Performance analysis of TAX (CAMBRIA TAX AWARE ETF)
Annual Return
Over the past 3 years, TAX has had an average annual return of +129.95%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, TAX has had an average annual return of +129.95%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, TAX has had an average annual return of +11.57%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 2, 2012, TAX has had an average annual return of +7.02%, underperforming the benchmark SPY, which returned +15.03% annual.
| 2026 | 2025 | 2024 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.40% | +16.72% | +166.01% | -12.52% | -14.03% | -41.39% | -32.05% | +47.08% | +76.34% | -1.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.16% | -0.69% | -5.83% | +9.06% | +3.48% | +0.53% | +8.40% | ||||||
| 2025 | +2.10% | -2.09% | -5.91% | +0.08% | +7.45% | +5.01% | +2.02% | +2.25% | +2.34% | +2.01% | +1.35% | -0.44% | +16.72% |
| 2024 | +166.01% | +166.01% | |||||||||||
| 2018 | -5.05% | -23.78% | +28.66% | +3.61% | +1.93% | -23.14% | +29.57% | -10.68% | -12.52% | ||||
| 2017 | +1.18% | +11.58% | -4.69% | -0.29% | +0.35% | -8.15% | +10.16% | -4.60% | +7.06% | -8.34% | -8.44% | -7.94% | -14.03% |
Drawdown analysis of TAX (CAMBRIA TAX AWARE ETF)
The maximum drawdown for the TAX was -77.48%, occurring on Mar 1, 2018. This drawdown has not yet recovered.
The current TAX drawdown is -7.80%.
Since Jul 2, 2012 TAX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.48% | Nov 12, 2014 | 829 | Mar 1, 2018 | Ongoing | Ongoing | Ongoing |
| -35.36% | Jul 2, 2012 | 43 | Aug 31, 2012 | 24 | Oct 5, 2012 | 67 |
| -13.80% | Jul 23, 2013 | 25 | Aug 27, 2013 | 25 | Oct 2, 2013 | 50 |
| -12.74% | Oct 12, 2012 | 23 | Nov 16, 2012 | 48 | Jan 29, 2013 | 71 |
| -12.16% | Aug 6, 2014 | 35 | Sep 25, 2014 | 23 | Oct 28, 2014 | 58 |
| -9.69% | Dec 24, 2013 | 12 | Jan 13, 2014 | 5 | Jan 21, 2014 | 17 |
| -9.18% | May 3, 2013 | 31 | Jun 18, 2013 | 15 | Jul 10, 2013 | 46 |
| -7.18% | Feb 4, 2013 | 15 | Feb 26, 2013 | 30 | Apr 10, 2013 | 45 |
| -5.40% | Apr 1, 2014 | 34 | May 20, 2014 | 16 | Jun 12, 2014 | 50 |
| -5.32% | Feb 21, 2014 | 5 | Feb 28, 2014 | 4 | Mar 6, 2014 | 9 |
| -5.23% | Oct 4, 2013 | 2 | Oct 8, 2013 | 8 | Oct 18, 2013 | 10 |
| -5.21% | Nov 29, 2013 | 1 | Dec 2, 2013 | 14 | Dec 20, 2013 | 15 |
| -4.94% | Oct 22, 2013 | 8 | Nov 1, 2013 | 14 | Nov 21, 2013 | 22 |
| -3.86% | Jan 22, 2014 | 11 | Feb 6, 2014 | 2 | Feb 10, 2014 | 13 |
| -3.83% | Feb 10, 2014 | 4 | Feb 14, 2014 | 4 | Feb 21, 2014 | 8 |
| -3.45% | Apr 24, 2013 | 1 | Apr 25, 2013 | 3 | Apr 30, 2013 | 4 |
| -3.10% | Apr 11, 2013 | 8 | Apr 23, 2013 | 1 | Apr 24, 2013 | 9 |
| -2.71% | Jul 18, 2014 | 2 | Jul 22, 2014 | 5 | Jul 29, 2014 | 7 |
| -2.51% | Jul 31, 2014 | 2 | Aug 4, 2014 | 2 | Aug 6, 2014 | 4 |
| -2.03% | Oct 2, 2013 | 1 | Oct 3, 2013 | 1 | Oct 4, 2013 | 2 |
| -1.90% | Oct 18, 2013 | 1 | Oct 21, 2013 | 1 | Oct 22, 2013 | 2 |
| -1.76% | Mar 10, 2014 | 2 | Mar 12, 2014 | 2 | Mar 14, 2014 | 4 |
| -1.73% | Nov 4, 2014 | 3 | Nov 7, 2014 | 3 | Nov 12, 2014 | 6 |
| -1.64% | Oct 30, 2014 | 2 | Nov 3, 2014 | 1 | Nov 4, 2014 | 3 |
| -1.46% | Oct 8, 2012 | 1 | Oct 9, 2012 | 1 | Oct 10, 2012 | 2 |