Performance analysis of SRHQ (SRH U.S. QUALITY GARP ETF)
Annual Return
Over the past 3 years, SRHQ has had an average annual return of +16.85%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Oct 5, 2022, SRHQ has had an average annual return of +18.43%, underperforming the benchmark SPY, which returned +21.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.65% | +7.35% | +16.48% | +21.81% | +4.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.71% | +3.50% | -3.57% | +9.17% | +1.55% | +3.27% | +2.96% | +19.65% | |||||
| 2025 | +3.86% | -4.06% | -3.67% | -1.42% | +3.11% | +3.27% | -0.34% | +3.27% | +0.80% | +0.74% | +0.64% | +1.30% | +7.35% |
| 2024 | -0.33% | +5.52% | +3.67% | -5.61% | +1.51% | -0.06% | +7.58% | +2.71% | +1.91% | -1.90% | +6.37% | -5.05% | +16.48% |
| 2023 | +6.01% | -1.79% | -0.39% | +1.88% | -2.98% | +8.49% | +2.86% | -1.50% | -3.92% | -3.24% | +8.16% | +7.52% | +21.81% |
| 2022 | +4.27% | +4.75% | -4.60% | +4.20% |
Drawdown analysis of SRHQ (SRH U.S. QUALITY GARP ETF)
The maximum drawdown for the SRHQ was -18.49%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current SRHQ drawdown is -0.84%.
Since Oct 5, 2022 SRHQ has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.49% | Nov 11, 2024 | 100 | Apr 8, 2025 | 107 | Sep 11, 2025 | 207 |
| -10.62% | Jul 19, 2023 | 71 | Oct 27, 2023 | 25 | Dec 4, 2023 | 96 |
| -8.95% | Feb 2, 2023 | 30 | Mar 17, 2023 | 59 | Jun 12, 2023 | 89 |
| -6.36% | Jul 31, 2024 | 5 | Aug 7, 2024 | 10 | Aug 21, 2024 | 15 |
| -6.30% | Feb 26, 2026 | 22 | Mar 30, 2026 | 6 | Apr 8, 2026 | 28 |
| -5.92% | Dec 2, 2022 | 11 | Dec 19, 2022 | 28 | Jan 31, 2023 | 39 |
| -5.87% | Mar 28, 2024 | 23 | May 1, 2024 | 51 | Jul 16, 2024 | 74 |
| -5.55% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -4.50% | Oct 5, 2022 | 7 | Oct 14, 2022 | 6 | Oct 24, 2022 | 13 |
| -4.34% | Sep 11, 2025 | 21 | Oct 10, 2025 | 10 | Oct 24, 2025 | 31 |
| -3.91% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.76% | Oct 17, 2024 | 11 | Nov 1, 2024 | 3 | Nov 6, 2024 | 14 |
| -3.35% | Jan 15, 2026 | 13 | Feb 4, 2026 | 14 | Feb 25, 2026 | 27 |
| -3.32% | Oct 28, 2022 | 4 | Nov 3, 2022 | 5 | Nov 10, 2022 | 9 |
| -3.10% | Apr 20, 2026 | 19 | May 15, 2026 | 8 | May 28, 2026 | 27 |
| -2.88% | Jul 16, 2024 | 6 | Jul 24, 2024 | 4 | Jul 30, 2024 | 10 |
| -2.64% | Dec 28, 2023 | 4 | Jan 4, 2024 | 11 | Jan 22, 2024 | 15 |
| -2.58% | Dec 11, 2025 | 4 | Dec 17, 2025 | 12 | Jan 6, 2026 | 16 |
| -2.43% | Jun 15, 2023 | 5 | Jun 23, 2023 | 4 | Jun 29, 2023 | 9 |
| -2.14% | Jun 12, 2026 | 3 | Jun 17, 2026 | 6 | Jun 26, 2026 | 9 |
| -2.03% | Jul 7, 2026 | 1 | Jul 8, 2026 | 6 | Jul 16, 2026 | 7 |
| -1.94% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.77% | Jul 3, 2023 | 2 | Jul 6, 2023 | 3 | Jul 11, 2023 | 5 |
| -1.72% | Jun 1, 2026 | 2 | Jun 3, 2026 | 7 | Jun 12, 2026 | 9 |
| -1.52% | Feb 15, 2024 | 3 | Feb 21, 2024 | 2 | Feb 23, 2024 | 5 |