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Performance analysis of SGRT (SMART EARNINGS GROWTH 30 ETF)

Annual Return

Since Aug 20, 2025, SGRT has had an average annual return of +78.48%, outperforming the benchmark SPY, which returned +20.39% annual.

20262025
+35.87%+25.25%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+3.80%+12.14%-8.35%+21.55%+12.40%+2.88%-9.39%+35.87%
2025+3.18%+14.14%+10.90%-7.67%+3.86%+25.25%

Drawdown analysis of SGRT (SMART EARNINGS GROWTH 30 ETF)

The maximum drawdown for the SGRT was -17.86%, occurring on Nov 20, 2025. Recovery took 35 trading sessions.

The current SGRT drawdown is -11.58%.

Since Aug 20, 2025 SGRT has experienced the following drawdowns:

  • 10% or more: 4 times
DepthStartTo BottomBottomTo RecoverEndTotal
-17.86%Oct 29, 202516Nov 20, 202535Jan 13, 202651
-17.64%Jun 22, 202618Jul 17, 2026OngoingOngoingOngoing
-13.16%Feb 25, 202623Mar 30, 20266Apr 8, 202629
-11.66%Jun 3, 20265Jun 10, 20267Jun 22, 202612
-7.47%May 13, 20264May 19, 20264May 26, 20268
-5.72%Oct 8, 20252Oct 10, 20254Oct 16, 20256
-5.71%Apr 24, 20262Apr 28, 20263May 1, 20265
-5.17%Jan 27, 20267Feb 5, 20261Feb 6, 20268
-3.36%Oct 20, 20252Oct 22, 20252Oct 24, 20254
-3.14%May 6, 20261May 7, 20262May 11, 20263
-2.10%Feb 9, 20261Feb 10, 20261Feb 11, 20262
-1.77%May 11, 20261May 12, 20261May 13, 20262
-1.71%Jan 22, 20262Jan 26, 20261Jan 27, 20263
-1.55%Feb 11, 20261Feb 12, 20263Feb 18, 20264
-1.54%Apr 14, 20261Apr 15, 20262Apr 17, 20263
-1.49%Aug 28, 20252Sep 2, 20254Sep 8, 20256
-1.40%Jan 13, 20261Jan 14, 20262Jan 16, 20263
-1.24%Sep 23, 20252Sep 25, 20252Sep 29, 20254
-1.24%Oct 16, 20251Oct 17, 20251Oct 20, 20252
-1.20%Apr 20, 20261Apr 21, 20261Apr 22, 20262
-1.11%Oct 2, 20251Oct 3, 20251Oct 6, 20252
-0.59%Feb 20, 20261Feb 23, 20261Feb 24, 20262
-0.58%Aug 26, 20251Aug 27, 20251Aug 28, 20252
-0.49%May 27, 20262May 29, 20261Jun 1, 20263
-0.49%Jan 16, 20261Jan 20, 20261Jan 21, 20262