Performance analysis of UPSD (APTUS LARGE CAP UPSIDE ETF)
Annual Return
Since Nov 21, 2024, UPSD has had an average annual return of +9.36%, underperforming the benchmark SPY, which returned +16.34% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.43% | +12.83% | -5.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.12% | +2.72% | -9.00% | +6.23% | +5.57% | -1.27% | +2.57% | +8.43% | |||||
| 2025 | +3.63% | +0.25% | -6.56% | -1.98% | +4.48% | +4.41% | +0.27% | +3.47% | +4.13% | +0.39% | +0.81% | -0.59% | +12.83% |
| 2024 | +1.35% | -6.40% | -5.14% |
Drawdown analysis of UPSD (APTUS LARGE CAP UPSIDE ETF)
The maximum drawdown for the UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current UPSD drawdown is -0.34%.
Since Nov 21, 2024 UPSD has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.85% | Dec 4, 2024 | 84 | Apr 8, 2025 | 87 | Aug 13, 2025 | 171 |
| -11.91% | Mar 2, 2026 | 19 | Mar 27, 2026 | 32 | May 13, 2026 | 51 |
| -6.20% | Oct 27, 2025 | 18 | Nov 20, 2025 | 23 | Dec 24, 2025 | 41 |
| -5.02% | Jun 1, 2026 | 7 | Jun 10, 2026 | 16 | Jul 6, 2026 | 23 |
| -3.81% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -3.40% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -2.03% | Feb 2, 2026 | 3 | Feb 5, 2026 | 1 | Feb 6, 2026 | 4 |
| -2.00% | Feb 11, 2026 | 1 | Feb 12, 2026 | 7 | Feb 24, 2026 | 8 |
| -1.60% | Dec 24, 2025 | 5 | Jan 2, 2026 | 5 | Jan 9, 2026 | 10 |
| -1.53% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -1.39% | Aug 22, 2025 | 6 | Sep 2, 2025 | 2 | Sep 4, 2025 | 8 |
| -1.33% | Sep 22, 2025 | 3 | Sep 25, 2025 | 2 | Sep 29, 2025 | 5 |
| -1.00% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.81% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.74% | Jan 28, 2026 | 2 | Jan 30, 2026 | 1 | Feb 2, 2026 | 3 |
| -0.59% | Sep 11, 2025 | 3 | Sep 16, 2025 | 3 | Sep 19, 2025 | 6 |
| -0.35% | Sep 4, 2025 | 1 | Sep 5, 2025 | 2 | Sep 9, 2025 | 3 |
| -0.35% | Nov 26, 2024 | 1 | Nov 27, 2024 | 1 | Nov 29, 2024 | 2 |
| -0.29% | Jul 7, 2026 | 1 | Jul 8, 2026 | 2 | Jul 10, 2026 | 3 |
| -0.27% | Nov 29, 2024 | 1 | Dec 2, 2024 | 2 | Dec 4, 2024 | 3 |
| -0.21% | Sep 9, 2025 | 1 | Sep 10, 2025 | 1 | Sep 11, 2025 | 2 |
| -0.21% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |
| -0.16% | May 26, 2026 | 1 | May 27, 2026 | 1 | May 28, 2026 | 2 |
| -0.15% | Jul 10, 2026 | 1 | Jul 13, 2026 | 1 | Jul 14, 2026 | 2 |
| -0.12% | Oct 1, 2025 | 1 | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 |