Performance analysis of USMD (CoreValues America First Technology ETF)
Annual Return
Over the past 3 years, USMD has had an average annual return of +46.78%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, USMD has had an average annual return of +46.78%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, USMD has had an average annual return of +4.34%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jan 4, 2016, USMD has had an average annual return of +15.28%, underperforming the benchmark SPY, which returned +15.39% annual.
| 2026 | 2016 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +46.78% | +199.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.50% | -3.75% | +18.31% | +16.34% | +0.26% | +46.78% |
Drawdown analysis of USMD (CoreValues America First Technology ETF)
The maximum drawdown for the USMD was -28.09%, occurring on Jun 20, 2016. Recovery took 50 trading sessions.
The current USMD drawdown is -1.26%.
Since Jan 4, 2016 USMD has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.09% | Jun 6, 2016 | 10 | Jun 20, 2016 | 50 | Aug 30, 2016 | 60 |
| -11.91% | Mar 9, 2016 | 16 | Apr 1, 2016 | 1 | Apr 4, 2016 | 17 |
| -11.19% | Apr 4, 2016 | 4 | Apr 8, 2016 | 20 | May 6, 2016 | 24 |
| -9.56% | Jan 12, 2016 | 19 | Feb 9, 2016 | 8 | Feb 22, 2016 | 27 |
| -9.52% | Feb 9, 2026 | 34 | Mar 30, 2026 | 9 | Apr 13, 2026 | 43 |
| -7.08% | Feb 23, 2016 | 2 | Feb 25, 2016 | 2 | Feb 29, 2016 | 4 |
| -4.85% | Jan 6, 2016 | 1 | Jan 7, 2016 | 3 | Jan 12, 2016 | 4 |
| -3.94% | Sep 6, 2016 | 8 | Sep 16, 2016 | 17 | Feb 6, 2026 | 25 |
| -3.64% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -2.44% | Mar 3, 2016 | 1 | Mar 4, 2016 | 1 | Mar 7, 2016 | 2 |
| -1.65% | Apr 24, 2026 | 2 | Apr 28, 2026 | 2 | Apr 30, 2026 | 4 |
| -1.42% | May 11, 2026 | 1 | May 12, 2026 | 2 | May 14, 2026 | 3 |
| -1.26% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -1.04% | May 23, 2016 | 1 | May 24, 2016 | 1 | May 25, 2016 | 2 |
| -1.00% | May 9, 2016 | 1 | May 10, 2016 | 1 | May 11, 2016 | 2 |
| -0.84% | May 31, 2016 | 1 | Jun 1, 2016 | 1 | Jun 2, 2016 | 2 |
| -0.80% | Apr 22, 2026 | 1 | Apr 23, 2026 | 1 | Apr 24, 2026 | 2 |
| -0.77% | May 26, 2026 | 1 | May 27, 2026 | 1 | May 28, 2026 | 2 |
| -0.76% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.52% | May 12, 2016 | 1 | May 13, 2016 | 1 | May 16, 2016 | 2 |
| -0.29% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.28% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -0.26% | Jan 4, 2016 | 1 | Jan 5, 2016 | 1 | Jan 6, 2016 | 2 |
| -0.09% | Aug 30, 2016 | 1 | Aug 31, 2016 | 1 | Sep 1, 2016 | 2 |