Performance analysis of SMIG (BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF)
Annual Return
Over the past 3 years, SMIG has had an average annual return of +12.91%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Aug 26, 2021, SMIG has had an average annual return of +8.03%, underperforming the benchmark SPY, which returned +12.66% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.58% | +0.78% | +17.62% | +13.62% | -11.84% | +5.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.44% | +4.36% | -6.06% | +7.36% | +0.49% | +4.08% | +1.40% | +16.58% | |||||
| 2025 | +2.65% | -0.16% | -3.92% | -2.58% | +3.04% | +1.21% | +1.29% | +2.48% | -0.65% | -4.16% | +1.22% | +0.70% | +0.78% |
| 2024 | -0.56% | +2.76% | +5.13% | -3.52% | +3.28% | -1.79% | +8.19% | +2% | +1.44% | +0.38% | +8.49% | -8.22% | +17.62% |
| 2023 | +5.59% | -0.30% | -2.08% | +0.49% | -4.83% | +8.58% | +2.91% | -3.01% | -4.45% | -3.52% | +8.13% | +6.66% | +13.62% |
| 2022 | -7.00% | -1.47% | -0.64% | -3.46% | +3.49% | -7.42% | +9.06% | -3.18% | -9.19% | +10.55% | +2.84% | -3.98% | -11.84% |
| 2021 | +1.19% | -4.72% | +4.11% | -2.22% | +7.52% | +5.52% |
Drawdown analysis of SMIG (BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF)
The maximum drawdown for the SMIG was -19.66%, occurring on Sep 30, 2022. Recovery took 327 trading sessions.
The current SMIG drawdown is -1.02%.
Since Aug 26, 2021 SMIG has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.66% | Jan 4, 2022 | 186 | Sep 30, 2022 | 327 | Jan 22, 2024 | 513 |
| -19.24% | Nov 26, 2024 | 89 | Apr 8, 2025 | 210 | Feb 9, 2026 | 299 |
| -8.52% | Feb 20, 2026 | 20 | Mar 20, 2026 | 32 | May 6, 2026 | 52 |
| -6.41% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -5.77% | Sep 2, 2021 | 12 | Sep 21, 2021 | 23 | Oct 22, 2021 | 35 |
| -5.55% | Mar 28, 2024 | 14 | Apr 18, 2024 | 18 | May 14, 2024 | 32 |
| -4.80% | Jul 31, 2024 | 3 | Aug 5, 2024 | 12 | Aug 21, 2024 | 15 |
| -3.90% | May 21, 2024 | 17 | Jun 14, 2024 | 17 | Jul 11, 2024 | 34 |
| -3.40% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.98% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.71% | Jan 30, 2024 | 10 | Feb 13, 2024 | 6 | Feb 22, 2024 | 16 |
| -2.58% | May 26, 2026 | 4 | Jun 1, 2026 | 9 | Jun 12, 2026 | 13 |
| -2.55% | Oct 25, 2021 | 2 | Oct 27, 2021 | 7 | Nov 5, 2021 | 9 |
| -2.23% | Oct 17, 2024 | 10 | Oct 31, 2024 | 4 | Nov 6, 2024 | 14 |
| -2.14% | May 6, 2026 | 9 | May 19, 2026 | 3 | May 22, 2026 | 12 |
| -1.73% | Jul 16, 2024 | 6 | Jul 24, 2024 | 2 | Jul 26, 2024 | 8 |
| -1.38% | Jan 22, 2024 | 2 | Jan 24, 2024 | 3 | Jan 29, 2024 | 5 |
| -1.38% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.30% | Mar 7, 2024 | 7 | Mar 18, 2024 | 2 | Mar 20, 2024 | 9 |
| -1.14% | Jul 6, 2026 | 2 | Jul 8, 2026 | 2 | Jul 10, 2026 | 4 |
| -1.07% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -1.06% | Jun 12, 2026 | 3 | Jun 17, 2026 | 2 | Jun 22, 2026 | 5 |
| -1.02% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -0.95% | Feb 23, 2024 | 3 | Feb 28, 2024 | 2 | Mar 1, 2024 | 5 |
| -0.79% | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 | Feb 17, 2026 | 3 |