Performance analysis of TBG (TBG DIVIDEND FOCUS ETF)
Annual Return
Since Nov 7, 2023, TBG has had an average annual return of +19.16%, underperforming the benchmark SPY, which returned +25.14% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.42% | +7.50% | +20.59% | +9.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.89% | +3.68% | -4.29% | +3.68% | +2.30% | -0.92% | +10.42% | ||||||
| 2025 | +3.80% | +2.69% | -3.35% | -5.64% | +2.40% | +2.49% | +1.16% | +3.55% | -1.22% | -1.44% | +3.91% | -0.57% | +7.50% |
| 2024 | +1.66% | +2.16% | +4.64% | -3.57% | +2.68% | -0.03% | +4.86% | +3.84% | +2.23% | -0.09% | +6.59% | -5.44% | +20.59% |
| 2023 | +3.39% | +6.06% | +9.66% |
Drawdown analysis of TBG (TBG DIVIDEND FOCUS ETF)
The maximum drawdown for the TBG was -14.76%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.
The current TBG drawdown is -1.67%.
Since Nov 7, 2023 TBG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.76% | Feb 28, 2025 | 27 | Apr 8, 2025 | 94 | Aug 22, 2025 | 121 |
| -6.66% | Nov 29, 2024 | 27 | Jan 10, 2025 | 26 | Feb 19, 2025 | 53 |
| -6.14% | Feb 11, 2026 | 31 | Mar 27, 2026 | 37 | May 20, 2026 | 68 |
| -4.56% | Mar 28, 2024 | 12 | Apr 16, 2024 | 21 | May 15, 2024 | 33 |
| -3.94% | May 17, 2024 | 7 | May 29, 2024 | 31 | Jul 15, 2024 | 38 |
| -3.87% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -3.51% | Sep 11, 2025 | 38 | Nov 4, 2025 | 16 | Nov 26, 2025 | 54 |
| -3.13% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.22% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -1.67% | May 22, 2026 | 7 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -1.59% | Nov 11, 2024 | 4 | Nov 15, 2024 | 4 | Nov 21, 2024 | 8 |
| -1.53% | Aug 22, 2025 | 10 | Sep 8, 2025 | 3 | Sep 11, 2025 | 13 |
| -1.49% | Jan 8, 2024 | 6 | Jan 17, 2024 | 4 | Jan 23, 2024 | 10 |
| -1.38% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.37% | Jan 30, 2024 | 4 | Feb 5, 2024 | 8 | Feb 15, 2024 | 12 |
| -1.26% | Nov 28, 2025 | 7 | Dec 9, 2025 | 2 | Dec 11, 2025 | 9 |
| -1.25% | Jul 18, 2024 | 4 | Jul 24, 2024 | 2 | Jul 26, 2024 | 6 |
| -1.18% | Mar 13, 2024 | 1 | Mar 14, 2024 | 4 | Mar 20, 2024 | 5 |
| -1.09% | Nov 7, 2023 | 2 | Nov 9, 2023 | 3 | Nov 14, 2023 | 5 |
| -1.06% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -1.05% | Jan 16, 2026 | 1 | Jan 20, 2026 | 1 | Jan 21, 2026 | 2 |
| -1.01% | Dec 24, 2025 | 4 | Dec 31, 2025 | 3 | Jan 6, 2026 | 7 |
| -0.94% | Dec 15, 2025 | 1 | Dec 16, 2025 | 6 | Dec 24, 2025 | 7 |
| -0.92% | Nov 15, 2023 | 1 | Nov 16, 2023 | 2 | Nov 20, 2023 | 3 |
| -0.90% | Oct 1, 2024 | 2 | Oct 3, 2024 | 1 | Oct 4, 2024 | 3 |