Performance analysis of UMMA (WAHED DOW JONES ISLAMIC WORLD ETF)
Annual Return
Over the past 3 years, UMMA has had an average annual return of +22.75%, outperforming the benchmark SPY, which returned +22.45% annual.
Since Jan 7, 2022, UMMA has had an average annual return of +11.81%, underperforming the benchmark SPY, which returned +13.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +32.50% | +26.66% | +4.66% | +18.84% | -21.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.84% | +8.55% | -11.20% | +12.17% | +11.46% | +1.96% | +32.50% | ||||||
| 2025 | +5.33% | -0.57% | -3.56% | +1.22% | +5.89% | +4.38% | -2.77% | +1.53% | +5.68% | +4.44% | -0.43% | +3.32% | +26.66% |
| 2024 | -0.83% | +3.36% | +3.13% | -2.83% | +4.45% | +1.66% | +0.32% | +3.09% | +0.17% | -4.28% | -0.16% | -3.09% | +4.66% |
| 2023 | +11.30% | -6.77% | +6.91% | -0.32% | -0.70% | +4.34% | +2.67% | -5.57% | -5.68% | -3.42% | +11.93% | +4.92% | +18.84% |
| 2022 | -4.95% | -5.48% | -0.47% | -7.83% | +0.36% | -7.53% | +5.16% | -5.51% | -10.97% | +2.26% | +16.82% | -3.08% | -21.65% |
Drawdown analysis of UMMA (WAHED DOW JONES ISLAMIC WORLD ETF)
The maximum drawdown for the UMMA was -34.20%, occurring on Oct 14, 2022. Recovery took 397 trading sessions.
The current UMMA drawdown is -0.77%.
Since Jan 7, 2022 UMMA has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.20% | Jan 12, 2022 | 190 | Oct 14, 2022 | 397 | May 15, 2024 | 587 |
| -18.72% | Sep 26, 2024 | 132 | Apr 8, 2025 | 39 | Jun 4, 2025 | 171 |
| -14.92% | Feb 25, 2026 | 23 | Mar 30, 2026 | 25 | May 5, 2026 | 48 |
| -10.14% | Jul 16, 2024 | 14 | Aug 5, 2024 | 37 | Sep 26, 2024 | 51 |
| -5.79% | Oct 20, 2025 | 23 | Nov 20, 2025 | 10 | Dec 5, 2025 | 33 |
| -5.60% | Jul 23, 2025 | 7 | Aug 1, 2025 | 30 | Sep 15, 2025 | 37 |
| -4.45% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -3.90% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |
| -3.60% | Dec 10, 2025 | 5 | Dec 17, 2025 | 5 | Dec 24, 2025 | 10 |
| -3.37% | May 14, 2026 | 3 | May 19, 2026 | 2 | May 21, 2026 | 5 |
| -2.94% | Jan 28, 2026 | 6 | Feb 5, 2026 | 1 | Feb 6, 2026 | 7 |
| -2.52% | Jan 7, 2022 | 1 | Jan 10, 2022 | 2 | Jan 12, 2022 | 3 |
| -2.49% | Jan 16, 2026 | 1 | Jan 20, 2026 | 3 | Jan 23, 2026 | 4 |
| -2.23% | May 20, 2024 | 7 | May 30, 2024 | 4 | Jun 5, 2024 | 11 |
| -2.12% | Jun 12, 2024 | 12 | Jul 1, 2024 | 3 | Jul 5, 2024 | 15 |
| -1.96% | May 11, 2026 | 1 | May 12, 2026 | 2 | May 14, 2026 | 3 |
| -1.89% | Sep 23, 2025 | 3 | Sep 26, 2025 | 3 | Oct 1, 2025 | 6 |
| -1.34% | Feb 11, 2026 | 1 | Feb 12, 2026 | 5 | Feb 20, 2026 | 6 |
| -1.32% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -1.30% | Jul 2, 2025 | 2 | Jul 7, 2025 | 2 | Jul 9, 2025 | 4 |
| -1.21% | Jan 6, 2026 | 2 | Jan 8, 2026 | 1 | Jan 9, 2026 | 3 |
| -1.15% | Jul 9, 2025 | 2 | Jul 11, 2025 | 8 | Jul 23, 2025 | 10 |
| -0.88% | Jun 6, 2024 | 3 | Jun 11, 2024 | 1 | Jun 12, 2024 | 4 |
| -0.81% | Jul 12, 2024 | 1 | Jul 15, 2024 | 1 | Jul 16, 2024 | 2 |
| -0.77% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |