 4 | Jan 11, 2024 | 10 |
| -0.32% | May 7, 2026 | 8 | May 19, 2026 | 5 | May 27, 2026 | 13 |
| -0.31% | Dec 3, 2025 | 3 | Dec 8, 2025 | 13 | Dec 26, 2025 | 16 |
| -0.30% | Jun 25, 2024 | 2 | Jun 27, 2024 | 5 | Jul 5, 2024 | 7 |
| -0.28% | Dec 7, 2023 | 2 | Dec 11, 2023 | 2 | Dec 13, 2023 | 4 |
| -0.27% | Oct 13, 2025 | 1 | Oct 14, 2025 | 27 | Nov 20, 2025 | 28 |
| -0.26% | Nov 16, 2023 | 2 | Nov 20, 2023 | 2 | Nov 22, 2023 | 4 |
| -0.26% | Jan 9, 2026 | 6 | Jan 20, 2026 | 5 | Jan 27, 2026 | 11 |
| -0.25% | Feb 28, 2025 | 17 | Mar 25, 2025 | 3 | Mar 28, 2025 | 20 |
| -0.23% | Mar 28, 2025 | 1 | Mar 31, 2025 | 2 | Apr 2, 2025 | 3 |
| -0.22% | Dec 14, 2023 | 2 | Dec 18, 2023 | 1 | Dec 19, 2023 | 3 |
| -0.21% | Feb 6, 2025 | 4 | Feb 12, 2025 | 5 | Feb 20, 2025 | 9 |
| -0.21% | Jun 26, 2025 | 10 | Jul 11, 2025 | 6 | Jul 21, 2025 | 16 |