Performance analysis of SRHR (SRH REIT COVERED CALL ETF)
Annual Return
Since Nov 2, 2023, SRHR has had an average annual return of +11.20%, underperforming the benchmark SPY, which returned +25.68% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.28% | -0.91% | +3.95% | +15.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.87% | +4.21% | -5.90% | +7.44% | +3.25% | -1.45% | +10.28% | ||||||
| 2025 | -0.45% | +3.49% | -2.48% | -3.50% | +0.99% | +0.56% | -1.16% | +4.73% | -0.19% | -3.01% | +2.32% | -1.84% | -0.91% |
| 2024 | -2.64% | +2.28% | +1.60% | -7.52% | +3.25% | +1.51% | +6.83% | +4.18% | +1.33% | -3.30% | +2.79% | -5.43% | +3.95% |
| 2023 | +8.49% | +6.77% | +15.83% |
Drawdown analysis of SRHR (SRH REIT COVERED CALL ETF)
The maximum drawdown for the SRHR was -18.68%, occurring on Apr 8, 2025. Recovery took 270 trading sessions.
The current SRHR drawdown is -2.38%.
Since Nov 2, 2023 SRHR has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.68% | Sep 24, 2024 | 134 | Apr 8, 2025 | 270 | May 6, 2026 | 404 |
| -8.79% | Mar 8, 2024 | 28 | Apr 18, 2024 | 58 | Jul 12, 2024 | 86 |
| -4.97% | Dec 28, 2023 | 31 | Feb 13, 2024 | 15 | Mar 6, 2024 | 46 |
| -4.13% | Jul 30, 2024 | 4 | Aug 5, 2024 | 8 | Aug 15, 2024 | 12 |
| -3.21% | Nov 3, 2023 | 4 | Nov 9, 2023 | 3 | Nov 14, 2023 | 7 |
| -2.93% | May 8, 2026 | 5 | May 15, 2026 | 5 | May 22, 2026 | 10 |
| -2.42% | May 27, 2026 | 3 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -2.04% | Jul 23, 2024 | 2 | Jul 25, 2024 | 2 | Jul 29, 2024 | 4 |
| -1.63% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -1.51% | Dec 14, 2023 | 4 | Dec 20, 2023 | 4 | Dec 27, 2023 | 8 |
| -1.36% | Jul 17, 2024 | 2 | Jul 19, 2024 | 2 | Jul 23, 2024 | 4 |
| -1.31% | Dec 1, 2023 | 3 | Dec 6, 2023 | 4 | Dec 12, 2023 | 7 |
| -0.82% | Nov 20, 2023 | 1 | Nov 21, 2023 | 2 | Nov 24, 2023 | 3 |
| -0.68% | Nov 15, 2023 | 1 | Nov 16, 2023 | 2 | Nov 20, 2023 | 3 |
| -0.50% | Aug 19, 2024 | 1 | Aug 20, 2024 | 1 | Aug 21, 2024 | 2 |
| -0.49% | Nov 24, 2023 | 1 | Nov 27, 2023 | 1 | Nov 28, 2023 | 2 |
| -0.36% | Sep 19, 2024 | 1 | Sep 20, 2024 | 1 | Sep 23, 2024 | 2 |
| -0.35% | Sep 16, 2024 | 1 | Sep 17, 2024 | 2 | Sep 19, 2024 | 3 |
| -0.26% | Aug 27, 2024 | 1 | Aug 28, 2024 | 2 | Aug 30, 2024 | 3 |
| -0.20% | Aug 15, 2024 | 1 | Aug 16, 2024 | 1 | Aug 19, 2024 | 2 |
| -0.10% | Aug 23, 2024 | 1 | Aug 26, 2024 | 1 | Aug 27, 2024 | 2 |