Performance analysis of SHDG (SOUNDWATCH HEDGED EQUITY ETF)
Annual Return
Over the past 3 years, SHDG has had an average annual return of +12.71%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Oct 24, 2022, SHDG has had an average annual return of +14.44%, underperforming the benchmark SPY, which returned +22.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.92% | +11.47% | +19.67% | +17.85% | +2.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.18% | -0.56% | -5.49% | +4.71% | +1.07% | +0.29% | +0.92% | ||||||
| 2025 | +2.33% | -1.00% | -5.67% | -0.40% | +4.50% | +2.64% | +2.18% | +1.80% | +2.43% | +1.58% | +0.52% | +0.36% | +11.47% |
| 2024 | +1.45% | +4.22% | +1.83% | -3.13% | +3.71% | +3.49% | +1.03% | +2.09% | +2% | -0.52% | +4.60% | -2.34% | +19.67% |
| 2023 | +4.07% | -1.03% | +3.78% | +1.09% | +0.51% | +5.28% | +2.28% | -1.08% | -5.05% | -1.54% | +7.04% | +1.80% | +17.85% |
| 2022 | +1.56% | +3.82% | -2.73% | +2.56% |
Drawdown analysis of SHDG (SOUNDWATCH HEDGED EQUITY ETF)
The maximum drawdown for the SHDG was -15.82%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The current SHDG drawdown is -0.71%.
Since Oct 24, 2022 SHDG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.82% | Feb 19, 2025 | 34 | Apr 8, 2025 | 71 | Jul 22, 2025 | 105 |
| -8.70% | Jul 31, 2023 | 63 | Oct 27, 2023 | 31 | Dec 12, 2023 | 94 |
| -6.62% | Feb 2, 2026 | 39 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -6.49% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -4.63% | Feb 15, 2023 | 16 | Mar 10, 2023 | 15 | Mar 31, 2023 | 31 |
| -4.42% | Dec 1, 2022 | 18 | Dec 28, 2022 | 19 | Jan 26, 2023 | 37 |
| -3.98% | Mar 27, 2024 | 16 | Apr 19, 2024 | 18 | May 15, 2024 | 34 |
| -3.75% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.54% | Dec 16, 2024 | 16 | Jan 10, 2025 | 23 | Feb 13, 2025 | 39 |
| -3.29% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -2.50% | Oct 28, 2022 | 4 | Nov 3, 2022 | 5 | Nov 10, 2022 | 9 |
| -2.33% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.95% | Oct 8, 2025 | 2 | Oct 10, 2025 | 7 | Oct 21, 2025 | 9 |
| -1.93% | May 1, 2023 | 3 | May 4, 2023 | 10 | May 18, 2023 | 13 |
| -1.90% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -1.79% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -1.64% | Apr 19, 2023 | 5 | Apr 26, 2023 | 2 | Apr 28, 2023 | 7 |
| -1.63% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -1.60% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -1.57% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.36% | Nov 13, 2024 | 2 | Nov 15, 2024 | 5 | Nov 22, 2024 | 7 |
| -1.16% | Dec 24, 2025 | 4 | Dec 31, 2025 | 6 | Jan 9, 2026 | 10 |
| -1.15% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.15% | Dec 29, 2023 | 3 | Jan 4, 2024 | 4 | Jan 10, 2024 | 7 |
| -1.08% | Feb 9, 2024 | 2 | Feb 13, 2024 | 2 | Feb 15, 2024 | 4 |