Performance analysis of SSPY (STRATIFIED LARGECAP INDEX ETF)
Annual Return
Since Sep 30, 2024, SSPY has had an average annual return of +13.09%, underperforming the benchmark SPY, which returned +16.64% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.57% | +12.90% | -0.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.44% | +4.10% | -5.65% | +5.91% | +2.28% | +1.61% | -0.22% | +11.57% | |||||
| 2025 | +3.45% | -0.11% | -2.99% | -1.85% | +3.83% | +3.24% | +0.66% | +3.19% | +1.53% | -0.87% | +2.15% | +0.23% | +12.90% |
| 2024 | +0% | -1.57% | +6.74% | -5.67% | -0.90% |
Drawdown analysis of SSPY (STRATIFIED LARGECAP INDEX ETF)
The maximum drawdown for the SSPY was -16.15%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current SSPY drawdown is -1.32%.
Since Sep 30, 2024 SSPY has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.15% | Nov 29, 2024 | 87 | Apr 8, 2025 | 57 | Jul 1, 2025 | 144 |
| -7.32% | Feb 27, 2026 | 21 | Mar 30, 2026 | 26 | May 6, 2026 | 47 |
| -4.79% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -3.05% | Oct 3, 2025 | 5 | Oct 10, 2025 | 10 | Oct 24, 2025 | 15 |
| -2.96% | Oct 16, 2024 | 12 | Nov 1, 2024 | 3 | Nov 6, 2024 | 15 |
| -2.85% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -1.94% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -1.84% | Jul 10, 2025 | 3 | Jul 15, 2025 | 6 | Jul 23, 2025 | 9 |
| -1.84% | Jun 15, 2026 | 2 | Jun 17, 2026 | 6 | Jun 26, 2026 | 8 |
| -1.65% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -1.58% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.44% | Dec 11, 2025 | 4 | Dec 17, 2025 | 11 | Jan 5, 2026 | 15 |
| -1.32% | Jul 7, 2026 | 9 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.31% | May 6, 2026 | 7 | May 15, 2026 | 4 | May 21, 2026 | 11 |
| -1.16% | Sep 30, 2024 | 5 | Oct 7, 2024 | 4 | Oct 11, 2024 | 9 |
| -1.11% | Sep 11, 2025 | 10 | Sep 25, 2025 | 2 | Sep 29, 2025 | 12 |
| -1.09% | Feb 11, 2026 | 1 | Feb 12, 2026 | 3 | Feb 18, 2026 | 4 |
| -1.05% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.87% | Aug 22, 2025 | 7 | Sep 3, 2025 | 6 | Sep 11, 2025 | 13 |
| -0.84% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -0.82% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.81% | Feb 20, 2026 | 1 | Feb 23, 2026 | 1 | Feb 24, 2026 | 2 |
| -0.77% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -0.73% | Nov 28, 2025 | 2 | Dec 2, 2025 | 3 | Dec 5, 2025 | 5 |
| -0.71% | Dec 5, 2025 | 2 | Dec 9, 2025 | 1 | Dec 10, 2025 | 3 |